28 avsnitt

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 Estate Planning, Financial Planning, Business Planning, Retirement Planning - with Nicole Wipp

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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.

    028 The Importance Of Early Diagnosis - PH And Rare Disease

    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 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 treatment of this rare condition, but like all rare diseases, getting to the proper diagnosis is key. Even if you don't have PH, however, this episode is important. My guest, Jessica Armstrong (see bio below) and I discuss many topics that are applicable to almost anyone dealing with an illness and the medical profession - how and why you need to take control of your own care!
    In This Episode, You Will Learn:

    The many reasons why rare diseases are misdiagnosed
    Ways to combat misdiagnosis and lack of proper treatment - how to take control
    What tools are available to assist you - and get a great tool for FREE
    Jessica's personal story and how it reflects that of many others
    The importance of community and reaching out
    Why living with "invisible illness" is particularly frustrating!

    What is Pulmonary Hypertension?

    Pulmonary hypertension is high blood pressure in the lungs, which impacts patients of a number of other chronic illnesses, including:

    32-85% of patients with Pulmonary Fibrosis
    up to 40% of patients with left heart disease
    15-20% of patients with HHT
    8-12% of Scleroderma patients
    3-5% of patients who have previously suffered a pulmonary embolism
    0.5-9% of Lupus patients

    ...it is also applicable to many people that have my rare disease, lymphangioleiomyomatosis.
    About Early Diagnosis Campaign Manager Jessica Armstrong

    early diagnosis
    Jessica Armstrong is the Early Diagnosis Campaign Manager for the Pulmonary Hypertension Association

    In 2011, Jessica Armstrong was serving in Afghanistan when she suddenly became unable to breathe and collapsed. Four months later she was diagnosed with Chronic Thromboembolic Pulmonary Hypertension and told that, unless she underwent a dramatic 10 hour open heart surgical procedure, she wouldn’t live beyond the next five months.

    After she received that life-saving surgery, a cousin of Jessica's died of undiagnosed and untreated PH. This traumatic event caused Jessica to re-evaluate and dedicate her life to helping others with this deadly condition, to survive and thrive as she has.

    Today Jessica serves as manager of the Pulmonary Hypertension Association’s Early Diagnosis Campaign and advocates for patients of pulmonary hypertension and other rare diseases.

    • 41 min
    027 Planning For An Unexpected Healthcare Crisis

    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 absolutely essential legal documents every person 18 years and older needs, how people think (incorrectly) that they already have it taken care of, why your spouse may not be the best choice to manage things for you, why you may need to fire your doctor, and much more!

    To learn more, visit: http://www.smartplanning101.com/27

    THE INFORMATION IN THIS PODCAST IS NOT INTENDED TO BE, NOR SHOULD IT BE CONSTRUED AS, LEGAL ADVICE. IT IS FOR INFORMATIONAL PURPOSES ONLY. FOR ADVICE SPECIFIC TO YOUR SITUATION, CONSULT WITH A QUALIFIED ATTORNEY.

    • 12 min
    026 The Five Strategic Reasons To Consider Refinancing NOW with Kevin Weedmark

    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 thinking "outside the box" when it comes to helping clients get to their goals.

    I was really surprised at how much I learned in this interview, even though the surprises were mostly related to one concept I try to really make people understand every day, which is - LAWS CHANGE, and your plan should change with it!

    Here's what we discuss in this interview:

    #1 - Were you a Cash Buyer? - Free up your cash
    #2 - Do You Have Mortgage Insurance or Worse
    a FHA loan - The very important financial reasons you need to do whatever you can to ditch mortgage insurance or move from FHA to a conventional loan
    #3 - College - Are you prepared? With
    the increase in home values now may be a great time to fund your child's tuition
    #4 - Retired or close to retirement? - Cash flow becomes a major
    concern -- understand your options; keep as much cash as possible
    #5 - Vacation or Second Home? - Often forgot - the perception is rates are or must be higher (absolutely false)

    About Kevin:

    Kevin was raised in Upstate New York, where his mother worked three (3) jobs to send him to private school. (The private school was a military school with a lot of discipline and rigor, which has funneled into his life to this day.) Kevin was the first in his family to have the honor of attending and graduating from college.

    He has two children, and currently resides in Northville, Michigan.

    Kevin's mortgage, real estate and credit repair businesses serve clients throughout the entire Metro Detroit area.

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

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

    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 recent Supreme Court decision (Clark v. Rameker) is essential if you wish this asset to be protected from creditors or bankruptcy.

    The point: INHERITED IRAs are not protected! Yet, with some SMART PLANNING, they can be. You just need to understand how and why to do it.

    In this episode, Dave Zumpano of Lawyers With Purpose returns to discuss protection of this all-important asset.

    Every person that has this type of asset, ever financial professional (including financial planners and CPAs), and every estate planning attorney needs to hear and understand this.

    Read show notes: www.SmartPlanning101.com/25

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

    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 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 notes for this episode, visit: www.SmartPlanning101.com/24

    Thank you for listening!

    • 25 min
    023 Revocable Living Trusts (Part 1) with Nicole Wipp

    023 Revocable Living Trusts (Part 1) with Nicole Wipp

    How do revocable living trusts work? In this episode, host Nicole Wipp discusses what a "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 misunderstandings as to how this trust works
    -What trust funding is and why it is critically important

    In Part 2, Nicole will discuss some of the options you may want to consider with revocable living trusts - options that are frequently missed. Stay tuned!

    To read the show notes for this episode, visit: www.SmartPlanning101.com/23

    • 15 min

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