Shows
Path to Podcast SuccessNicole Wipp: The Results CatalystNicole Wipp is an expert in helping business leaders get even better results through personal and performance development. Nicole is passionate about helping individuals and teams break the cycles of pervasive energy problems that keep people, teams, and their businesses stuck, so that they can scale their time and freedom.As an experienced entrepreneur and small business consultant, she is the founder of The Results Catalyst, a consulting and training firm that provides a range of leadership, team creation, team building, and retention services to companies large and small. She also leads highly successful boutique elder law f...2022-05-2645 min
Elevate Your LeadershipNicole Wipp, experienced entrepreneur, business consultant, and founder of The Results Catalyst.Nicole Wipp is an expert in helping business leaders get even better results through personal and performance development. Nicole is passionate about helping individuals and teams break the cycles of pervasive energy problems that keep people, teams, and their businesses stuck, so that they can scale their time and freedom. In this episode Nicole and I discuss the lessons we have learned in starting and operating our businesses. Nicole describes how she is very intentional in the hiring process and how after she puts a concept in motion, others on her team take it to the finish line. Learn...2022-04-2735 min
Smart Planning 101 with Nicole Wipp040 Financial Security - Preparing to Pay for Long Term CareAccording 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.2022-01-1242 min
Smart Planning 101 with Nicole Wipp039 The Crucial Case For Monitoring The Finances Of Elderly Loved OnesDid 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...2021-11-1730 min
Smart Planning 101 with Nicole Wipp038 Crucial Conversations About Death with Dr. Kim FisherHave 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...2021-11-0332 min
Smart Planning 101 with Nicole Wipp037 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.
2021-10-2023 min
Smart Planning 101 with Nicole Wipp036 Your Money Talks: Socially Responsible InvestingIn 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.2021-10-0622 min
Smart Planning 101 with Nicole Wipp035 - The Great Grandparent ScamThe 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.2021-09-2208 min
Smart Planning 101 with Nicole Wipp034 The Truth About Your Health And Your PrivacyRight 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 healthcare and privacy.
In this episode:
What “healthcare privacy” really means what are the limits for us as individuals
What does the law say about our healthcare and our privacy
The government’s role in maintaining or protecting our privacy
Employment and healthcare privacy under HIPAA and the ADA
HIPAA, the health insurance portability and accountabi...2021-09-0823 min
Smart Planning 101 with Nicole Wipp033 Have Young Children? 4 Important Estate Planning ConsiderationsWhat 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 parent with minor children should be thinking about when they’re doing their estate planning, whether or not you've started your planning yet.
Visit smartplanning101.com/33 for show notes and more information about The Smart Planning 101 podcast.2021-09-0114 min
Smart Planning 101 with Nicole Wipp032 Gift Tax: Why Giving Away $15,000 Is a Trap For the UnwaryHave 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 when it comes to giving away money and other things to your kid, your family, or anyone you want. There really are some unpleasant surprises out there waiting for you.
What are they? That's what today's episode is all about.
Disclaimer: Although I am a lawyer, I...2021-08-2522 min
Smart Planning 101 with Nicole Wipp031 Forced Frailty and Eviction By Design - What Cities And Municipalities Can Do About itDo 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 possible. Right now we are at a unique point in history where there is legislation that can actually help counties, cities, and municipalities create a new reality for their residents. Join me with my special guest, Esther Greenhouse, to learn more about the longevity economy, how our homes are forcing us into frailty, and...2021-08-1834 min
Smart Planning 101 with Nicole Wipp030 14 Estate Planning ConsiderationsDo 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. This is just general information and you really should get with a qualified estate planning or elder law attorney if any of these issues apply to you.
Visit https://www.smartplanning101.com/about-smart-planning-101 to learn more about the podcast.
