Smart Planning 101 with Nicole Wipp

Attorney, Entrepreneur, and Founder of Smart Planning 101, Nicole Wipp•www.smartplanning101.com

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.

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Episodes

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

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 pet a...

May 29, 2014•28 min

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

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

May 25, 2014•18 min

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

MEMORIAL DAY – Let’s honor those that have given their lives in service to our country by learning more about how we can help our elderly Veterans, or their spouses, widows, and widowers, in need with a little known, but extremely valuable benefit: the Veteran’s Improved Pension (which is commonly known as “Aid and Attendance”). What You Will Learn in This Episode: Jim’s background, and why this area of law is very satisfying (how much we can help people!) What the Veteran’s Improved Pension is ...

May 24, 2014•24 min

007 Smart Planning Minute With Bill Black

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

May 23, 2014•2 min

006 Smart Planning Minute with Steve Frank

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, “ 002 Mom Had Alzheimer’s: A Family’s Emotional, Legal & Financial Journey” and read our show notes: www.SmartPlanning101.com/2...

May 23, 2014•1 min

005 Business Exit Planning | 10 Common Threads | Bill Black ExitCoachRadio.com

Business exit planning is crucial to maximizing your investment in time, energy, and brainpower as an entrepreneur. Business owners over 50 have a special challenge because so many will be exiting the business world over the next 15 years. Make sure you get the most money out of your transition AND have it go smoothly! Bill Black from ExitCoachRadio.com shares strategies in this episode.

May 17, 2014•29 min

001 Smart Planning 101 Podcast - Introduction

What is the Smart Planning 101 Podcast all about? In this short episode, host Nicole Wipp discusses why she started this podcast, what you can expect, and the importance of Smart Planning!

May 16, 2014•4 min

004 Smart Planning in Divorce - What, Why, How

Nicole gives advice to anyone contemplating divorce about keeping your head on straight, planning for the rest of your life, understanding what divorce DOESN’T do for you, who you need on your team, and more.

May 08, 2014•19 min

002 Mom Had Alzheimer's: Executive Leadership Coach Steve Frank (Part 1)

Steve Frank, an executive leadership coach and CEO of Evolution 360, discusses his family's journey after his mother was diagnosed with Alzheimer's. In this interview, he tells us about the challenges the family faced, which -over and above caring for mom - including managing legal and financial issues, helping his father cope with the emotional toll and ultimately the physical toll of caregiving, how to make decisions about impossible issues without creating self-doubt and family conflict, and ...

May 02, 2014•29 min

003 Bert Martinez from Money for Lunch Interviews Nicole Wipp

I get quizzed by Bert Martinez … can I handle the pressure ;)? The tables are turned – I get interviewed by popular blog and radio show host Bert Martinez of Money for Lunch . Bert asks me some great questions (and I hope gets some great answers!). Here’s what’s in this episode: We discuss why people don’t like to discuss death and health care crisis issues, and yet why we have to (financial and personal disaster, most importantly!) Bert asks me what the difference is between elder law and estat...

May 02, 2014•22 min

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