40 episodes

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

Visit smartplanning101.com for more information.

Smart Planning 101 with Nicole Wipp Attorney, Entrepreneur, and Founder of Smart Planning 101, Nicole Wipp

    • Business
    • 4.5 • 72 Ratings

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

Visit smartplanning101.com for more information.

    040 Financial Security - Preparing to Pay for Long Term Care

    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 says that more than half of adults 65 or older will need long-term care at some point. This means there’s a good chance that you or your aging parents are going to need long-term care.

    In this episode, my guest, Cameron Huddleston, interviewed me about how to plan for long-term care, whether long-term care insurance is actually a good idea for you, and some things that you need to be thinking about in the planning.

    • 42 min
    039 The Crucial Case For Monitoring The Finances Of Elderly Loved Ones

    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 prior to a diagnosis? And according to the journal of health economics, during early-stage Alzheimer's people are up to 27% more likely than cognitively healthy people to experience a large decline in their liquid assets, such as savings and checking accounts, stocks, and bonds.

    The fact, that Alzheimer's and related dementia people are likely to experience financial loss at a very early stage is one of the biggest reasons why we have to help our family members when it comes to finances, and family members and elderly loved ones need to be, or hopefully will be, willing to allow us to be helpful.

    In this episode, my guest Cameron Huddleston discusses all of the different ways that gift cards and financial scams can come to impact our elderly loved ones and the ways that we can help.

    Visit smartplanning101.com/39 for more information

    • 30 min
    038 Crucial Conversations About Death with Dr. Kim Fisher

    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 their death. Or, did your family have conflict around either one of these topics?

    While we're healthy, it's really easy to ignore these issues. It is much harder to talk about them and even more difficult when someone gets ill.

    But as my guest today will tell you, these are crucial and loving conversations, and having them can make all the difference. Dr. Kim Fischer is a board-certified physician anesthesiologist and an advanced care planning coach. She helps take-charge women in the thick of life get clear on what they want to happen should an accident or illness arise that renders them unable to speak for themselves in an ER or hospital. As an advanced care planning coach, Dr. Fischer supports you in having crucial conversations with your loved ones so that everyone knows your wishes explicitly and there is no ambiguity.

    In this episode, we’ll explore:

    • What questions to ask and think about, while having these important conversations with your loved ones.

    • When, and how often, should we have these critical conversations?

    • How can we empower our healthcare proxies to be our knowledgeable advocates, if we find ourselves in a situation where we can’t speak for ourselves?

    • If these kinds of conversations are too difficult to have with our loved ones, who are the people we should reach out to?

    • 32 min
    037 Taxes In Retirement: Are You Really Planning On Being Poorer?

    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 episode, Nicole Wipp talks with John Rohrhoff from JR financial services about income taxes and retirement tax myths. Also, why many individuals do not account for future potential taxes when making financial decisions, today.

    Visit smartplanning101.com/37 for more information about John and this interview.  

     

    • 23 min
    036 Your Money Talks: Socially Responsible Investing

    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 about, and how to get started. 

    Visit smartplanning101.com/36 for more information.

    • 22 min
    035 - The Great Grandparent Scam

    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 money because a bad thing happened to them. Well, you know the answer. That's why this has to be a family conversation, right now. Today’s episode is about “The Grandparent Scam”. Also, how to start important conversations with your elderly loved ones, about various scams, and possible elder abuse.

    • 8 min

Customer Reviews

4.5 out of 5
72 Ratings

72 Ratings

Boundless Advice ,

Introductory - yet Thorough

Wonderful for the non-attorney professional (planner or CPA or advisor) to understand and implement.

Silly bands rock go by them ,

Smart!

Only successful people are interested in learning how to be successful. This is a great podcast for smart people looking to become smarter! Thanks for the podcast!

OfftoRome from Austin ,

Bad financial advice given on this podcast!

I have listened to three episodes and in all cases the advice was bad. For example, don't invest through a 401k because the fees are high. Yes, 401k have fees but they can be high or low depending on the employer's plan. Even if high, though, a match often makes a 401k the best choice up to the match.

This podcast is like bad weight loss advice...toting they are the ones with the secret and thus you should ignore all other financial experts out there. If you do follow the advise you will come out farther behind your financial goals so beware!

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