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 staging and pricing a property correctly important in the current market?
Julie Cunningham is a seasoned realtor with 25 years of experience in the real estate market of Northeast Georgia, known for her positive, determined, and compassionate approach. She believes that current market trends present significant opportunities for both buyers and sellers; buyers benefit from attractive incentives on new constructions, while...
How can a bucket strategy help in balancing short-term liquidity needs with long-term investment goals?
Robert Amato, a seasoned financial planner with a career spanning over 25 years, is well-versed in guiding young professionals through the intricacies of financial planning. As the founder of Compass Wealth Management and holding credentials such as CFP and CIMA, Amato emphasizes the necessity for young individuals to engage i...
Is your home truly a "savings account you sleep in," or are you overlooking the legal protections that keep your biggest investment safe?
In this episode, Amy Adams, a licensed Associate Broker and Gold Standard Instructor with nearly 20 years of industry experience, joins host Mike Bascom to demystify the complexities of the modern property market. Amy discusses real estate education and market evolution, sharing valuable insig...
How can learning from experienced individuals benefit real estate investors?
Samir T. Patel is a prominent real estate entrepreneur and managing partner at Trophy Point Capital, a private lending firm that has facilitated over $150 million in transactions. His journey into real estate began ambitiously at West Point, where he acquired his first hotel during his junior year, weathering economic challenges like the financial crisi...
Why is it important to establish an emergency fund in financial planning?
Alyson Burkett is a distinguished financial planner with a profound commitment to guiding families through the complexities of retirement, a dedication she has pursued since 2009. Holding prestigious designations such as the Chartered Retirement Planning Counselor and Certified Financial Planner, Alyson leverages her expertise to cater specifically to the ...
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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