PODCAST · business
Smart Planning 101 with Nicole Wipp
by Attorney, Entrepreneur, and Founder of Smart Planning 101, Nicole Wipp
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.
Episodes
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040 Financial Security - Preparing to Pay for Long Term Care
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 need long-term care at some point. This means there’s a good chance that you or your aging parents are...
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039 The Crucial Case For Monitoring The Finances Of Elderly Loved Ones
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 health economics, during early-stage Alzheimer's people are up to 27% more likely than cognitively healthy...
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038 Crucial Conversations About Death with Dr. Kim Fisher
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 around either one of these topics? While we're healthy, it's really easy to ignore these issues. It is much...
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037 Taxes In Retirement: Are You Really Planning On Being Poorer?
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 JR financial services about income taxes and retirement tax myths. Also, why many individuals do not…
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036 Your Money Talks: Socially Responsible Investing
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 smartplanning101.com/36 for more information.
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035 - The Great Grandparent Scam
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 know the answer. That's why this has to be a family conversation, right now. Today’s episode is about…
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034 The Truth About Your Health And Your Privacy
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 individuals, and what the law says about our healthcare and privacy. In this episode: What “healthcare...
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033 Have Young Children? 4 Important Estate Planning Considerations
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 talk about four major planning considerations that every parent with minor children should be thinking about when...
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032 Gift Tax: Why Giving Away $15,000 Is a Trap For the Unwary
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 general statement. This shouldn't surprise anyone, but when it comes to giving away money and other things to...
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030 14 Estate Planning Considerations
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 just be aware, this is of course not legal advice. This is just general information and you really should…
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031 Forced Frailty and Eviction By Design - What Cities And Municipalities Can Do About it
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 people actually live in an environment that makes this possible. Right now we are at a unique point in history...
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029 Re-Introducing The Smart Planning 101 Podcast
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 stopped recording episodes. But why I'm restarting now and why you will want to join me. Visit...
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028 The Importance Of Early Diagnosis - PH And Rare Disease
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 left untreated, death is almost certain - and the average length of survival without treatment is three...
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027 Planning For An Unexpected Healthcare Crisis
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 health crisis, illness, or accident - NO MATTER WHAT YOUR AGE! In this episode, Nicole discusses the two...
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026 The Five Strategic Reasons To Consider Refinancing NOW with Kevin Weedmark
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 today's market. Kevin has been in the real estate and mortgage industry for 18 years. He prides himself on...
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025 Inherited IRAs - What You Need To Know To Avoid Losing It All
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-deferred annuity, or other qualified assets, understanding a recent Supreme Court decision (Clark v. Rameker)…
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024 Revocable Trusts - Options - (Part 2) with Nicole Wipp
When it comes to revocable living trusts, people often don't know the options that they may be able to include to protect loved ones. When given these options, however, many people definitely want them! Know the different types of options you can have to help those you love and help ensure your...
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023 Revocable Living Trusts (Part 1) with Nicole Wipp
How do revocable living trusts work? In this episode, host Nicole Wipp discusses what an "RLT" is and the importance of "funding your trust" - a commonly missed step. You will learn: What the primary purposes of revocable living trusts are What a revocable living trust does NOT do for you Common...
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022 Financial & Retirement Planning Lies With Kim Butler
What are we learning from “conventional wisdom” that may threaten our financial future? Conventional wisdom related to financial and retirement planning can lead to poor -or even devastating- financial results. What does this mean? What are you being told that is leading you down the wrong path?...
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021 Irrevocable Trusts (Part 2) with David Zumpano
Irrevocable trusts, traditionally, are estate tax planning devices. Very few Americans in 2014 need estate tax planning, however - less than 2%. Why, then, would you want an irrevocable trust? This series, including part 1 at www.SmartPlanning101.com/20, focuses on a new type of irrevocable trust...
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020 Irrevocable Pure Grantor Trusts With David Zumpano (Part 1)
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 & elder law, discusses with me this little-known (although widely used) trust – what it is, why we use it, and who it is...
