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Legacy Blueprint: Plan It Forward

by Mike Bascom
How ToEducation

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Latest episodes

  • Leaving Money or Making Memories? Finding Your Retirement Balance

    October 21, 2026 · 38 min

    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, tax planning, and…

  • Can Your Business Survive Without You? Succession Planning Explained

    October 14, 2026 · 56 min

    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 explore how business…

  • Building a Lasting Legacy: Retirement, Taxes, and Family Wealth

    October 7, 2026 · 44 min

    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 discuss why financial…

  • Smart Mortgage Strategies for Real Estate Investors & Business Owners

    September 30, 2026 · 22 min

    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, President of Angel…

  • Beyond Wealth: How to Make Your Money and Legacy Count

    September 23, 2026 · 23 min

    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 with Patrick Renn…

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  • Tax Planning Before Retirement: Avoiding Costly IRS Problems

    August 26, 2026 · 30 min

    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 leaving a strong financial…

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

    July 29, 2026 · 23 min

    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 creating a strategy that…

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

    July 22, 2026 · 32 min

    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 sits down with Kevin…

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

    July 15, 2026 · 27 min

    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 sits down with…

  • Elder Law Essentials: What Your Family Needs Before You Downsize

    July 1, 2026 · 15 min

    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 downsizing journey, sits…

  • Debugging Finances for Stronger Multi-Generational Wealth

    June 24, 2026 · 35 min

    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 protection, and…

  • Bonus Episode: Elevating Professional Expertise Through Industry Trend Knowledge

    June 18, 2026 · 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 professionals through…

Full episode archive on Apple Podcasts →

About the show

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!