Booking Overview
Metrics
Episodes: 59
Frequency: Monthly
Rating: 5.0/5.0
Estimated listeners: 100 - 1,000
Listener location: USA
YouTube: 21 subscribers
Contact Information
Publicly listed emails
info@purposefulplanninginstitute.com
ppipodcast23@gmail.com
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Host
Susan Bradley - Host focused on legacy planning, family wealth, succession, and the human dimensions of advising legacy families.
Karen McNeill - PPI’s Dean of Family Stories, History, and Culture, focused on family narratives, legacy, history, and culture.
Andy Stubblefield - Host focused on financial advising, wealth planning, family fiduciary practice, and the human side of family wealth.
Courtney Joyner-Gage - Host covering philanthropy, impact investing, mission-aligned capital, and values-based family wealth conversations.
Booking Intelligence
Booking Requirements
Recent Guest Discussions
Dr. Moira Somers - Misguided Helpfulness, Scope Creep, Ethical Boundaries, Moral Humility, Advisor Well-being, And Serving Families Through Difficult Transitions.
Dave Goetz - Legacy Storytelling, Family Relationships, Curiosity, Listening, And Trust-based Work With Families Managing Wealth And Succession.
Debbie Brodsky - Legacy Films, Family History Projects, Trust-building, Curiosity, Active Listening, And Capturing Family Stories During Generational Transitions.
Buddy Thomas - The Family Fiduciary Concept, Integrating Love, Wisdom, And Money, Coordinating Specialists, Emotional Intelligence, And The Future Of Wealth Advising.
Lauren Sercu - Mission-aligned Investing, Impact Portfolios, Catalytic And Market-rate Capital, Direct Indexing, Philanthropy, And Family Values Conversations.
Recent Topics
Episodes
Misguided Helpfulness
September 30, 2026
In this episode of the Purposeful Planning podcast , host Susan Bradley sits down with Dr. Moira Somers to discuss her book The Fault Lines of Finance: Understanding and Preventing Financial Misconduct. The conversation centers on what Dr. Somers calls "misguided helpers": well-meaning financial advisors, family office professionals, and other wealth advisors who inadvertently cross ethical lines not out of malice, but out of an overwhelming desire to be useful to clients navigating difficult...
Advising the Rising Generation 101
September 21, 2026
In the premiere episode of the PPI 101 podcast series, sponsored by the Merrill Center for Family Wealth, host Steve Legler sits down with Valerie Galinskaya, Managing Director and Head of the Merrill Center for Family Wealth, to explore what "rising generation" really means and why it matters for family wealth advisors. Valerie explains that the term is intentionally inclusive, spanning anyone from an 11-year-old to a rising generation member in her 60s, and shares research showing that near...
The Gift of Curiosity: How Legacy Filmmakers Build Trust Advisors Can Learn From
August 31, 2026
In this episode of the Purposeful Planning Podcast, hosted by Karen McNeill, PPI's Dean of Family Stories, History, and Culture, featuring award-winning filmmaker Debbie Brodsky (founder of DMB Pictures) and Dave Goetz (co-founder of Journey 66), the conversation explores why capturing family legacy stories matters for family wealth management, when families tend to undertake these projects (aging founders, generational transitions, milestones, succession moments), and how the deep, trust-bas...
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Frequently asked questions
How do I get in touch with Purposeful Planning Podcast?
Purposeful Planning Podcast is hosted by Susan Bradley and Karen McNeill. Its publicly listed emails are info@purposefulplanninginstitute.com and ppipodcast23@gmail.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
What is the email for Purposeful Planning Podcast?
The publicly listed emails for Purposeful Planning Podcast: info@purposefulplanninginstitute.com and ppipodcast23@gmail.com.
How many listeners does Purposeful Planning Podcast have?
Podseeker estimates Purposeful Planning Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
Who is an ideal guest for Purposeful Planning Podcast?
Purposeful Planning Podcast typically books rising experts. Typical guest background: Experienced family wealth advisors, succession and governance professionals, family-systems practitioners, philanthropic and impact-investing leaders, legacy specialists, authors, and founders with practical expertise serving families in business or managing significant wealth. Common among recent guests: Founding or leading a specialized advisory, wealth, philanthropic, or legacy-focused firm; Authoring a relevant book or developing a recognized professional framework; Holding a senior leadership or dean-level role in family wealth or advising. Recent guests include Dr. Moira Somers, Dave Goetz, and Debbie Brodsky.
How hard is it to get booked on Purposeful Planning Podcast?
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
What topics does Purposeful Planning Podcast cover?
Recent episodes cover Finance, Wealth Management, Family Business, Succession Planning, and Legacy Planning. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
info@purposefulplanninginstitute.com
ppipodcast23@gmail.com
Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.
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