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...
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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...
According to PEW research, over 90% of Americans do not have long-term care insurance. And yet, the Department of Health and Human Services...
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 prio...
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 t...
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 e...
In this episode, I talk with John Rohrhoff from JR financial services about socially responsible investing, what it is, things to think abou...
The FBI estimates that seniors lose more than $3 billion each year to fraud. So what happens when a beloved grandchild calls, begging for mo...
Right now, we are thinking about our healthcare and our privacy more than ever. In this episode, Nicole covers what “healthcare privacy” rea...
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 pl...
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...
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 e...
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,...
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 whe...
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 cond...
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. Th...
In this episode, expert guest Kevin Weedmark discusses how to think strategically about your home and the financial situation around your ho...
The Supreme Court’s recent decision in Clark v. Rameker means that every person needs to understand their options for protecting this import...
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 g...
How do revocable living trusts work? In this episode, host Nicole Wipp discusses what an "RLT" is and the importance of "funding your trust"...
What are we learning from “conventional wisdom” that may threaten our financial future? Conventional wisdom related to financial and retirem...
Irrevocable trusts, traditionally, are estate tax planning devices. Very few Americans in 2014 need estate tax planning, however - less than...
What is an irrevocable pure grantor trust, and why would someone want one? In this episode, David Zumpano, a nationally recognized expert on...
Part Five of the 5 Things Adult Children of Aging Parents Need to Know Now -- The Pre-Planning Options That Your Aging Parent Needed Yesterd...
Part Four of The 5 Things Adult Children of Aging Parents Need to Know Now (Episode 18): In this episode, Audrey Ehrhardt of ElderCounsel an...
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 Elde...
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 e...
In this five-part series, I (Nicole) interview Audrey Ehrhardt, the Office Management Director of the national elder law organization ElderC...
In this short episode, family estate planning and elder law attorney discusses how wills tend to have very little relevance for many people...
In this short episode, nationally recognized pet planning expert Peggy Hoyt shares the "one thing" she wishes EVERY pet owner would do when...
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...
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 u...
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 importan...
In this continuation of my discussion with a nationally recognized expert on VA Improved Pension, Jim Swain, you will learn: we continue to...
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 Ve...
Certified Exit Coach Bill Black discusses how approaching retirement for business owners can be a time that is difficult, especially when yo...
Leadership Coach Steve Frank's "Smart Minute" planning tip is revealed when he discusses taking a leadership role in long-term care issues f...
Business exit planning is crucial to maximizing your investment in time, energy, and brainpower as an entrepreneur. Business owners over 50...
What is the Smart Planning 101 Podcast all about? In this short episode, host Nicole Wipp discusses why she started this podcast, what you c...
Nicole gives advice to anyone contemplating divorce about keeping your head on straight, planning for the rest of your life, understanding w...
Steve Frank, an executive leadership coach and CEO of Evolution 360, discusses his family's journey after his mother was diagnosed with Alzh...
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...