Episode

Don't Wait for Ability to Take Responsibility with Mark Halpern

Podcast: Leave Your Mark
Published: Feb 24, 2026
Duration seconds: 3321
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Summary

Send us Fan Mail This week on Leave Your Mark, I sit down with financial strategist and philanthropic visionary Mark Halpern. Mark is a Certified Financial Planner, Trust & Estate Practitioner, and Master Financial Advisor–Philanthropy with more than 30 years of experience helping successful families and entrepreneurs think differently about wealth. As CEO of WEALTHinsurance.com, he operates at the intersection of estate planning, tax strategy, and charitable giving—helping clients preser...