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019 The Pre-Planning Options That Your Aging Parents Needed Yesterday (Part 5)
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 “basic estate planning isn’t enough” but also addresses the specific types of advanced planning that can…
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018 The Legal Responsibilities An Adult Child May Be Asked To Take On For An Aging Parent (Part 4)
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 scenarios that make legal decision making necessary for an adult child; how having proper documents affects this; why…
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017 Options for Long Term Care - Taking Care Of Elderly Parents (Part 3)
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 long-term care and how to access them. The point being, it is MUCH better to know in advance – be prepared…
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016: Why Basic Estate Planning Isn't Enough (Part 2 - Adult Children, Aging Parents)
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 assumption and some of the things you should do about it. A Will Isn’t Enough (And Neither is A Revocable Living...
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015 The 5 Things Adult Children Of Aging Parents Need To Know NOW (Part 1)
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 children of aging parents need to know…now. Planning for the future is essential, especially today with…
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014 Wills Smart Planning Minute with Nicole Wipp
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 facts about wills you don't know: www.SmartPlanning101.com/11
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013 Pet Planning Smart Minute with Peggy Hoyt
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 legacy planning. Listen to the full interview: www.SmartPlanning101.com/10
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012 Mom Had Alzheimer's: A Family Story (Part 2) with Steve Frank
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 the story of the emergency move of his mother out of the house to an Alzheimer’s memory care facility; How many...
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011 Wills: What You Think You Know (5 Crucial Facts You Probably Don’t)
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 information gets perpetuated by the talking heads of conventional wisdom…and bad decisions are made as a…
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010 Pets Are Family, Too - Pet Planning with Peggy Hoyt
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 being said, Americans seriously love their pets! According to the American Pet Products Manufacturers…
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009 VA Benefits - Aid and Attendance with Jim Swain (Part 2)
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 the use of, financial products such as annuities for VA Improved Pension (and estate) planning when you…
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008 Veterans Improved Pension Benefits with Jim Swain (Part 1)
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 need with a little known, but extremely valuable benefit: the Veteran’s Improved Pension (which is…
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007 Smart Planning Minute With Bill Black
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 is a great opportunity to "re-wire" and do the things you've always wanted to do. The key? Smart…
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006 Smart Planning Minute with Steve Frank
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 professional executive leadership coach and his personal experiences with his mother's Alzheimers. Listen to...
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005 Business Exit Planning | 10 Common Threads | Bill Black ExitCoachRadio.com
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 exiting the business world over the next 15 years. Make sure you get the most money out of your transition…
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001 Smart Planning 101 Podcast - Introduction
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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004 Smart Planning in Divorce - What, Why, How
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 your team, and more.
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002 Mom Had Alzheimer's: Executive Leadership Coach Steve Frank (Part 1)
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 challenges the family faced, which -over and above caring for mom - including managing legal and financial...
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003 Bert Martinez from Money for Lunch Interviews Nicole Wipp
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 me some great questions (and I hope gets some great answers!). Here’s what’s in this episode: We discuss why...
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ABOUT THIS SHOW
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.
HOSTED BY
Attorney, Entrepreneur, and Founder of Smart Planning 101, Nicole Wipp
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Frequently Asked Questions
How many episodes does Smart Planning 101 with Nicole Wipp have?
Smart Planning 101 with Nicole Wipp currently has 40 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Smart Planning 101 with Nicole Wipp about?
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,...
How often does Smart Planning 101 with Nicole Wipp release new episodes?
Smart Planning 101 with Nicole Wipp has 40 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Smart Planning 101 with Nicole Wipp?
You can listen to Smart Planning 101 with Nicole Wipp on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Smart Planning 101 with Nicole Wipp?
Smart Planning 101 with Nicole Wipp is created and hosted by Attorney, Entrepreneur, and Founder of Smart Planning 101, Nicole Wipp.
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