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Legacy Blueprint: Plan It Forward Legacy Blueprint: Plan It Forward Mike Bascom Her Boss Brain Her Boss Brain Pallavi Jain Say Less Podcast Say Less Podcast Jose Arrellano 7 Good Minutes 7 Good Minutes Clyde Lee Dennis IELTS Band 9 IELTS Band 9 IELTS Band 9 Hamza Selfimprovement Hamza Selfimprovement Adonis Gang The Paper Outpost - The Joy of Junk Journals! The Paper Outpost - The Joy of Junk Journals! Pam at The Paper Outpost Diario de un CEO con Steven Bartlett Diario de un CEO con Steven Bartlett Steven Bartlett The Empowered Leader Podcast The Empowered Leader Podcast Margaret Williams, MS, ACC מתחילים מחדש עם דבי מצקין Restart with Debbie Matzkin מתחילים מחדש עם דבי מצקין Restart with Debbie Matzkin Debbie Matzkin The Creative Classroom with John Spencer The Creative Classroom with John Spencer John Spencer Abraham Hicks’s Podcast Abraham Hicks’s Podcast Abraham Hicks On the Table with Ashley On the Table with Ashley Âme Atendre Abraham Hicks Abraham Hicks Abraham Hicks Simply Charlotte Mason Homeschooling (video) Simply Charlotte Mason Homeschooling (video) Sonya Shafer Simply Charlotte Mason Homeschooling Simply Charlotte Mason Homeschooling Sonya Shafer Workers Comp Matters Workers Comp Matters Legal Talk Network Rue Nova Rue Nova Marie MT Jim Rohn Motivation Daily Jim Rohn Motivation Daily Jim Rohn Harvard Business Review Harvard Business Review HBR Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael Inside travel writing Inside travel writing Lindy Alexander Express Yourself Black Man Express Yourself Black Man Kizzle Explaining History Explaining History Nick Shepley Explaining History Explaining History Nick Shepley The Wandering One Podcast The Wandering One Podcast The Wandering One Podcast Nincha - Learn Languages Podcast (en) Nincha - Learn Languages Podcast (en) Nincha Havineini - הבינני Havineini - הבינני Rabbi Shimon Spitzer Bach and Arthur Podcast Bach and Arthur Podcast The Fellas Studios Nincha - Podcast d'apprentissage des langues (fr) Nincha - Podcast d'apprentissage des langues (fr) Nincha Legado del Jab Legado del Jab Jorge Drouillas Wanzology Wanzology The Wanz The Foreign Desk The Foreign Desk Monocle שיעורי הרב נחמנסון שיעורי הרב נחמנסון הרב יהודה לייב נחמנסון Modern Musician Podcast Modern Musician Podcast Modern Musician Talking Real Money - Investing Talk Talking Real Money - Investing Talk Don McDonald This is My Bourbon Podcast This is My Bourbon Podcast Perry Ritter | This is my Bourbon Podcast
Legacy Blueprint: Plan It Forward

Educación

Legacy Blueprint: Plan It Forward

Mike Bascom

Elder Law Essentials: What Your Family Needs Before You Downsize

July 01, 2026 9:00am 14 min

What are the essential estate planning steps you should take before downsizing your home?In this special episode, Kanani Briggs, Lead Agent and Mentor at The Curtin Team and guide for individuals navigating the downsizin...

Debugging Finances for Stronger Multi-Generational Wealth - With CJ Francis-Eronini

June 24, 2026 8:00am 35 min

What does it mean to take a protection-first approach to financial planning?CJ Francis-Eronini, managing partner at YU Financial, brings a deeply personal and practical perspective to financial planning, legacy protectio...

Bonus Episode: Elevating Professional Expertise Through Industry Trend Knowledge

June 17, 2026 8:41pm 19 min

How can a bucket strategy help in balancing short-term liquidity needs with long-term investment goals?Robert Amato, a seasoned financial planner with a career spanning over 25 years, is well-versed in guiding young prof...

Bonus Episode: The Truth About Real Estate: Why It’s a Business, Not Just a Job

June 04, 2026 8:28am 32 min

Is your home truly a "savings account you sleep in," or are you overlooking the legal protections that keep your biggest investment safe?In this episode, Amy Adams, a licensed Associate Broker and Gold Standard Instructo...

Bonus Episode: Cash Flow and Tangible Assets: Pillars of Real Estate

May 27, 2026 7:45pm 37 min

How can learning from experienced individuals benefit real estate investors?Samir T. Patel is a prominent real estate entrepreneur and managing partner at Trophy Point Capital, a private lending firm that has facilitated...

