A podcast devoted to urban planning and the people who make it happen.
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Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning and much more.
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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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Financial and retirement planning guidance from Mike Flanders of the Strategic Planning Corporation in Colfax, NC. We’ll strive to make sure you have a clear view of all the issues that impact your decisions so that you’re prepared for your financial future.
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For engaged couples who are concerned about wedding planning and family expectations but want to have a stress-free, fun, and unforgettable wedding.
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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Welcome to the American Planning Association Podcast. This is your source for discussions, interviews, and lectures on a multitude of planning topics.
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A new podcast brought to you by Town Legal about all things planning law and planning (oh yes, and chickens!).
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The podcast for finance professionals tasked with taking their businesses to new heights.
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Life’s too short to worry about wedding favors, obligation guests, and bridesmaid dramas. Listen to the Bridechilla Podcast, take control, and enjoy wedding planning!
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Join Aaron Zimmerman MRTPI and Alex Roth as they Make Planning Make Sense. Explore how town planning works in the UK, why it doesn’t work well, why that matters, and what needs to change for planning to actually make sense. We’ll be having honest conversations with leaders from across the planning and development ecosystem. This podcast is for anyone trying to build, fund, design, approve, or understand development in the UK. Follow us wherever you get your podcasts for new episodes each Thu ...
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Showcasing the amazing global speakers at SWP, The Workforce Planning Institutes global strategic workforce planning conference program. SWP brings a truly global perspective to understanding our future workforce requirements.
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Planning Xchange is an interview series of built environment professionals doing interesting work beyond the ordinary. Guests include town planners, architects, urban designers, landscape architects, academics, historians, CEO's (and much much more!). Featuring podcast hosts Jess Noonan and Peter Jewell.
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With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning. Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision. You can listen to the Kowal Investment Group - now Creative Planning, "Retirement Clinic" podcasts, with retirement and inve ...
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Leaving a Legacy: Navigating Estate Planning with Rose Harper Law is a podcast dedicated to making estate planning simple and accessible. Hosted by legal experts, each episode breaks down essential topics to help you protect your loved ones, minimize stress, and ensure your legacy is secure.
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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We’ll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn’t happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.
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Klenk Law Estate Planning Podcast seeks to provide clarity regarding the many gray areas surrounding estate planning issues. We hope to spark a desire for you to take action and plan ahead.
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The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a ...
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Embark on a journey with us around the world. The global travel planning podcast is filled with travel inspiration, itinerary ideas, real life adventures, practical tips and insights to fuel your wanderlust and help you make your travel dreams a reality.
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We break down the complex world of financial planning into real, relatable conversations. Hosted by Tyler Hafford and the team at Penobscot Financial Advisors, we explore how thoughtful planning can help you take control of your finances—so your money can support the life you’re living today while building the future you’ve always imagined. To view our disclaimers and privacy policy: https://penobscotfa.com/disclosures-privacy/
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Booked on Planning is a podcast that goes deep into the planning books that have helped shape the world of community and regional planning. We dive into the books and interview the authors to glean the most out of the literature important for preparing for AICP certification and just expanding your knowledge base. We are all busy with our day to day lives which is why we condense the most important material into short 30 minute episodes for your commute, workout, or while you are cleaning u ...
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Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
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Learn how to protect yourself and your loved ones as we help you navigate the estate planning process.
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Have We Got Planning News for You is a light-hearted review of the last two weeks developments by five barristers from across the Planning Bar: Paul Tucker KC, Sasha White KC, Thea Osmund-Smith, Charles Banner KC and Christopher Young KC. We invite a special guest from the most influential ranks of the Planning World, and we host a special topic every two weeks from Garden Cities to Planning Reform. The views expressed by our guests are their own and do not necessarily represent the views of ...
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Listen to MacMillan Estate Planning's regular podcasts, as featured on CHQR's Talk to the Experts, to understand all the ins and outs of estate planning to effectively safeguard your significance. MacMillan Estate Planning offers a holistic approach to estate planning with all the people, processes, and technology that you need to plan your estate – either in person or virtually. Our team of lawyers, accountants, financial planners and counsellors offer a refreshing alternative to the banks, ...
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If you want to build a house, where would you start?
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Estate Planning with Bernard Law is a practical, accessible podcast that helps families protect their assets and avoid unnecessary court battles. Featuring New York and Florida attorney Daniel Bernard, each episode covers the real-world questions and concerns that come up around wills, trusts, guardianship, and probate.
