{"podcast":{"title":"The Practical Planner","slug":"the-practical-planner-6675551","podcast_index_feed_id":6675551,"rss_url":"https://api.riverside.fm/hosting/XvPLrFdN.rss","website_url":"https://www.wealth.com/the-practical-planner","image_url":"https://hosting-media.riverside.com/media/podcasts/db6eb92d-4317-48eb-8734-e316c9dd7fa3/logos/958021e9-ab02-476d-9bf5-d8f0ce3dcf87.png","author":"wealth.com","episode_count":67,"summary":"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 Adv…","last_synced_at":"2026-07-18T20:18:58.734520+00:00","page_url":"https://stenobird.com/podcast/the-practical-planner-6675551"},"episode":{"title":"How AI Is Changing Wealth Management and Estate Planning","slug":"how-ai-is-changing-wealth-management-and-estate-planning","published_at":"2025-03-05T09:00:00+00:00","page_url":"https://stenobird.com/podcast/the-practical-planner-6675551/how-ai-is-changing-wealth-management-and-estate-planning","show_page_url":"https://stenobird.com/podcast/the-practical-planner-6675551","url":"https://api.riverside.com/hosting-analytics/media/36c192e4d8325ce4a23bf42983100d881a5cde7a3b189526f5877f9b3d06c8ae/eyJlcGlzb2RlSWQiOiI5YWE2YzRmNS03MDM3LTQyYTQtOTM5Yy1iNjY5OTZjYjYzMmQiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvaW1wb3J0cy9wb2RjYXN0cy9kYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMvZXBpc29kZXMvOWFhNmM0ZjUtNzAzNy00MmE0LTkzOWMtYjY2OTk2Y2I2MzJkL1dFV0VDOTc4NTgxMzg1NS5tcDMifQ==.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/36c192e4d8325ce4a23bf42983100d881a5cde7a3b189526f5877f9b3d06c8ae/eyJlcGlzb2RlSWQiOiI5YWE2YzRmNS03MDM3LTQyYTQtOTM5Yy1iNjY5OTZjYjYzMmQiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvaW1wb3J0cy9wb2RjYXN0cy9kYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMvZXBpc29kZXMvOWFhNmM0ZjUtNzAzNy00MmE0LTkzOWMtYjY2OTk2Y2I2MzJkL1dFV0VDOTc4NTgxMzg1NS5tcDMifQ==.mp3","summary":"AI is transforming wealth management and estate planning, but how should advisors think about it? In this episode, Thomas Kopelman, Dave Haughton, and Anne Rhodes sit down with Seungwoo Son, VP of Applied AI at Wealth.com, to unpack what AI can do today—and where it’s headed. They break down how advisors can use AI to streamline workflows, why human oversight still matters, and what to watch for when evaluating AI tools. From data privacy concerns to spotting unreliable outputs, they cover the must-knows for integrating AI effectively. AI won’t replace advisors, but those who use it wisely will have a clear advantage.","meta_description":"AI is transforming wealth management and estate planning, but how should advisors think about it? In this episode, Thomas Kopelman, Dave Haughton, and Ann…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1684,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-practical-planner-6675551/episodes/how-ai-is-changing-wealth-management-and-estate-planning/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-practical-planner-6675551/how-ai-is-changing-wealth-management-and-estate-planning.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}