Comprehensive Guidance for Life Insurance Planning - with Elijah John

May 20, 2026 8:00am 20 min

How can a personal family crisis and a background in financial numbers reshape the way we approach life insurance? Elijah John is a certified life insurance broker with a robust background in accounting and financial ser...

Bonus Episode: Psychological Barriers: The Hidden Obstacles to Financial Success

May 13, 2026 5:27pm 25 min

Why is it important to establish an emergency fund in financial planning?Alyson Burkett is a distinguished financial planner with a profound commitment to guiding families through the complexities of retirement, a dedica...

Bonus Episode: AI-Driven Life Insurance Simplification Platform

May 06, 2026 5:23pm 35 min

Which AI tools are optimal for enhancing customer experience in the insurance industry?David Kleinhandler, the visionary founder of Optofino, plays a pivotal role in transforming the insuretech industry with his innovati...

Bonus Episode: Transformative Financial Empowerment through Community

April 29, 2026 5:48pm 38 min

What role do mentorship and community play in empowering women's financial independence?Sarah Blankenship, with over a decade of experience in the financial services industry, is a leading advocate for women's financial ...

Bonus Episode: Consolidations: Bringing Wall Street Values to Main Street Businesses

April 22, 2026 9:06am 33 min

What role does due diligence play in facilitating a successful business sale?Lee Henry, a distinguished business sales expert based in Georgia, combines his robust work ethic, rooted in his upbringing on a dairy farm, wi...

Uncovering Opportunities in Northeast Georgia's Real Estate Market - with Julie Cunningham

April 15, 2026 10:00am 14 min

Why is staging and pricing a property correctly important in the current market?Julie Cunningham is a seasoned realtor with 25 years of experience in the real estate market of Northeast Georgia, known for her positive, d...

Elevating Professional Expertise Through Industry Trend Knowledge - with Robert Amato

April 08, 2026 10:00am 19 min

How can a bucket strategy help in balancing short-term liquidity needs with long-term investment goals?Robert Amato, a seasoned financial planner with a career spanning over 25 years, is well-versed in guiding young prof...

The Truth About Real Estate: Why It’s a Business, Not Just a Job - with Amy Adams

April 01, 2026 10:00am 32 min

Is your home truly a "savings account you sleep in," or are you overlooking the legal protections that keep your biggest investment safe?In this episode, Amy Adams, a licensed Associate Broker and Gold Standard Instructo...

Cash Flow and Tangible Assets: Pillars of Real Estate - With Samir T. Patel

March 25, 2026 8:00am 37 min

How can learning from experienced individuals benefit real estate investors?Samir T. Patel is a prominent real estate entrepreneur and managing partner at Trophy Point Capital, a private lending firm that has facilitated...

Psychological Barriers: The Hidden Obstacles to Financial Success - with Alyson Burkett

March 18, 2026 8:00am 25 min

Why is it important to establish an emergency fund in financial planning?Alyson Burkett is a distinguished financial planner with a profound commitment to guiding families through the complexities of retirement, a dedica...

AI-Driven Life Insurance Simplification Platform - with David Kleinhandler

March 11, 2026 8:00am 35 min

Which AI tools are optimal for enhancing customer experience in the insurance industry?David Kleinhandler, the visionary founder of Optofino, plays a pivotal role in transforming the insuretech industry with his innovati...

Transformative Financial Empowerment through Community - with Sarah Blankenship

March 04, 2026 8:00am 38 min

What role do mentorship and community play in empowering women's financial independence?Sarah Blankenship, with over a decade of experience in the financial services industry, is a leading advocate for women's financial ...

Consolidations: Bringing Wall Street Values to Main Street Businesses - with Lee Henry

February 25, 2026 2:00am 36 min

What role does due diligence play in facilitating a successful business sale?Lee Henry, a distinguished business sales expert based in Georgia, combines his robust work ethic, rooted in his upbringing on a dairy farm, wi...

Familial Support in Estate Planning: A Legacy Blueprint - with Brad Bascom

February 18, 2026 11:00am 17 min

Why is collaborative planning essential in estate planning?Attorney Mike Bascom brings an unparalleled level of insight to estate planning by blending deep legal specialization with a "problem prevention" philosophy that...

Welcome to Legacy Blueprint: Plan It Forward

February 04, 2026 2:33pm 1 min

Behind every successful plan is a team of visionaries—leaders who bring clarity, strategy, and experience to the table.Welcome to Legacy Blueprint: Plan It Forward, the podcast that showcases the thought leaders shaping ...

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