Skip to content
Artwork for The Practical Planner
BusinessTechnology

The Practical Planner

wealth.com

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).

Play
  • 21 episodes
  • fortnightly
  • Avg 25 min
  • English
Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.
  • S1 · E50
    Oct 14, 2025 · 15 min

    Everything you need to think about tax planning before the year's end

    Join hosts Thomas Kopelman and David Haughton as they explore essential end-of-year tax planning strategies for financial advisors. This episode provides a comprehensive checklist, covering everything from maximizing deductions and charitable giving to Roth conversions and tax loss harvesting. Equip yourself with practical tips and insights to guide your clients through the tax season effectively. Enhance your advisory services with strategies that can save your clients money and improve their financial outcomes. Happy tax planning!

Showing 21–21 of 21 episodes