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Episodes
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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022 Financial & Retirement Planning Lies With Kim Butler
What 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...
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021 Irrevocable Trusts (Part 2) with David Zumpano
Irrevocable 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...
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020 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...
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019 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...
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018 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...
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017 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...
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