{"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":"Tips for New Parents","slug":"tips-for-new-parents","published_at":"2026-05-26T19:56:28+00:00","page_url":"https://stenobird.com/podcast/the-practical-planner-6675551/tips-for-new-parents","show_page_url":"https://stenobird.com/podcast/the-practical-planner-6675551","url":"https://api.riverside.com/hosting-analytics/media/c113229b2d7a5ce5aa23882e91f0726d2cf3653cc0a572ac4799d0b23c977d72/eyJlcGlzb2RlSWQiOiJmNTZhZDg3OS1mYjBiLTQ5ZGEtODFhNy02NTQ0NWQ0N2FiMmEiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmExNWZhZWQ4MWQ0OGQyNGM3ODYyYTBkL3RoZS1wcmFjdGljYWwtcGxhbm5lci1jb21wb3Nlci0yMDI2LTUtMjZfXzIxLTU2LTI5Lm1wMyJ9.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/c113229b2d7a5ce5aa23882e91f0726d2cf3653cc0a572ac4799d0b23c977d72/eyJlcGlzb2RlSWQiOiJmNTZhZDg3OS1mYjBiLTQ5ZGEtODFhNy02NTQ0NWQ0N2FiMmEiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmExNWZhZWQ4MWQ0OGQyNGM3ODYyYTBkL3RoZS1wcmFjdGljYWwtcGxhbm5lci1jb21wb3Nlci0yMDI2LTUtMjZfXzIxLTU2LTI5Lm1wMyJ9.mp3","summary":"Thomas Kopelman is joined by Lisa Weigel, Senior Counsel and Strategic Growth Director at Wealth.com , to explore the essential estate planning steps new parents need to take. They break down how to designate guardians in a will, structure trusts for minor children, and build in flexibility through mechanisms like trust protectors. The conversation also dives into funding strategies—from 529 plans and Roth IRAs to gifting trusts and qualified education gifts—helping parents and grandparents find the right savings vehicles for their family's goals. Whether your clients just had their first child or are revisiting their plan as their family grows, this episode offers a practical roadmap for getting it right.","meta_description":"Thomas Kopelman is joined by Lisa Weigel, Senior Counsel and Strategic Growth Director at Wealth.com , to explore the essential estate planning steps new…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1490,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-practical-planner-6675551/episodes/tips-for-new-parents/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/tips-for-new-parents.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}