Podcasts · Education

Legacy Blueprint: Plan It Forward

Mike Bascom

29 episodes

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

  1. Leaving Money or Making Memories? Finding Your Retirement Balance

    · 38 min · S1 E22

    How can you enjoy the retirement you’ve earned while protecting your family’s financial future? Mike Bascom welcomes Hamilton Brandenburg, founder of Brandenburg Financial Services, to explore how retirement income,…

  2. Can Your Business Survive Without You? Succession Planning Explained

    · 56 min · S1 E21

    If you stepped away from your business for 90 days, would it continue to thrive—or would everything fall apart? In this episode of Legacy Blueprint: Plan It Forward, Mike Bascom welcomes Andrew Mirolli, CEPA®, to…

  3. Building a Lasting Legacy: Retirement, Taxes, and Family Wealth

    · 44 min · S1 E20

    How can you turn a lifetime of saving into a retirement that supports your goals, protects your family, and creates a lasting legacy? Mike Bascom welcomes Rebecca Irey, founder and CEO of Blue Skye Financial, to…

  4. Smart Mortgage Strategies for Real Estate Investors & Business Owners

    · 22 min · S1 E19

    How can smart mortgage strategies and real estate ownership help you build wealth and create a stronger financial legacy? In this episode of Legacy Blueprint: Plan It Forward, Mike Bascom sits down with Tom Hutchens,…

  5. Beyond Wealth: How to Make Your Money and Legacy Count

    · 23 min · S1 E18

    How can you ensure that the wealth you’ve built passes on more than just money to the next generation? Building a meaningful legacy requires thinking beyond dollars and assets. In this episode, Mike Bascom sits down…

  6. Tax Planning Before Retirement: Avoiding Costly IRS Problems

    · 30 min · S1 E16

    Could unresolved tax issues today create financial problems for your family and your legacy tomorrow? CPA Denson Pepper joins Mike Bascom to explore the important connection between tax planning, retirement, and…

  7. The Biggest Retirement Planning Mistakes (And How to Avoid Them)

    · 23 min · S1 E15

    What are the biggest retirement planning mistakes people make, and how can you avoid them before they jeopardize your financial future? Retirement planning is about much more than building a nest egg—it’s about…

  8. How to Plan for Long-Term Care Before a Family Crisis Hits

    · 32 min · S1 E14

    What are the critical, often-overlooked logistical and financial hurdles families face when transitioning a loved one to in-home care—and how can proactive planning prevent a crisis? In this episode, host Mike Bascom…

  9. The Secret to Charging What You're Worth Without Feeling Salesy

    · 27 min · S1 E13

    How can pricing your expertise correctly help you build a more valuable business, attract better clients, and leave a stronger legacy for your family? In this episode of Legacy Blueprint: Plan It Forward, Mike Bascom…

  10. Elder Law Essentials: What Your Family Needs Before You Downsize

    · 15 min · S1 E12

    What are the essential estate planning steps you should take before downsizing your home? In this special episode, Kanani Briggs, Lead Agent and Mentor at The Curtin Team and guide for individuals navigating the…

  11. Debugging Finances for Stronger Multi-Generational Wealth

    · 35 min · S1 E11

    What does it mean to take a protection-first approach to financial planning? CJ Francis-Eronini, managing partner at YU Financial, brings a deeply personal and practical perspective to financial planning, legacy…

  12. Bonus Episode: Elevating Professional Expertise Through Industry Trend Knowledge

    · 19 min

    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…

  13. Bonus Episode: The Truth About Real Estate: Why It’s a Business, Not Just a Job

    · 32 min

    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…

  14. Bonus Episode: Cash Flow and Tangible Assets: Pillars of Real Estate

    · 37 min

    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…

  15. Comprehensive Guidance for Life Insurance Planning

    · 21 min · S1 E10

    How can a personal family crisis and a background in financial numbers reshape the way we approach life insurance? Elijah John is a certified life insurance broker with a robust background in accounting and financial…

  16. Bonus Episode: Psychological Barriers: The Hidden Obstacles to Financial Success

    · 25 min

    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…

  17. Bonus Episode: AI-Driven Life Insurance Simplification Platform

    · 36 min

    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…

  18. Bonus Episode: Transformative Financial Empowerment through Community

    · 39 min

    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…

  19. Bonus Episode: Consolidations: Bringing Wall Street Values to Main Street Businesses

    · 34 min

    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…

  20. Uncovering Opportunities in Northeast Georgia's Real Estate Market - with Julie Cunningham

    · 14 min · S1 E9

    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…

  21. Elevating Professional Expertise Through Industry Trend Knowledge - with Robert Amato

    · 19 min · S1 E8

    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…

  22. The Truth About Real Estate: Why It’s a Business, Not Just a Job - with Amy Adams

    · 32 min · S1 E7

    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…

  23. Cash Flow and Tangible Assets: Pillars of Real Estate - With Samir T. Patel

    · 37 min · S1 E6

    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…

  24. Psychological Barriers: The Hidden Obstacles to Financial Success - with Alyson Burkett

    · 25 min · S1 E5

    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…

  25. AI-Driven Life Insurance Simplification Platform - with David Kleinhandler

    · 36 min · S1 E4

    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…

  26. Transformative Financial Empowerment through Community - with Sarah Blankenship

    · 39 min · S1 E3

    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…

  27. Consolidations: Bringing Wall Street Values to Main Street Businesses - with Lee Henry

    · 36 min · S1 E2

    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…

  28. Familial Support in Estate Planning: A Legacy Blueprint - with Brad Bascom

    · 17 min · S1 E1

    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…

  29. Welcome to Legacy Blueprint: Plan It Forward

    · 1:10 · Trailer

    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…

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