We know—it sounds like one of those topics: boring, scary, or just plain overwhelming. But in this episode, we flip the script on estate planning. In a world where so much feels out of our control, this is one area where we do have agency.

We're breaking the taboo and talking about it—openly, honestly, and with a little levity. You’ll learn why estate planning matters (even if you're not rich), what to consider, and how to take the first step without spiraling.

This isn’t just paperwork—it’s peace of mind.

In this episode, we reference the workbook "I'm Dead, Now What", a tool that Ebony has found helpful if you don't know where to start. You can access the book here: https://a.co/d/bN0b8qI

Support the show

Love the podcast? Subscribe and follow to never miss an episode.
Linkedin | Twitter | Facebook | Instagram | Join our mailing list

By 2048, women are projected to inherit a staggering $48 trillion from their spouses as part of the Great Wealth Transfer. Yet, many financial professionals are still failing to plan with women in mind. What's up with that?!? In this episode, we unpack the overlooked role of women in wealth planning, the consequences of excluding them, and the critical steps advisors and families must take to ensure women are supported and empowered to make informed financial decisions. This is more than a trend—it’s a shift that demands urgent attention.

Support the show

Love the podcast? Subscribe and follow to never miss an episode.
Linkedin | Twitter | Facebook | Instagram | Join our mailing list

This episode explores how Realize Impact empowers donors to turn capital from donor-advised funds (DAF) into real-world change through impact investing. Discover how you can use your DAF to support innovative solutions and why Realize Impact calls itself the "easy button" for philanthropists. Whether you're new to impact investing or looking to amplify your giving, this conversation will show you how simple it can be to use your DAF to invest in social enterprises addressing the issues most important to you.

Support the show

Love the podcast? Subscribe and follow to never miss an episode.
Linkedin | Twitter | Facebook | Instagram | Join our mailing list

Donor Advised Funds (DAFs), when used as intended, can help create a better world. Although they are commonly used to provide traditional grants to nonprofits, they can also be a form of impact investing. But how?

In this episode, the first of a 2-part series, we discuss how you can use your DAF to invest in impact and social businesses around the world. Piper Bonacquist and Matt Eldridge join us to share how their organization, Realize Impact, helps DAF fundholders invest in change.

Listen now!

Support the show

Love the podcast? Subscribe and follow to never miss an episode.
Linkedin | Twitter | Facebook | Instagram | Join our mailing list

At a time when nonprofits are feeling attacked and experiencing funding cuts, The Gates Foundation is demonstrating how philanthropy can lead. They recently announced that they will spend down their $200 billion endowment over the next 20 years and close the organization by 2045. This episode discusses this huge announcement and how other philanthropists and donor-advised fundholders (DAFs) can follow their lead and support nonprofits during these difficult times.

Listen now.

Support the show

Love the podcast? Subscribe and follow to never miss an episode.
Linkedin | Twitter | Facebook | Instagram | Join our mailing list

* Crickets*

Have you noticed that the impact industry has gone silent about all things green? In this episode, the co-hosts also discuss the recent cancellation of the Greenhouse Gas Reduction Fund grants and how this change will impact rural and low- income communities.

Ebony also discusses her passion for the planet and how climate is contributing to an increasing number of natural disasters. Listen now to learn how others in the industry are adjusting to meet this moment.

Support the show

Love the podcast? Subscribe and follow to never miss an episode.
Linkedin | Twitter | Facebook | Instagram | Join our mailing list

Are you or your organization struggling with how to talk about your work, considering recent government funding regulations? You’re not alone. In this episode, the co-hosts share how they are adjusting to the new funding requirements while remaining true to her organization's mission and the communities they serve. Leah also shares how a renegade responds during these critical times.

Below, are links to the articles and Ted Talk that we referenced in the episode:

The Words Federal Agencies Are Discouraged From Using Under Trump - The New York Times

https://youtu.be/sMKIpycFaOg?si=60VDPa8F2AkH0hiA

Support the show

Love the podcast? Subscribe and follow to never miss an episode.
Linkedin | Twitter | Facebook | Instagram | Join our mailing list