Introducing The Practical Planner

A podcast where leading experts provide takeaways that advisors can use to meet clients wherever they are in the estate planning process.

1 min read
·October 9, 2023
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The Practical Planner is a new show from where Anne Rhodes, expert estate planning attorney and our Chief Legal Officer + Thomas Kopelman, a top financial advisor and Co-Founder of AllStreet Wealth break down everything advisors need to know about estate planning.

In this quick intro episode Thomas and Anne talk about why they’re excited for the show to launch and what listeners can expect from future episodes.

Watch below or stream audio wherever you get your podcasts.

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