March 15, 2022
On this episode of The Digital Planning Podcast, Jen, Ross, and Justin are joined by Sheona McDonald, an accomplished filmmaker,…
February 22, 2022
Jen, Ross, and Justin kick off Season Four of the Digital Planning Podcast with guest, Joel Revill, CEO of Two…
December 22, 2021
In this episode of The Digital Planning Podcast, Jen, Ross, and Justin engage in a roundtable discussion about NFTs and the…
December 6, 2021
In this episode of the Digital Planning Podcast, Jen, Ross, and Justin are joined by Triedata Founder and CEO Raghunath…
November 11, 2021
Bill Hussey, a partner in the Trusts & Estates Practice joins Greg Klipstein, a wealth advisor at JFS Wealth Advisors,…
October 15, 2021
In this episode of The Digital Planning Podcast, Jen, Ross, and Justin speak with Ayesha Minhaj, Associate Security Counsel at Google. The…
July 28, 2021
In this episode of The Digital Planning Podcast, Jen, Ross, and Justin speak with Trust & Will Founder and CEO Cody Barbo…
May 28, 2021
Like many practices, the probate process has been reshaped as a result of the pandemic. In this episode of The…
April 13, 2021
In this episode of The Digital Planning Podcast, Jen, Ross, and Justin speak with Ed Zabar, founder and CEO of…