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Join us On Deck as we cover Cruise News, Planning, Trip Reports, and More. We will sail from Royal to Disney to Norwegian. With Michelle McKnight of TouringPlans Travel and Doug McKnight of Rope Drop Radio.
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The Estate Blueprint: Planning Your Future with Tom Begley is a podcast where clarity meets compassion in estate planning. Join host Kevin Rosenquist and expert Tom Begley as they break down the essentials of wills, trusts, long-term care, and legacy protection.
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Maryland-National Capital Park and Planning Commission: Live and OnDemand Media Audio Podcast
Maryland-National Capital Park and Planning Commission
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College planning is stressful! We bring you the latest news on choosing a good fit college, presenting yourself effectively in college applications, writing effective college essays, building a successful high school resume, and navigating the college admission process successfully.
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Informed Decisions Independent Financial Planning & Money Podcast
Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)
Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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Future First, Softball Second: College Planning for Softball Athletes & Parents
Quincy Lewis-Buggs
Are you ready to own the college planning process as a softball family? Then you’re in the right place! I’m your host, Quincy Lewis-Buggs, and I’m a former DI, D2, and D3 college coach, D2 pitcher, and education/athletic administration major. Join me (along with some amazing guests) as we discuss college planning, finding your perfect fit, academics, and more! COMMUNITY: https://www.diamonddynamics.org/connect-with-us.html CONNECT: Quincy@diamonddynamics.org WORK WITH ME: https://www.diamond ...
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Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
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Yield to Reason Podcast | Retirement Income Planning Insights
Brandon Roberts | Retirement Income Planning Expert
In an era where traditional accumulation strategies often fall short, I've made it my mission to guide you toward a more reliable and stress-free approach to retirement planning. The reality is stark: nearly 51% of Americans worry about outliving their savings, and 70% of retirees wish they had started saving earlier. Furthermore, 55% of Americans worry they won't achieve financial security in retirement. These statistics highlight a pervasive unease about the future. My strategy is simple ...
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Listen to our digital planning podcast and learn about all things digital as to estate planning, business planning, and estate administration. Your hosts, attorneys Jennifer Zegel, Ross Bruch, and Justin Brown — will guide you through the digital world with the intent to keep you informed of developments and updates in this ever-changing space. For comments, questions, or suggestions, e-mail us at digitalplanningpodcast@gmail.com.
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Planning phase syndicate is a collective of X-Wing miniatures game players, sharing their experiences with the game. They will strive to bring you a variety of content from training and how to videos all the way to streamed games and hot meta-takes. The show’s focus Will be both to teaching new players as well as helping to hone those veterans skills. With fun, educational, and creative content, they will endeavor to add value to the listeners X-Wing experience. With some in-depth discussion ...
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Congratulations on your engagement! The Pre Nup is a wedding planning podcast to help you plan for your big day! Each week, we are joined by the top wedding professionals, celebrity brides, and more to discuss wedding inspiration, wedding planning mistakes, wedding tips, wedding advice, and wedding trends! Subscribe now or forever hold your peace!
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***Voted "Most Informative Podcast" in the Disney Podcast Awards*** A Disney World planning show covering topics that include touring plans, packing tips, travel with kids, Disney Dining Plan, which rides to ride, Disney resorts, magical touches to add to your trip + lots more. Visit WDWPrepSchool.com for even more tips.
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Welcome to Planning After Dark, the bold and insightful podcast where three powerhouse women in planning and development—Alex Notay, Catriona Riddell, and Jackie Sadek—shine a light on the industry’s biggest challenges, trends, and, yes, even a bit of behind-the-scenes gossip. With decades of experience shaping policy, leading major urban regeneration projects, and influencing government decisions, these experts bring candid conversations, deep insights, and refreshing perspectives to the wo ...
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. T ...
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Learn all about investing in real estate in Seattle, Washington with a combination of real estate financial planning and modeling with numbers specific to Seattle plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Seattle).
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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver ten ...
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I'm on a mission to help you avoid burnout by prioritizing yourself and your goals through actionable, accessible, science-backed content. I know how challenging it can be to focus on yourself when "life gets in the way", and I want to help you live in a proactive-by-design way rather than a reactive-by-default one by harnessing the power of planning. This isn't just about doing more, this is about productivity that is aligned with your true self. Feeling burnt out? Get my FREE 1-page cheat ...
