episode
# 003 Bert Martinez from Money for Lunch Interviews Nicole Wipp
In this week's episode:
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 will
- We discuss the “right age” to start talking about these things
- He asks me why planning for long term care is important
- We discuss the cost of long term care and the repercussions of failing to plan for it (I think he was surprised)
- Bert realizes his own estate plan is completely out-of-date!
Bert is about to release his new book, Created to Succeed. Check it out!
SHOW LINKS
FULL TRANSCRIPT
About the show
Planning isn’t just about getting your will done or going to see your financial planner once a year. SMART planning involves an educated process that incorporates the latest in legal, financial, and healthcare strategies to work toward the most desirable result – the quality of life, throughout your entire life.
The biggest problem, too often, is that “traditional” notions of what is right to do in both legal and financial estate planning don’t always work in today’s world.
I created SmartPlanning101 to help all of us learn how to be better planners for the future – and stay in control. To learn how and when we need to challenge the “status quo” and “conventional wisdom.” To be in a nutshell- “smart planners.”
Learn More About the Show - Click Here
