Attorney, Entrepreneur, and Founder of Smart Planning 101, Nicole Wipp
Smart Planning 101 with Nicole WippEpisodes
Episodes of Smart Planning 101
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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 need long-term care at some point. This means there’
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 peopl
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
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 retiremen
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.
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
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 healthc
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 par
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 wh
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. Thi
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 an
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 pos
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 av
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 av
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
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
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 m
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 m
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
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
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 c
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 c
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 areWha
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 areWha
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
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