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Steadfast Care Planning is for people who want to learn how to best plan for their longevity including how to navigate extended care, long-term care insurance options, and other challenges that older adults face. Join Kelly Augspurger, Certified Senior Advisor (CSA)® and long-term care insurance specialist as she has thought-provoking conversations with industry professionals. Tune in as Kelly guides you on how to plan for care to live well.
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The UK Travel Planning Podcast is full of practical tips and advice to help you plan your dream trip to the UK whether you are visiting England, Scotland, Wales or Northern Ireland. Travel expert Tracy Collins shares years of knowledge and experience of travelling to, and around, the UK to help you plan your UK itinerary. Listen to special guest interviews full of travel inspiration and practical tips for popular and off the beaten path destinations. Learn more about the best ways to travel ...
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466- Weddings Reimagined: VR Vows, Smart Rings & the Rise of Intimacy Tech | Bridechilla x Somewhere on Earth
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We’re collaborating with Somewhere on Earth: The Global Tech Podcast this week to discuss intimacy tech, virtual reality ceremonies, and even hologram guests! Leah joins Gareth Mitchell, host of Somewhere on Earth in conversation with award-winning body-tech pioneer Professor Ghislaine Boddington. Somewhere on Earth: The Global Tech Podcast is a we…
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Don’t give your house to your kids - yet revision 🔥 Looking for estate planning help? We’re pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We’re pros at that too. We’d love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS L…
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What makes our neighborhoods feel like home isn't just the buildings that surround us but the countless human connections that happen within them. Author Gabrielle Bendiner-Viani spent decades exploring this phenomenon by asking residents to guide her through their neighborhoods, showing her the places that matter most in their daily lives. Her app…
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When you think of travel in England, the historic city of Bath might be high on your list - and for good reason. In this episode, we dive into everything you need to know to plan your perfect visit to Bath. Drawing on our many personal experiences and favourite spots, we answer common questions about how to get there, top things to see and do, wher…
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Anne’s DCL Mediterranean Cruise - PREP 471
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1:52:15In this episode of WDW Prep to Go, Anne recaps her family's 12-night Disney Cruise through the Mediterranean and Greek Isles, beginning with their pre-cruise adventures in Rome. She highlights memorable ship activities, European port excursions, and the convenience of cruising as a family-friendly way to explore Europe. Post trip begins: 25 minutes…
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#404 | When Transfer of Death (TOD) Deed is Not Available in Your State ### 𝗗𝗼𝗻'𝘁 𝗟𝗲𝘁 𝗣𝗿𝗼𝗯𝗮𝘁𝗲 𝗛𝗼𝗹𝗱 𝗨𝗽 𝗬𝗼𝘂𝗿 𝗛𝗼𝗺𝗲 Concerned about your home getting tied up in probate? Not all states offer a Transfer on Death (TOD) Deed, (which we rarely suggest anyway) but there’s a practical solution that can give you and your family more control and less stress no…
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EP 4: The Overlooked CPP Strategy That Saves Business Owners Thousands with Aravind Sithamparapillai
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How Should Business Owners Pay Themselves? Salary vs. Dividends In this episode of Retirement Planning Simplified, Joe Curry sits down with financial expert Aravind Sithamparapillai to talk about how business owners should structure their compensation. They break down the pros and cons of salary versus dividends, how CPP (Canada Pension Plan) fits …
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If you’ve ever looked at your pension statement and thought, “What does this actually mean?” You’re not alone. In this episode, #338, we’re cutting through the jargon and making sense of Defined Benefit (DB) pension schemes, especially for Irish employees and retirees. These schemes can offer incredible long-term value, but many people don’t fully …
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Episode Summary: In this episode of "Leaving a Legacy," host Kevin Rosenquist and estate planning attorney Rose Harper discuss the crucial aspects of estate planning for aging parents. They explore when and how to start these sensitive conversations, essential legal documents needed, and strategies to avoid family conflicts. Rose provides valuable …
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In our new TL;DR series episode, Jake reads his article where he explores how dentists can understand the right balance between saving for the future and spending intentionally today. Learn how to align your money with what matters most—so you can enjoy life now without compromising your long-term goals. Book a free consultation with a CFP® advisor…
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Send us a text Episode Description In this eye-opening episode, Brandon challenges everything you thought you knew about retirement in America. Through historical context and current data, he reveals why the concept of "American Retirement" is actually a myth – and what that means for your financial planning strategy. Key Takeaways The average Amer…
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Victoria and Nikita bring you an overview of a number of key updates from the last quarter, including various new proposed reforms and consultations. In a case law heavy episode, we also cover cases on the “no substantial difference” test, the Supreme Court’s decision in the Spitalfields case and cases on duties of relevant authorities relating to …