If you're interested in good estate planning, please visit https://www.m...2021-08-1818 min
Smart Planning 101 with Nicole Wipp029 Re-Introducing The Smart Planning 101 PodcastIt'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 and why you will want to join me. Visit https://www.smartplanning101.com/about-smart-planning-101 to learn more about the podcast. 2021-08-1803 min
Smart Women TalkWhy Elder Law Planning is More Important Than You Think“Why Elder Law Planning Is More Important Than You Realize” with NICOLE WIPPWe are excited to welcome lead attorney and founder of Family and Aging Law Center, NICOLE WIPP, this month on Smart Women Talk Radio.Nicole and Katana look forward to discussing :•Why estate planning is not enough in today’s world.•How to protect your money in the event you or a loved one needs care.•Ways to avoid being in “probate during life.”Nicole Wipp is the founder and lead attorney of the Family & Aging Law Center, a family estate...2018-11-2857 min
The Big Talk with Tricia BroukThe Key to a Successful Talk - Nicole WippWhat does it take to be a successful speaker? Preparation? Appearance? Experience? Today’s guest reveals the single most important key to giving a successful talk, and it surprisingly does not begin with the speaker.2018-08-0214 min
Genius NetworkPower of Attorney for Entrepreneurs - The One Thing You Must Do to Protect Your Business with Nicole Wipp - Genius Network Episode #91It’s an issue Smart Planning 101: What every entrepreneur needs to prepare for so their business can be self-sustaining. What do you do if you have an unexpected medical crisis? Who will handle your business? How will your business survive? Nicole Wipp is the Elder Law/Estate Planning Principal Attorney and founder of the Family & Aging Law Center. If you would like access to the complete presentation, the show notes, the links, and the special resources for this episode, please visit GeniusNetwork.com/91. Here’s a glance at what you’ll learn...2018-06-0512 min
Marketer of the Day with Robert Plank498: Fundamentals, Freedom, Hiring, and Scaling with Nicole WippNicole Wipp is the founder and CEO of Wipp Enterprises LLC, a consulting and training firm that provides a range of leadership, team creation, team building and retention services to large companies, and to the small business/entrepreneur market as NicoleWipp.com. She also leads a highly successful boutique elder law firm. In these capacities, Nicole is […]
The post 498: Fundamentals, Freedom, Hiring, and Scaling with Nicole Wipp first appeared on Marketer of the Day with Robert Plank.2018-02-1432 minMarketer of the Day with Robert Plank: Get Daily Insights from the Top Internet Marketers & Entrepreneurs Around the World498: Fundamentals, Freedom, Hiring, and Scaling with Nicole WippNicole Wipp is the founder and CEO of Wipp Enterprises LLC, a consulting and training firm that provides a range of leadership, team creation, team building and retention services to large companies, and to the small business/entrepreneur market as NicoleWipp.com. She also leads a highly successful boutique elder law firm.
In these capacities, Nicole is a sought after expert on numerous topics related to building successful businesses through powerful teams, has spoken on numerous stages nationwide, is a frequent guest on top podcasts, and has authored a number one bestselling book. Wipp Enterprises is a Kolbe Certified solutions p...2018-02-1432 min
Life's Valleys and MountaintopsThriving Despite a Rare Lung Disease with Nicole WippNicole spent over 30 days in the hospital and was diagnosed with a rare lung disease. She was told she would have a lifespan of up to 8 years and she never allowed that belief to enter her mind. Many others living with this have not survived and Nicole had some survivor guilt to work through. She faced post-traumatic stress and was able to find a mindset of gratitude and thanksgiving. https://www.everydayisasecondchance.com/nicolewipplam https://www.nicolewipp.com
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Send in a voice message: https://podcasters.spotify.com/pod/show/lvmountaintops/message2018-01-2623 min
Works of Edgar Allan Poe, Raven Edition, Volume 2,26: How to Get Started with Public Speaking and Finding Clarity with Nicole WippNicole Wipp is a business and team-building expert, specializing in instilling entrepreneurial processes and mindset in organizations large and small. Her advice has been featured in numerous publications, including Inc., Forbes, Entrepreneur, Thrive Global, Fierce CEO, and more. Nicole runs two profitable companies: a boutique law firm as well as a consulting and training firm,…
The post 26: How to Get Started with Public Speaking and Finding Clarity with Nicole Wipp appeared first on The Art Of Obtaining Clients.2018-01-2331 min
Personal Development Without The Fluff87: Nicole Wipp: Success Means Hiring the Right Person“People are much more driven by pain than they are by pleasure.” Are you struggling to do it all yourself? Then it’s time to hire someone! It’s something every business owner struggles with at first. We think we can do it all, and we’re afraid to give up control. The truth is you need to let someone else handle things. It’s not a cost, it’s an investment. By bringing someone on at a rate that’s much lower than what your hourly rate is worth, that means you can grow the business twice as much. One thing we wor...2017-11-2351 min
Business Creators Radio Show With Adam Hommey100 Hours A Week To 5 Days A Month, While Making More Money, With Nicole WippOne of the things that drives small business owners and entrepreneurs is the desire for freedom: freedom of time, money, energy, and relationships.
