All Episodes ∨
Episodes
040 Financial Security - Preparing to Pay for Long Term Care
According 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...
View Episode
039 The Crucial Case For Monitoring The Finances Of Elderly Loved Ones
Did 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...
View Episode
038 Crucial Conversations About Death with Dr. Kim Fisher
Have 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...
View Episode
037 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...
View Episode
036 Your Money Talks: Socially Responsible Investing
In 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.Â
Visit smartplanning101.com/36 for more information.
View Episode
035 - The Great Grandparent Scam
The 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...
View Episode
034 The Truth About Your Health And Your Privacy
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...
View Episode
033 Have Young Children? 4 Important Estate Planning Considerations
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.Â
In this episode, I’m going to talk about four major planning...
View Episode
032 Gift Tax: Why Giving Away $15,000 Is a Trap For the Unwary
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...
View Episode
030 14 Estate Planning Considerations
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...
View Episode
031 Forced Frailty and Eviction By Design - What Cities And Municipalities Can Do About it
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...
View Episode
029 Re-Introducing The Smart Planning 101 Podcast
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....
View Episode