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Last Sleep Till Galactics | New Lists Pt 4 | PPS | Star Wars Unlimited
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1:38:12Galactics are almost here and it is like Christmas in July. This episode we talk about what lists we think will be present at Galactics, how to counter them, and strategies you should watch out for. We also reveal four new lists we came up with that will fun to play once Galactics are done. Links --------- Youtube: https://www.youtube.com/channel/U…
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🎙️ Rope Drop On Deck - Episode 109 Glaciers, Whales, and Disney Wonder: An Alaskan Cruise Recap This week, we’re heading north to the Last Frontier for a magical recap of a Disney Wonder sailing to Alaska! From icebergs to epic excursions, we’re joined by a fellow adventurer to break it all down. 👋 Welcome Aboard! Doug and Michelle are back from va…
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In this episode, Kade Sparger is joined by Aaron Kennedy and Sam Barker to discuss the market's recent all-time highs and the factors driving it. They touch on the impact of tariffs, tax policies, and the potential of AI and deregulation on economic growth. Aaron emphasizes the importance of long-term planning and not getting caught up in daily mar…
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After a brief break, the Planning After Dark gals are back and they’ve got a bumper episode to unpack. Katrina, Jackie, and Alex dive into everything from the optimism at UKREiiF and housing conferences, to the heat of their live podcast (literally), planning law spats, and why spatial development strategies seriously need a rebrand. With reflectio…
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Learn the secrets of Cash on Cash ROI and Cap Rates in Seattle. This class is Module 44 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The difference between capitalization rates and cash on cash return on investment Why some real estate investors prefer one over the other How to calculate each includ…
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Jill Locantore, Executive Director of the Denver Streets Partnership (DSP), joined co-hosts Divya Gandhi and Em Hall at the 2025 National Planning Conference in Denver to discuss how Bus Rapid Transit (BRT) can be a key tool for achieving Denver’s Vision Zero goals. This Critical Conversation in Transportation Planning dives deep into the political…
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Episode 114 07/17/2025 [RELATIONSHIPS] What I've Learned in My 27-Year Relationship (Finding, Committing, Daily Living)
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NOT SURE WHAT HAPPENNED TO THE AUDIO, WILL SEE IF I CAN FIX AUDIO ONLY VERSION IN EDITOR. At the top of the show I speak to the Alexandra Stoddard quote, "What we do today, right now, will have an accumulated effect on all our tomorrows." It was a great segue into my topic. I've been in a long-term relationship for 27 years and I have some thoughts…
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Trailblazer in Local Government: Cllr Shanika Mahendran, Cabinet Member for Planning & Placemaking at Milton Keynes City Council (S16 E5)
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1:00:06Our Special Guest this week is Shanika Mahendran, Cabinet Member for Planning & Placemaking at Milton Keynes City Council. Shanika is the first Asian woman and youngest ever councillor to join the Cabinet in Milton Keynes (initially as a Cabinet Member for the Economy). She previously worked in Sir Kier Starmer's politics team, improving campaignin…
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📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ A family member dies, and sometime later, you receive legal paperwork in the mail from a probate attorney or court. Maybe you were expecting an inheritance, maybe you weren't—but now you're s…
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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jan. They talk about a wide array of retirement planning topics such as leaving the workforce early due to family caregiving needs, how health changes have impacted retirement, how to distribute money from an IRA particularly when lo…
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For many seniors, selling their home isn’t just a transaction—it’s part of a vital transition. Ginnie Kite, a real estate professional and former health care executive, knows this well. She joins Jeff Bellomo to explore how deep listening, compassion, and experience can help older adults navigate one of life’s biggest changes. With over 75% of her …
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On this week's episode I chat about how to overcome the struggle of balancing your day to day life while also working to play college softball. I'm a big believer in using the word AND as much as possible. It can be getting a workout in AND spending time with your friends, sending emails AND going to the beach with your family, etc. it just takes t…
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Ben Nother, a Director at Hawkland design and build company, explains the two different roles of Principal Designer in meeting building regulations and addressing CDM health and safety. He also reflects on how this has been integrated into the processes at Hawkland. Check out the show notes for more information.…
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What makes a wedding day truly memorable? Is it the music, the food, or the shared moments you cherish? Are you ready to master the art of wedding day planning? This podcast is for engaged couples who are stressed out with wedding planning and family expectations, but want a fun wedding day. We explore all of these and more, offering practical advi…
