Robin Glen

We turn aspirations into lasting legacies by expertly blending life insurance with wealth and tax strategy.

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When we see a successful person, we are really only seeing 5% of their journey.

In this clip from our latest episode of Planning Reimagined, we examine the myth of the "overnight success."

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Failure is not who we are.

In this clip from our latest episode of Planning Reimagined, our guest, Dan Lappin, provides a powerful reminder that although we may fail in a particular situation, that does not define who we are.

#goalsetting #overcomingfailure

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To increase your chances of exceeding at a task, you need to detach yourself from the outcome.

But doesn't that feel counterintuitive to everything we learn growing up?

In this clip from our latest Planning Reimagined episode, the conversation explores this idea.

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We just started a new year and many folks probably set some goals for 2025. Well, we've got just the thing to help make sure you are successful in those pursuits.

Check out our latest episode of Planning Reimagined!

https://t.co/QsUyUDawKs

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For wealth families that are successful in coming together, there's a sense of openness and flexibility by older generations to the younger members.

In this clip from our latest episode of Planning Reimagined, @JeffSavlov, explains what a productive conversation might look like.

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How do you talk to your kids about wealth without mentioning money?

In this clip from our latest episode of Planning Reimagined, our guest, @JeffSavlov , explains that it is all about the power of storytelling.

See what he means in the clip below.

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How Zoom (yes Zoom) can help facilitate a better and quicker passing of a family business to a new generation.

Our latest Planning Reimagined guest, @JeffSavlov , explains.

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What's more important, having a voice or having a vote?

@JeffSavlov shares some interesting research.

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Explore Donor Impact: Find What Resonates With You

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With Bitcoin hitting $100,000, is it time to discuss crypto assets and charitable donations?

In this clip from our latest episode of Planning Reimagined, our guest, Rick Peck, explains about the ways crypto assets can be used in a donation to a charitable cause.

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From all of us at Robin Glen, we hope you have a very happy Thanksgiving!

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Traveling for the holiday and looking for something to listen to?

We have the thing just for you!

All episodes of our Planning Reimagined podcast are available on our website as well as Spotify and Apple Podcasts.

https://t.co/GWS3wImcXY

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Café Momentum Ambassador Tristian Williams shares advice on how to overcome adversity in this clip for our latest Planning Reimagined podcast.

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"Resiliency means to get through something. Overcoming means to own it."

An incredibly powerful lesson shared by the guests on our latest Planning Reimagined podcast. To watch the episode in full, click the link below.

https://t.co/19gTdwvyaj

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Looking for a way to give back and become more involved in your community?

Start by showing up.

As this clip from our latest episode of Planning Reimagined shows, you don't need a grand plan to start.

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How to manage multigenerational wealth discussions after the sale of a business.

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After you sell your business, it's important to revisit your estate plan.

On the latest episode of Planning Reimagined, the discussion focuses on the reason why your estate plan should be viewed as an ever evolving documents that should be reviewed every 3 to 5 years.

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Are Opportunity Zones still a thing, or has the period of their effectiveness passed?

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You've sold your business. Congrats! Now what?

In our latest episode of Planning Reimagined, Celeste is joined by Judy Barton and Katherine Sharp to discuss the intricacies of post-sale wealth management for business owners.

https://t.co/jh6wYCYiSI

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Our Celeste Moya and Kristopher Stegall were excited to join our friends from BetterWealth on a recently released episode of their hit podcast.

https://t.co/4GusgiSoRC