The Practical Planner
Let’s reimagine estate planning together. We’ll explore ways for advisors to better serve existing clients and grow your business. Unlike other shows that skim the surface of easily Googled topics, hosts Thomas Kopelman and Anne Rhodes provide takeaways that advisors can use to meet your clients wherever they are in the estate planning process. What’s the difference between a will and a trust? What is an estate plan, and why do you need one? What are the biggest estate planning mistakes? The Practical Planner details everything advisors need for effective estate planning. We cover everything from the basics (defining terms like beneficiary, trustee, and family trust, breaking down estate tax 101) to the more complex (such as compliance for advisors, best practices with crypto, and charitable strategies). The Practical Planner is a production of wealth.com. Wealth.com is the #1 Estate Planning Solution built for advisors. Our mission is to modernize estate planning through innovative technology. Thomas Kopelman is the Head of Community at wealth.com, and was named as a Top 100 Advisor by Investopedia in 2022 and 2023, 2023 Young Advisor to Watch, and Top 23 Millennial Financial Advisor by Business Insider. Anne Rhodes is the Chief Legal Officer at wealth.com. Prior to her current role, she was an estate planning attorney first at McDermott Will & Emery (New York), then at Perkins Coie (San Francisco).
© 2026 wealth.com · more info
Artwork and data is from the podcast’s open RSS feed; we link directly to audio · Read our DMCA procedure
Listen and follow
Information for podcasters
- Podcast GUID:
31498122-45e7-5464-9e13-725cda009781 - This podcast previously hosted on Megaphone (until Mar 2026), and still hosts with Riverside with a different RSS address. See changes across podcasting.
- This podcast doesn’t have a trailer. Apple Podcasts has a specific episode type for a trailer, which also gets used by many other podcast apps: but there isn’t one correctly marked in the RSS feed from Riverside.
- This podcast appears to be missing from Luminary. We list all the podcast directories to be in.
- See this podcast’s listener numbers, contact details and more at Rephonic
- Validate this podcast’s RSS feed with Livewire, Truefans or CastFeedValidator