Nicole Wipp was blindsided by a rare lung disease diagnosis that kept her out of her company for almost 90 days. Her company not only survived, but thrived.
She joins Adam in this episode to share her story and her tips for building a business that allows you more freedom.The post 100 Hours A Week To 5 Days A Month, While Making More Money, With Nicole Wipp first appeared on Business Creators...2017-11-0755 minBusiness Creators Radio Show with Adam Hommey100 Hours A Week To 5 Days A Month, While Making More Money, With Nicole WippOne of the things that drives small business owners and entrepreneurs is the desire for freedom: freedom of time, money, energy, and relationships.
Nicole Wipp was blindsided by a rare lung disease diagnosis that kept her out of her company for almost 90 days. Her company not only survived, but thrived.
She joins Adam in this episode to share her story and her tips for building a business that allows you more freedom.The post 100 Hours A Week To 5 Days A Month, While Making More Money, With Nicole Wipp first appeared on Business Creators...2017-11-0755 min
The Unbreakable Success PodcastHow to Build a Team that Brings you More Money, Time and Freedom with Nicole WippCreating more money, time and freedom requires successfully creating a team you can trust.2017-10-0550 min
The Unbreakable Success PodcastHow to Build a Team that Brings you More Money, Time and Freedom with Nicole WippCreating more money, time and freedom requires successfully creating a team you can trust.2017-10-0500 min
Local SEO Unlocked with Christian Hustle30: Team Building with Nicole WippGreat things in business are never done by one person. They're done by a team of people. Steve Jobs
Hey hustlers, my name is Christian and I'm the host of The Hustle Show, where we have real no filter conversations with successful entrepreneurs.
This episode is brought to you by:
Youtube Hustlers, my new mastery course to rank your Youtube videos to the top. Get early access to my beta program at thehustleshow.co/youtubehustlers
Audible, get a FREE audiobook download by visiting TheHustleShow.co/audiobooks
Thank you for jo...2017-09-2933 min
The Hustle Show: Entrepreneurs with No Filter30: Team Building with Nicole WippGreat things in business are never done by one person. They're done by a team of people. Steve Jobs
Hey hustlers, my name is Christian and I'm the host of The Hustle Show, where we have real no filter conversations with successful entrepreneurs.
This episode is brought to you by:
Youtube Hustlers, my new mastery course to rank your Youtube videos to the top. Get early access to my beta program at thehustleshow.co/youtubehustlers
Audible, get a FREE audiobook download by visiting TheHustleShow.co/audiobooks
Thank you for jo...2017-09-2933 min
The Hustle Show: Entrepreneurs with No Filter30: Team Building with Nicole WippGreat things in business are never done by one person. They're done by a team of people. Steve Jobs
Hey hustlers, my name is Christian and I'm the host of The Hustle Show, where we have real no filter conversations with successful entrepreneurs.
This episode is brought to you by:
Youtube Hustlers, my new mastery course to rank your Youtube videos to the top. Get early access to my beta program at thehustleshow.co/youtubehustlers
Audible, get a FREE audiobook download by visiting TheHustleShow.co/audiobooks
Thank you for jo...2017-09-2900 min
SalesFounders - Startup Sales Strategy, Venture Capital, Entrepreneur, and Sales Development027: Building Your Startup Dream Team with Nicole Wipp Burnout can be a major problem for entrepreneurs . In spite of a seemingly limitless supply of automation tools, entrepreneurs still over-extend themselves to the point of exhaustion. Every entrepreneur needs help, and specifically, the right help. Meet Nicole Wipp - entrepreneur and small business consultant whose speciality is helping entrepreneurs create powerful teams. Leadership requires a very different mindset than entrepreneurship and on this episode, Nicole shares 5 strategies that will help you develop and lead a world-class organization. There's a good chance your next hire is the not the right hire. ON THIS EPISODE WE DISCUSS: W...2017-09-0537 min
EVEsdroppingTeam Building Strategies With Nicole Wipp, CEO of Wipp EnterprisesWe have a very special guest on EVEsdropping today -- Nicole Wipp, CEO of Wipp Enterprises, a consulting and training firm that specializes in team building and leadership. We’ve been dying to talk to a team building expert because we’re young twentysomethings (as are you) and we work with a bunch of other young twentysomethings, and we’re all trying to figure out how to communicate professionally and move up the corporate ladder. Nicole's dishing her advice on learning more about yourself, navigating conflict, and understanding your teammates' behaviors.