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In this very first episode of the Stamped series on the Global Travel Planning Podcast, host Tracy Collins welcomes Amanda Kendle, creator of the Thoughtful Travel Podcast. Together, they dive into Amanda’s personal travel stories, exploring the sparks that set her on a lifelong journey of exploration, her most memorable destinations, and the trans…
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Join town planners Aaron Zimmerman and Alex Roth as they set out to Make Planning Make Sense from the podcast studio (formerly 'conference room 2') at Centro Planning Consultancy in central London. Be sure to follow the podcast wherever you listen for new episodes each week!Centro Planning Consultancy
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Her Entire Wedding Party is Kids?! Let’s Talk About the Kids-at-Weddings Debate
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1:07:05Welcome back to The Pre Nup, the wedding-obsessed podcast designed to help you plan your dream day! I’m your host, Adriana, and each week, I’m joined by the industry’s top professionals, celebs, influencers, and friends who are sharing their best tips, advice, and the mistakes they’ve made so you don’t have to. This week, I’m joined by the endlessl…
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Segment 4 | Talk to the Experts with Sheri MacMillan | July 12th, 2025 by The MacMillan Estate Planning TeamThe MacMillan Estate Planning Team
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In this episode, attorney Peter Klink of Klink Law tackles a topic that’s close to many hearts—how to make sure your beloved pet is protected after you're gone. While estate planning often focuses on finances and property, Peter reminds us that our furry, feathered, or scaled companions deserve just as much consideration.…
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Send us a text Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew Facebook InstagramEric Douglas, Chris Vaughn
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When most people think of milestone ages, they think of ages like 50, 60, 65, or 70. But turning 62 can also be a big milestone, and the decisions you make in that year can set the stage for many of your retirement plans. Let’s talk about some of the reasons it can be a milestone and questions you need to have answers to… Show Links & Info: SPC Inv…
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Jeff Kowal and Aaron Spitzner share new reporting updates for 2025 qualified charitable distributions, discuss how much Americans are saving for retirement and determining how much they may need in retirement. Then Jeff and Aaron wrap things up by touching on five common financial mistakes people make when getting divorced.…
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Episode Summary: In this episode of Estate Blueprint, host Kevin Rosenquist and estate planning attorney Tom Begley discuss the pros and cons of living trusts. They explore common misconceptions, when trusts are necessary, and how to determine if you really need one. Tom provides valuable insights on different types of trusts and common mistakes pe…
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In this episode of Dollars to Dreams, host Tyler Hafford is joined by Hannah Tackett, Chief Operations and Compliance Officer at Penobscot Financial Advisors, to unpack what’s new with Social Security in 2025. Social Security touches almost every American household, and the 2025 updates include headline-making changes and some lesser-known details.…
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Episode Summary: In this debut episode, estate planning attorney Daniel Bernard explains what actually happens when someone dies without a comprehensive estate plan, and why having a will alone often isn’t enough. Daniel and host Kevin Rosenquist discuss the difference between probate and non-probate assets, the role of trusts, and how to avoid the…
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In this episode of the SWP Podcast, I sit down with Andrew Pitts, founder and CEO of Polinode, to explore the game-changing intersection between Organisational Network Analysis (ONA) and Strategic Workforce Planning (SWP). Andrew unpacks how ONA reveals the informal structures, influencers, and energisers that drive collaboration, agility, and tran…
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Send us a text Thinking about retirement—or helping others prepare? Here are 3 key takeaways to keep in mind: 1. Legacy Doesn’t Happen by Accident Roughly two-thirds of Americans haven’t done any estate planning. Intentional planning is an act of love—it removes uncertainty and stress for your family. Don’t leave your legacy to chance or state laws…
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Send us a text In this episode of College Planning Simplified, Arielle is joined by Jamie Pack, Director of Content and a college consultant at Advantage College Planning, to discuss the nuances of writing college essays. Jamie highlights the value of an authentic voice in essays and provides practical advice on brainstorming and drafting compellin…
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Many families delay handling estate matters after a loved one passes—understandably due to grief or uncertainty—but that delay can have real financial and legal consequences. In this episode, we walk through the top cost drivers that come from waiting too long and why getting started early (even in small steps) makes a big difference. Outline Why t…
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In this episode of PlanningXchange, we speak with Scott Matheson, Head of Planning at MyLot, an Australian AI technology company focused on simplifying the planning process for councils and communities. With a background in statutory planning across local government, consultancies, and the Victorian Department of Transport and Planning, Scott bring…
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