Smart Planning 101 with Nicole Wipp

Smart Planning 101 with Nicole Wipp

Hosted by: Attorney, Entrepreneur, and Founder of Smart Planning 101, Nicole Wipp

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...

Episodes

Episode 034 The Truth About Your Health And Your Privacy

Season #2

Right 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...
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033 Have Young Children? 4 Important Estate Planning Considerations

Season #2

What 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...
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032 Gift Tax: Why Giving Away $15,000 Is a Trap For the Unwary

Season #2

Have 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...
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031 Forced Frailty and Eviction By Design - What Cities And Municipalities Can Do About it

Season #2

Do 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...
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029 Re-Introducing The Smart Planning 101 Podcast

Season #2

It'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....
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030 14 Estate Planning Considerations

Season #2

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

The 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...
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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...
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023 Revocable Living Trusts (Part 1) with Nicole Wipp

How 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...
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