Take the Entrepreneurial Instinct Quiz, learn more ab...2017-08-3044 min
Smart Planning 101 with Nicole Wipp028 The Importance Of Early Diagnosis - PH And Rare DiseaseWhen 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...2015-11-2941 min
Smart Planning 101 with Nicole Wipp027 Planning For An Unexpected Healthcare CrisisNo 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...2015-07-1612 minLife's Valleys and Mountaintops10. Nicole Wipp Estate Planning Part 2NICOLE WIPP, ESTATE PLANNING IS AN ACT OF LOVE PART 2
Show notes and links at: https://ginajohnson.ca/nicolewippestateplanning2/
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Send in a voice message: https://podcasters.spotify.com/pod/show/lvmountaintops/message2014-11-1333 minLife's Valleys and Mountaintops10. Nicole Wipp on Estate Planning
Nicole is an attorney in the state of Michigan and is also licensed in Hawaii. She is here today not as an attorney, but to give general advice on this topic. She suggests you seek an attorney for specific information to your situation.
Her law practice is called, The Family and Aging Law Center. They help families manage crisis and prepare for a crisis.
Show notes and links at: https://ginajohnson.ca/nicolewippestateplanning/
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Send in a voice message: https://podcasters.spotify.com/pod/show/lvmountaintops/message2014-11-0625 min
Smart Planning 101 with Nicole Wipp026 The Five Strategic Reasons To Consider Refinancing NOW with Kevin WeedmarkIn 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...2014-08-1345 min
Smart Planning 101 with Nicole Wipp025 Inherited IRAs - What You Need To Know To Avoid Losing It AllThe 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 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.
Every person that has this type of asset...2014-07-0741 min
Smart Planning 101 with Nicole Wipp024 Revocable Trusts - Options - (Part 2) with Nicole WippWhen 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
Thank you for listening!2014-07-0625 min
Smart Planning 101 with Nicole Wipp023 Revocable Living Trusts (Part 1) with Nicole WippHow 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 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 discusses some of the options you may want to consider with revocable living trusts - options that are frequently missed. Listen to that...2014-06-2415 min
Smart Planning 101 with Nicole Wipp022 Financial & Retirement Planning Lies With Kim ButlerWhat 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 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), discusses all...2014-06-2232 min
Smart Planning 101 with Nicole Wipp021 Irrevocable Trusts (Part 2) with David ZumpanoIrrevocable 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.
Irrevocable pure grantor trusts are mainly used to protect assets from creditors and predators and can be an excellent pre-planning tool for elder law attorneys and their clients. Understanding what they are, and how they differ, from traditional irrevocable trusts is essential.
I...2014-06-1930 min
Smart Planning 101 with Nicole Wipp020 Irrevocable Pure Grantor Trusts With David Zumpano (Part 1)What is an irrevocable pure grantor trust, and why would someone want one? In this episode, David Zumpano, a nationally recognized expert on asset protection, estate planning & elder law, discusses with me this little-known (although widely used) trust – what it is, why we use it, and who it is for.
In Part 1, you will learn:
about the goal of helping a loved one to protect their autonomy
why people end up in nursing homes (how failing to plan makes this more likely)
why retirement isn’t necessarily what you think it is
why we want to engag...2014-06-1727 min
Smart Planning 101 with Nicole Wipp019 The Pre-Planning Options That Your Aging Parents Needed Yesterday (Part 5)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 maximum control of yourself, your family, and your life. When people wait until a crisis, the result is that there are fewer options; therefore, less control...2014-06-1724 min
Smart Planning 101 with Nicole Wipp018 The Legal Responsibilities An Adult Child May Be Asked To Take On For An Aging Parent (Part 4)Part Four of The 5 Things Adult Children of Aging Parents Need to Know Now (Episode 18):
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 but also for your own!
