Legacy Blueprint: Plan It Forward
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!
Episodes
Which AI tools are optimal for enhancing customer experience in the insurance industry?
David Kleinhandler, the visionary founder of Optofino, plays a pivotal role in transforming the insuretech industry with his innovative approach and over 35 years of expertise in wealth planning and insurance technology. He launched Optofino to tackle the prevalent challenges in life insurance, such as the lack of aftercare and policy complex...
What role do mentorship and community play in empowering women's financial independence?
Sarah Blankenship, with over a decade of experience in the financial services industry, is a leading advocate for women's financial empowerment and the COO of Wilcox Financial Group. She believes that financial empowerment is especially crucial for women during significant life transitions, such as leaving an abusive relationship or starting...
What role does due diligence play in facilitating a successful business sale?
Lee Henry, a distinguished business sales expert based in Georgia, combines his robust work ethic, rooted in his upbringing on a dairy farm, with a comprehensive understanding of multiple trades to guide business owners in maximizing the value of their companies. He believes that true success in business sales comes from diligence and an unwavering com...
Why is collaborative planning essential in estate planning?
Attorney Mike Bascom brings an unparalleled level of insight to estate planning by blending deep legal specialization with a "problem prevention" philosophy that treats wealth as more than just numbers—it’s about values and peace of mind. Licensed in both Georgia and Florida and admitted to the U.S. Tax Court, Mike’s expertise spans the entire spectrum of asset protecti...
Behind every successful plan is a team of visionaries—leaders who bring clarity, strategy, and experience to the table.
Welcome to Legacy Blueprint: Plan It Forward, the podcast that showcases the thought leaders shaping the future of wealth, estate, and financial planning.
Hosted by estate planning attorney Mike Bascom, each episode highlights conversations with industry experts—from advisors and strategists to CPAs and att...
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