Robin Glen

Ever wonder how our Celeste Moya came to the world of life insurance and planning? In this interview with Judy Hoberman, Celeste shares the story of how she found her way to the industry, as well as talking about women in leadership roles and her goals for the coming year. Click the link below to read the fascinating interview in full. https://lnkd.in/eRys2-T9

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. In our latest episode of Planning Reimagined, Celeste Moya welcomes Dan Lappin, Founder of Lappin180, to discuss a whole new way to approach goal setting through building a resilient mindset. Through personal anecdotes, professional insights, and practical strategies, they unravel the often misunderstood concept of detachment from outcomes, emphasizing a focus on processes rather than end goals. Dan discusses how embracing discomfort and failure can be pivotal for growth. Celeste talks about how her father's advice to be "comfortable being uncomfortable" has shaped her career and personal life. You can watch the episode in full at the link below or listen on your preferred podcast platform. 🚨 But wait! There's more! Dan has graciously offered one of our followers a free 30-Minute session on "How to get or stay on track!" Here’s how to qualify: 1️⃣ Watch the podcast on YouTube (link below). 2️⃣ Like the video. 3️⃣ Subscribe to our channel. 4️⃣ Come back here and comment on this post with “Done!” 📅 Deadline: Friday January 17th We will enter all applicable entrants into a raffle and pick one lucky winner for the session. We will DM the winner on LinkedIn with more details. https://lnkd.in/eNG8FxGr #goalsetting #planningforsuccess #mindset

Wishing you a very happy 2025 from all of us here at Robin Glen!

Wishing you a happy holiday season from the entire Robin Glen team!

How do you talk to your kids about wealth without mentioning money? In this clip from our latest episode of Planning Reimagined, our guest, Jeff Savlov, explains that it is all about the power of storytelling. See what he means in the clip below. #storytelling #legacyplanning

Struggling with how to speak to your kids about wealth? We got you covered! In our latest episode of Planning Reimagined, Celeste Moya and Kristopher Stegall welcome Jeff Savlov, a family business and wealth consultant, to discuss the intricate dynamics of family values, communication, and wealth management. Jeff introduces an exercise for families to identify their core values and highlights the importance of creating a family mission statement. He also shares his purposeful legacy family project designed to engage young children in meaningful discussions about values and needs. Through compelling anecdotes and practical advice, they discuss the challenges families face in maintaining open communication, particularly about financial matters, and offer tools to foster healthier dynamics. You can watch the entire episode at the link below, or listen on your preferred podcast platform. https://lnkd.in/eVtxXCNn #familylegacy #familywealth #familycommunication

Can you use life insurance to be even more philanthropic? In this clip from our latest episode of Planning Reimagined, Kristopher Stegall, Celeste Moya and our guest, Richard Peck, explore the strategies involving life insurance that can help to maximize the impact of your charitable giving. And check out the entire episode at the link below (or on your preferred podcast platform). https://lnkd.in/eYtX9_4u #charitablegiving #philanthropicgiving #lifeinsurance

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, Richard Peck, explains about the ways crypto assets can be used in a donation to a charitable cause and why both donors and philanthropic organizations should consider the possibility. #charitablegiving #philanthropicgiving #crypto

When engaging in philanthropic planning, it is important to know your goals and wants before turning to the mechanisms that will implement your plan. We explain why this step is so crucial in this clip from our latest episode of Planning Reimagined. #philanthropicgiving #charitableplanning #estateplanning

After listening to our last episode of Planning Reimagined, you may be moved to see how you can add philanthropic giving to your overall planning. Well, we've got your covered. In our newest episode (available at the link below), Celeste and Kristopher sit down with philanthropy adviser Richard Peck to explore the intricacies of strategic charitable planning. Rick shares practical strategies for charitable giving, from simple checkbook donations to more complex approaches like commercial donor-advised funds (DAFs) and private foundations, highlighting the importance of aligning philanthropic goals with personal and financial objectives. They also discuss the evolving landscape of philanthropy, noting how changes in tax laws and the rise of digital assets like cryptocurrency influence nonprofit strategies. Check it out at the link below or on your preferred podcast platform. https://lnkd.in/eaqi2dU9 #charitablegiving #charitableplanning #philanthropy #philanthropicgiving #philanthropicplanning