Part 1: (Episode 15): The Cost of Long Term Care is Rising (And Why It Matters to You)
Audrey gives some facts and figures about how m...2014-06-1315 min
Smart Planning 101 with Nicole Wipp017 Options for Long Term Care - Taking Care Of Elderly Parents (Part 3)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.
The 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!
Part 1: (Episode 15): The Cost of Long Term Care is Rising (And Why It Matters to You)
Audrey gives some facts and figures about how many peo...2014-06-1017 min
Smart Planning 101 with Nicole Wipp016: Why Basic Estate Planning Isn't Enough (Part 2 - Adult Children, Aging Parents)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
This topic is important because so many people (both children AND parents) have mistaken beliefs that things are “all taken care of” – and find out that they are NOT when there is much less that can be done...2014-06-0920 min
Smart Planning 101 with Nicole Wipp015 The 5 Things Adult Children Of Aging Parents Need To Know NOW (Part 1)In this five-part series, I (Nicole) interview Audrey Ehrhardt, the Office Management Director of the national elder law organization ElderCounsel, and we 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 better decisions later, with less stress.
**Reminder** The contents of this podcast do not const...2014-06-0822 min
Smart Planning 101 with Nicole Wipp014 Wills Smart Planning Minute with Nicole WippIn this short episode, family estate planning and elder law attorney discusses how wills tend to have very little relevance for many people these days.
Listen to the entire episode related to facts about wills you don't know: www.SmartPlanning101.com/112014-06-0401 min
Smart Planning 101 with Nicole Wipp013 Pet Planning Smart Minute with Peggy HoytIn 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.
Listen to the full interview: www.SmartPlanning101.com/102014-06-0301 min
Smart Planning 101 with Nicole Wipp012 Mom Had Alzheimer's: A Family Story (Part 2) with Steve FrankThe continuation of Steve Frank’s family story of his mother’s Alzheimer’s diagnosis and treatment.
Did you miss part 1? Click here
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 facility and what he learned was the corre...2014-06-0237 min
Smart Planning 101 with Nicole Wipp011 Wills: What You Think You Know (5 Crucial Facts You Probably Don’t)Even though wills are one of the, if not the, most familiar legal documents there are, 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 are crucial to smart planning.
WHAT Y...2014-06-0113 min
Smart Planning 101 with Nicole Wipp010 Pets Are Family, Too - Pet Planning with Peggy HoytEven 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 as their sole companion.
In 2012, we collectively spent $53 BILLION dollars on pet care.
Men spen...2014-05-2927 min
Smart Planning 101 with Nicole Wipp009 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 involved
why seeing a specialist is so important, and more!
Make sure you listen to p...2014-05-2518 min
Smart Planning 101 with Nicole Wipp008 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 (a benefit people call “Aid & Attendance”)
What the Veteran’s Administr...2014-05-2424 min
Smart Planning 101 with Nicole Wipp007 Smart Planning Minute With Bill BlackCertified 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/52014-05-2302 min
Smart Planning 101 with Nicole Wipp006 Smart Planning Minute with Steve FrankLeadership 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/22014-05-2301 min
Smart Planning 101 with Nicole Wipp005 Business Exit Planning | 10 Common Threads | Bill Black ExitCoachRadio.comBusiness 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.2014-05-1729 min
Smart Planning 101 with Nicole Wipp001 Smart Planning 101 Podcast - IntroductionWhat 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!2014-05-1604 min
Smart Planning 101 with Nicole Wipp004 Smart Planning in Divorce - What, Why, HowNicole 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.2014-05-0819 min
Smart Planning 101 with Nicole Wipp002 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 why taking a leadership role in times of healthcare crisis is crucial.2014-05-0229 min
Smart Planning 101 with Nicole Wipp003 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 estate planning
He asks me about the value of a...2014-05-0222 min
Bert Martinez speaks with Floyd Smith, Mary King and guestsFloyd Smith CEO of Petron Energy II, Inc., the stock symbol is “PEII” the company is in the oil and gas space
Mary King IRS Problem Solving Attorney and co- author of the book Protect and Defend. Her career in law has primarily focused in IRS problem solving as well as mortgage foreclosure defense
Lawrence Townsend San Francisco intellectual property lawyer. With expertise in trademark, copyright, and trade secret law, Larry as he’s known by his clients brings almost 35 years of experience representing individuals and businesses in the courtroom and counseling them on how to maximize ownership protection and avoid cla...2014-04-141h 12