Smart Planning 101 with Nicole Wipp
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According to PEW research, over 90% of Americans do not have long-term care insurance. And yet, the Department of Health and Human Services says that more than half of adults 65 or older will...
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- 4 years ago
42:02
Did you know that financial mistakes are one of the biggest signs or symptoms of Alzheimer's and related dementias even up to six years prior to a diagnosis? And according to the journal of h...
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- 4 years ago
30:40
Have you ever had to make the decision to let someone else die? Or even a decision for someone else to have a procedure that could lead to their death. Or, did your family have conflict aroun...
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- 4 years ago
32:39
Is your whole retirement planning strategy based on the assumption that you're going to be in a lower tax bracket upon retirement?
In this episode, Nicole Wipp talks with John Rohrhoff from J...
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- 4 years ago
23:53
In this episode, I talk with John Rohrhoff from JR financial services about socially responsible investing, what it is, things to think about, and how to get started.
Visit smartplannin...
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- 4 years ago
22:53
The FBI estimates that seniors lose more than $3 billion each year to fraud. So what happens when a beloved grandchild calls, begging for money because a bad thing happened to them. Well, you...
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- 4 years ago
08:30
Right now, we are thinking about our healthcare and our privacy more than ever. In this episode, Nicole covers what “healthcare privacy” really means, what the limits of privacy are for us as...
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- 4 years ago
23:24
What is the second-worst thing that could happen to your children, if something happened to you?
It's simply this: that you didn't make a plan for them.
In this episode, I’m going to ta...
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- 4 years ago
14:09
Have you ever heard that you can give away up to $15,000 per person per year to avoid gift tax?
Spoiler alert: the government gives with one hand and takes away with the other.
Now, as a gene...
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- 5 years ago
22:15
Do you, or do your parents or even grandparents, want to remain at home for the rest of your life? For over 75% of people age 50 and above, the answer is yes. But sadly, less than 1% of peopl...
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- 5 years ago
34:34
It's been five years since I've recorded a podcast episode on Smart Planning 101, but I'm back! And the content is more important now than ever. In this short episode, I'll explain why I stop...
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- 5 years ago
03:51
Do you need estate planning? I'm going to talk about 14 of the major considerations you should be thinking about when you're considering whether you should plan no matter what your age. Now j...
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- 5 years ago
18:45
When it comes to rare disease and chronic illness, early diagnosis is important for many reasons - but even more so when a person has a condition known as pulmonary hypertension (PH). Why? If...
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- 10 years ago
41:55
No one expects bad things to happen to them, or those they love. But real life tells us that bad things happen to good people, every day.
This episode is all about planning for an unexpected ...
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- 11 years ago
12:47
In this episode, expert guest Kevin Weedmark discusses how to think strategically about your home and the financial situation around your home, particularly as it relates to refinancing in to...
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- 12 years ago
45:05
The Supreme Court’s recent decision in Clark v. Rameker means that every person needs to understand their options for protecting this important asset!
If you own an IRA, 401k, 403b, tax-defer...
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- 12 years ago
41:08
What is an irrevocable pure grantor trust, and why would someone want one? In this episode, David Zumpano, a nationally recognized expert on asset protection, estate planning & elde...
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- 12 years ago
27:58
Part Five of the 5 Things Adult Children of Aging Parents Need to Know Now -- The Pre-Planning Options That Your Aging Parent Needed Yesterday
–This topic somewhat revisits the concept that “...
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- 12 years ago
24:17
Part Four of The 5 Things Adult Children of Aging Parents Need to Know Now (Episode 18):
In this episode, Audrey Ehrhardt of ElderCounsel and I talk about the different types of sce...
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- 12 years ago
15:26
What is long-term care? How do we plan for our parents’ needs as they age – what are our options? In this episode, Audrey Ehrhardt from ElderCounsel and I discuss the many different types of ...
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- 12 years ago
17:25
In this episode, Audrey Ehrhardt from ElderCounsel and I discuss the fact that people THINK they’ve “gotten it all taken care of” – but we explore the reasons why this is a dangerous assumpti...
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- 12 years ago
20:40
In this five-part series, I (Nicole) interview Audrey Ehrhardt, the Office Management Director of the national elder law organization ElderCounsel, and we discuss the FIVE THINGS adult c...
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- 12 years ago
22:45
In this short episode, family estate planning and elder law attorney discusses how wills tend to have very little relevance for many people these days.
Listen to the entire episode related to...
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- 12 years ago
01:42
In this short episode, nationally recognized pet planning expert Peggy Hoyt shares the "one thing" she wishes EVERY pet owner would do when it comes to planning for their pets.
Pet trust, pet...
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- 12 years ago
01:25
The continuation of Steve Frank’s family story of his mother’s Alzheimer’s diagnosis and treatment.
Did you miss part 1? Click here
What you will learn in this episode:
Steve continues ...
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- 12 years ago
37:35
Even though wills are one of the, if not the, most familiar legal documents there are, the fact of the matter is, most people don’t really understand how they work.
Unfortunately, wrong infor...
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- 12 years ago
13:00
Even though for many, pets are as dear as children, the laws definitely don’t see it that way. Unless you plan, your pet is no more important, legally, than a piece of furniture.
That b...
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- 12 years ago
27:53
In this continuation of my discussion with a nationally recognized expert on VA Improved Pension, Jim Swain, you will learn:
we continue to discuss the dangers of recommendations for, and th...
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- 12 years ago
18:19
MEMORIAL DAY – Let’s honor those that have given their lives in service to our country by learning more about how we can help our elderly Veterans, or their spouses, widows, and widowers, in ...
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- 12 years ago
24:13
Certified Exit Coach Bill Black discusses how approaching retirement for business owners can be a time that is difficult, especially when you're used to working. At the same time, however, it...
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- 12 years ago
02:24
Leadership Coach Steve Frank's "Smart Minute" planning tip is revealed when he discusses taking a leadership role in long-term care issues for parents, in light of his experience as both a pr...
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- 12 years ago
01:07
Business exit planning is crucial to maximizing your investment in time, energy, and brainpower as an entrepreneur. Business owners over 50 have a special challenge because so many will be ex...
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- 12 years ago
29:18
What is the Smart Planning 101 Podcast all about? In this short episode, host Nicole Wipp discusses why she started this podcast, what you can expect, and the importance of Smart Planning!
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- 12 years ago
04:15
Nicole gives advice to anyone contemplating divorce about keeping your head on straight, planning for the rest of your life, understanding what divorce DOESN’T do for you, who you need on you...
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- 12 years ago
19:17
Steve Frank, an executive leadership coach and CEO of Evolution 360, discusses his family's journey after his mother was diagnosed with Alzheimer's. In this interview, he tells us about the c...
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- 12 years ago
29:00
I get quizzed by Bert Martinez … can I handle the pressure ;)?
The tables are turned – I get interviewed by popular blog and radio show host Bert Martinez of Money for Lunch. Bert asks...
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- 12 years ago
22:10
Description
Smart Planning 101 Podcast ... shedding light on intelligent estate planning, strategic financial decision-making, health care options, and more. Host Nicole Wipp's mission is to educate and inspire people to make better estate, financial, health, and business planning choices through knowledge, tools, and specific tactics that ensure a more secure future. Death planning, life planning, long-term care planning, business planning, financial. Learn about helping loved ones or aging parents legally and financially when a healthcare crisis, including the need for nursing homes, occurs. Pre-plan your future to mitigate or eliminate the stress involved in times of health care crisis or just simply due to aging. Visit smartplanning101.com for more information.
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