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The Practical Planner: Everything advisors need for effective estate planning

wealth.com
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BusinessPodcastsTechnologyENunited-statesDaily or near-daily
4.9 / 5
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
Top 51.8% by pitch volume (Rank #25919 of 50,000)Data updated Feb 10, 2026

Key Facts

Publishes
Daily or near-daily
Episodes
58
Founded
N/A
Category
Business
Number of listeners
Private
Hidden on public pages

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Public snapshot
Audience: Under 4K / month
Canonical: https://podpitch.com/podcasts/the-practical-planner-everything-advisors-need-for-effective-estate-planning
Cadence: Active monthly
Reply rate: Under 2%

Latest Episodes

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Creating Liquidity at Death

Wed Jan 21 2026

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In this episode of the Practical Planner Podcast, host Thomas Kopelman, along with Anne Rhodes and guest Rachel Hartman, delve into the critical topic of liquidity in estate planning. They discuss the importance of liquidity for high-net-worth individuals, especially in the context of estate taxes and the implications of death. The conversation covers various strategies for creating liquidity, including the role of life insurance, tax implications after death, and the necessity of proper estate planning to avoid complications for beneficiaries. The episode emphasizes the need for advisors to guide clients in ensuring their estate plans are robust and capable of addressing liquidity needs effectively.

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In this episode of the Practical Planner Podcast, host Thomas Kopelman, along with Anne Rhodes and guest Rachel Hartman, delve into the critical topic of liquidity in estate planning. They discuss the importance of liquidity for high-net-worth individuals, especially in the context of estate taxes and the implications of death. The conversation covers various strategies for creating liquidity, including the role of life insurance, tax implications after death, and the necessity of proper estate planning to avoid complications for beneficiaries. The episode emphasizes the need for advisors to guide clients in ensuring their estate plans are robust and capable of addressing liquidity needs effectively.

Key Metrics

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Pitches sent
13
From PodPitch users
Rank
#25919
Top 51.8% by pitch volume (Rank #25919 of 50,000)
Average rating
4.9
Ratings count may be unavailable
Reviews
3
Written reviews (when available)
Publish cadence
Daily or near-daily
Active monthly
Episode count
58
Data updated
Feb 10, 2026
Social followers
2.6K

Public Snapshot

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BusinessPodcastsTechnology
Country
United States
Language
English
Language (ISO)
Release cadence
Daily or near-daily
Latest episode date
Wed Jan 21 2026

Audience & Outreach (Public)

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Audience range
Under 4K / month
Public band
Reply rate band
Under 2%
Public band
Response time band
30+ days
Public band
Replies received
1–5
Public band

Public ranges are rounded for privacy. Unlock the full report for exact values.

Presence & Signals

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Social followers
2.6K
Contact available
Yes
Masked on public pages
Sponsors detected
Yes
Guest format
No

Social links

No public profiles listed.

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Audience & Growth
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Monthly listeners49,360
Reply rate18.2%
Avg response4.1 days
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Reviews

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4.9 / 5
RatingsN/A
Written reviews3

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Frequently Asked Questions About The Practical Planner: Everything advisors need for effective estate planning

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What is The Practical Planner: Everything advisors need for effective estate planning about?

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

How often does The Practical Planner: Everything advisors need for effective estate planning publish new episodes?

Daily or near-daily

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