ÜBER DIESEN PODCAST 🔗
Concerned about ensuring your loved ones are well cared for? Dive into 'Legacy Blueprint: Plan It Forward' and turn those worries into action! Join host Mike Bascom, a seasoned estate planning attorney, as he collaborates with Georgia's top financial experts to bring you empowering insights and actionable strategies. Don't miss an episode—tune in weekly and start building a secure and thriving future for yourself and your loved ones!
Hosts:
Aktualisierungshäufigkeit:
every 10 days
Durchschnittliche Audiolänge:
29 minutes
Gastinterviews
Englisch
Vereinigte Staaten
28 Folgen
seit 4. Februar 2026
episodic
NEUESTE FOLGEN 🔗
If you stepped away from your business for 90 days, would it continue to thrive—or would everything fall apart?
In this episode of Legacy Blueprint: Plan It Forward, Mike Bascom welcomes Andrew Mirolli, CEPA®, to explore how business owners can protect what they’ve built and prepare for a successf…
VERGANGENE FOLGEN SUCHEN
Vorhandene Folgen von Legacy Blueprint: Plan It Forward durchsuchen.
FRÜHERE EPISODEN 🔗
How can you turn a lifetime of saving into a retirement that supports your goals, protects your family, and creates a lasting legacy?
Mike Bascom welcomes Rebecca Irey, founder and CEO of Blue Skye Financial, to discuss why financial independence requires more than building a nest egg. Rebecca sha…
How can smart mortgage strategies and real estate ownership help you build wealth and create a stronger financial legacy?
In this episode of Legacy Blueprint: Plan It Forward, Mike Bascom sits down with Tom Hutchens, President of Angel Oak Mortgage Solutions, to explore the role real estate and st…
How can you ensure that the wealth you’ve built passes on more than just money to the next generation?
Building a meaningful legacy requires thinking beyond dollars and assets. In this episode, Mike Bascom sits down with Patrick Renn, founder and president of Renn Wealth Management Group and autho…
Could unresolved tax issues today create financial problems for your family and your legacy tomorrow?
CPA Denson Pepper joins Mike Bascom to explore the important connection between tax planning, retirement, and leaving a strong financial legacy. Drawing on more than 40 years of experience, Denson…
What are the biggest retirement planning mistakes people make, and how can you avoid them before they jeopardize your financial future?
Retirement planning is about much more than building a nest egg—it’s about creating a strategy that gives you confidence, flexibility, and peace of mind. In this …
What are the critical, often-overlooked logistical and financial hurdles families face when transitioning a loved one to in-home care—and how can proactive planning prevent a crisis?
In this episode, host Mike Bascom sits down with Kevin Levinsky, the Chief Operating Officer and Chief Financial Of…
How can pricing your expertise correctly help you build a more valuable business, attract better clients, and leave a stronger legacy for your family?
In this episode of Legacy Blueprint: Plan It Forward, Mike Bascom sits down with pricing and valuation strategist John Ray to explore why so many p…
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 downsizing journey, sits down with Mike Bascom, Estate Planning and Elder Law Attorney…
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 protection, and multi-generational wealth building. Drawing on his background as a sof…
Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von Mike Bascom, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.
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