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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 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, occur. Pre-plan your future to mitigate or eliminate the stress involved in times of health care crisis or just simply due to aging.

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, occur. Pre-plan your future to mitigate or eliminate the stress involved in times of health care crisis or just simply due to aging.
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Location:

United States

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, occur. Pre-plan your future to mitigate or eliminate the stress involved in times of health care crisis or just simply due to aging.

Language:

English


Episodes

028 The Importance Of Early Diagnosis - PH And Rare Disease

11/29/2015
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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 years. http://www.SmartPlanning101.com/28 **Doctors are commonly taught to look for horses, not zebras. But what if it really IS a zebra?** The good news is that there are more and more options for...

Duration:00:41:55

025 Inherited IRAs - What You Need To Know To Avoid Losing It All

7/7/2014
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For several years, there has been a divide among the courts nationwide as to whether or not IRAs that were inherited are protected from creditors or bankruptcy. As of June 12, 2014, we definitively know the answer – and it isn’t an answer most of you will like. The answer, according to the U.S. Supreme Court in Clark v. Rameker is…NO, an inherited IRA is NOT protected from creditors in bankruptcy. If you own an IRA, 401k, 403b, tax-deferred annuity or other qualified asset, understanding a...

Duration:00:41:07

024 Revocable Trusts - Options - (Part 2) with Nicole Wipp

7/6/2014
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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 money goes to who you want, when you want, in the way you want. This is part 2 of a 2-part series on revocable living trusts. To listen to part 1, visit: www.SmartPlanning101.com/23 To read the show...

Duration:00:25:29

022 Financial & Retirement Planning Lies With Kim Butler

6/22/2014
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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? How can we start to think about our financial future in a way that leads to the best results? Guest Kim Butler, the founder of Partners for Prosperity and The Prosperity Economics Movement (as well as being a coach for the elite entrepreneur coaching organization, Strategic Coach),...

Duration:00:32:03

021 Irrevocable Trusts (Part 2) with David Zumpano

6/19/2014
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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 known as the irrevocable pure grantor trust. In this episode, David Zumpano, a nationally recognized expert on asset protection and elder law planning (also a CPA & attorney) discusses this...

Duration:00:30:18

020 Irrevocable Pure Grantor Trusts With David Zumpano (Part 1)

6/17/2014
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...How Using An IPug (TM) Trust Is Like Putting Your Money in A Safe What is an Irrevocable Pure Grantor Trust, and why would you want one? In Part 1 of this 2-part series, national asset protection & elder law specialist/CPA/Attorney David J. Zumpano, co-Founder of Lawyers With Purpose LLC, explains the history of trusts, how they work, and why they work, based on the common law of the United States. In Part 2, Dave further explains how the trust actually works, who it is appropriate for,...

Duration:00:27:57

019 The Pre-Planning Options That Your Aging Parents Needed Yesterday (Part 5)

6/17/2014
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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 make a difference in protecting assets and the ones you love. The real point of pre-planning is to MAXIMIZE options and gain the maximum control of yourself, your family, and your life. When people...

Duration:00:24:16

018 The Legal Responsibilities An Adult Child May Be Asked To Take On For An Aging Parent (Part 4)

6/12/2014
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Part Four of the 5 Things Adult Children of Aging Parents Need to Know Now (Episode 18): The Legal Responsibilities An Adult Child May Be Asked To Take On For An Aging Parent (Understand What You Are Getting Into!) –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 you may, as an adult child, need advice not only for your parent’s sake,...

Duration:00:15:26

017 Options for Long Term Care - Taking Care Of Elderly Parents (Part 3)

6/10/2014
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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. Point being, it is MUCH better to know in advance - be prepared - and not try to figure it out when your loved one has a healthcare crisis! Show notes for this episode: www.SmartPlanning101.com/17 Part 1: Episode 15: The Cost of Long Term Care is Rising (And Why It...

Duration:00:17:25

016: Why Basic Estate Planning Isn't Enough (Part 2 - Adult Children, Aging Parents)

6/9/2014
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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 Trust) -Your Financial Power of Attorney Needs Review Read the Show Notes, or Learn More About This Episode: www.SmartPlanning101.com/16 Part 1: www.SmartPlanning101.com/15 Episode 15: The Cost of...

Duration:00:20:39

015 The 5 Things Adult Children Of Aging Parents Need To Know NOW (Part 1)

6/8/2014
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In this five part series, Nicole and Audrey Ehrhardt, the Office Management Director of the national elder law organization ElderCounsel, discuss the FIVE THINGS adult children of aging parents need to know...now. Planning for the future is essential, especially today with longevity increasing, modern medicine playing a significant role in our living with disability, and longer times of living in retirement. Understanding how these issues play into our parent's lives will enable us to make...

Duration:00:22:45

014 Wills Smart Planning Minute with Nicole Wipp

6/4/2014
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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. Read the show notes: www.SmartPlanning101.com/14 Listen to the entire episode related to facts about wills you don't know: www.SmartPlanning101.com/11

Duration:00:01:42

013 Pet Planning Smart Minute with Peggy Hoyt

6/3/2014
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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. Read show notes: www.SmartPlanning101.com/13 Listen to the full interview: www.SmartPlanning101.com/10

Duration:00:01:25

012 Mom Had Alzheimer's: A Family Story (Part 2) with Steve Frank

6/2/2014
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The continuation of executive leadership coach Steve Frank's family story of his mother's Alzheimer's diagnosis and treatment. 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 Alzheimer’s patients are healthy in body and what the effect of that may mean financially to families; -Steve’s experience when his mother insisted on coming living with him instead of remaining at the...

Duration:00:37:35

011 Wills: What You Think You Know (5 Crucial Facts You Probably Don’t)

5/31/2014
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Even though wills are one of the, if not the, most familiar legal document there is, 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 result. Is a will right for you? Are you sure? This episode is about getting rid of some of these misconceptions. I (Nicole) talk about 5 of the most common things people don't know about wills, and why they...

Duration:00:12:59

010 Pets Are Family, Too - Pet Planning with Peggy Hoyt

5/29/2014
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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 Association, 63% of American households have pets. A survey conducted by the American Animal Hospital Association shows that 57% of pet owners say that, if stranded on a desert island, they would prefer their...

Duration:00:27:53

009 VA Benefits - Aid and Attendance with Jim Swain (Part 2)

5/25/2014
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In this continuation of my discussion with nationally recognized expert on VA Improved Pension, Jim Swain, we continue to discuss the dangers of recommendations and the use of financial products such as annuities for VA Improved Pension (and estate) planning, as well as when you should see an attorney to discuss this benefit, how your financial power of attorney is usually wrong but needs to be right when doing planning, when family members need to start getting involved, why seeing a...

Duration:00:18:19

008 Veterans Improved Pension Benefits with Jim Swain (Part 1)

5/24/2014
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Learn more about how we can help our elderly Veterans, or their spouses, widows and widowers, that are in need of long term or at home care with a little known, but extremely valuable benefit: the Veteran’s Improved Pension (which is commonly known as “Aid & Attendance”). Jim Swain, a nationally recognized expert on VA Improved Pension planning, discusses with host Nicole Wipp in this episode: -Jim’s background, and why this area of law is very satisfying (how much we can help people!) -What...

Duration:00:24:10

007 Smart Planning Minute With Bill Black

5/23/2014
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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 Planning! Listen to Bill's entire interview: www.SmartPlanning101.com/5

Duration:00:02:24

006 Smart Planning Minute with Steve Frank

5/23/2014
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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 Steve's entire interview, and read our show notes: www.SmartPlanning101.com/2

Duration:00:01:07