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...
Radio and PodcastLive Radio & Podcasts
Education
Smart Planning 101
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...
Episodes
20 of 40 episodes
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 prio...
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 t...
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 e...
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 abou...
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 mo...
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” rea...
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 pl...
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...
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 e...
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,...
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 whe...
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 cond...
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. Th...
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 ho...
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 import...
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 g...
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"...
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 retirem...
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...