Month: August 2025

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Why Estate Planning Can’t Wait (Ep. 9)

Why Estate Planning Can’t Wait (Ep. 9)

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When you think of estate planning, do visions of stuffy legal offices and endless paperwork come to mind? It’s time to change that.

In this episode, Thomas Manetta is here to change that perception. Drawing from years of firsthand experience, Thomas shares why estate planning isn’t just for the ultra-wealthy and why putting it off can lead to conflict, confusion, and costly legal battles. From sibling disputes to outdated trusts, he’s seen the ripple effects of poor planning. But thanks to new technologies and AI-powered tools, creating a legally sound estate plan is now simpler, faster, and more accessible than ever.

What you’ll learn from this episode:

  • Why waiting to plan your estate can tear families apart
  • How Thomas offers complimentary estate planning to clients
  • The surprising role AI is playing in the future of holistic financial advice
  • Common estate planning mistakes (and how to avoid them)
  • And more!

Connect with Thomas Manetta: 

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Rethinking Taxes: How Year-Round Planning and AI Are Changing the Game (Ep. 8)

Rethinking Taxes: How Year-Round Planning and AI Are Changing the Game (Ep. 8)

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What if taxes didn’t have to be so stressful?

This week, Thomas Manetta shares how real-time tax planning and new tech tools are transforming the advisor-client relationship. He also opens up about his own education journey and how AI is rewriting the rules, both in school and in finance. 

From Holistiplan to ChatGPT, this episode uncovers how integrated planning is the future of financial services.

Thomas discusses:

  • How Holistiplan software enables year-round conversations that reduce tax-time stress
  • Why he requires three years of tax returns from every new client
  • How AI and automation could reshape both IRS operations and client planning workflows
  • The dramatic shift in education around AI tools, including his graduate school experience
  • The vision of a fully integrated planning platform at the custodial level
  • And more!

Connect with Thomas Manetta: 

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