Podcasts about smart planning

In this month's Smart Planning segment, a financial advisor discusses when it might make sense to scale back your 401(k) contributions. Is it safe to invest right now? Should you keep contributing to your retirement account when the economy feels uncertain? Hosts Sean Pyles and Elizabeth Ayoola discuss how to navigate turbulent financial times by focusing on long-term investing strategies and what you can control. They break down what's going on with recent stock market activity, why the dollar is weakening, and how investors can stay the course by understanding their risk tolerance and using tools like dollar-cost averaging. They also touch on emotional investing and offer practical ways to handle market anxiety without pulling back on your financial goals. Then, Elizabeth welcomes Ross Anderson, founder of Craftwork Capital and co-host of the Check Your Balances podcast, to answer a listener's question about whether to reduce 401(k) contributions due to fears about job security. They discuss how to evaluate whether you're holding too much cash, the trade-offs between contributing to retirement versus living for today, and how the FIRE (Financial Independence, Retire Early) movement can work even if you start later in life. They also cover the impact of retiring abroad, how international taxes can complicate your strategy, and why certain insurance products might not match your goals. Inspired to navigate your finances with an advisor? Use NerdWallet Advisors Match to find vetted professionals today at https://www.nerdwalletadvisors.com/match  Learn about dollar-cost averaging as a strategy to reduce the impact of volatility by spreading out your stock or fund purchases over time so you're not buying shares at a high point for prices: https://www.nerdwallet.com/article/investing/dollar-cost-averaging-2  In their conversation, the Nerds discuss: investing during market volatility, dollar cost averaging, stock market downturn 2025, how to manage risk tolerance, emotional investing, investment risk capacity, long-term investing strategy, FIRE movement explained, barista FIRE, how to retire abroad, retiring in Portugal, retiring in Italy, buying a home in Europe, saving for early retirement, high-yield savings account vs investing, when to reduce retirement contributions, investing vs lifestyle spending, how to handle market swings, tax rules for expats, international index funds, when to use a brokerage account, what to do in a market downturn, life insurance for retirement planning, long-term capital gains tax, when to sell stocks for retirement, CDs vs savings account, risk tolerance vs risk capacity, and when to rebalance investments. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Disclaimer: This podcast is for informational and educational purposes only. NerdWallet does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell particular stocks or securities. Any comments posted under NerdWallet's official account videos are not reviewed or endorsed by NerdWallet or representatives of financial institutions affiliated with the reviewed products unless explicitly stated otherwise. Avoid disclosing personal or sensitive information such as bank accounts or phone numbers. NerdWallet employees do not offer personalized financial advice and will not respond to posts here.

Tariffs, fear, and stockpiling—oh my! Don and Tom break down how consumer sentiment, not just consumer spending, is shifting dramatically under the weight of tariff uncertainty. They connect behavioral shifts—like Googling “recession” and panic-buying tires—to bigger economic signals and what it all means for investors. From the role of emergency savings to the misleading pitch of indexed annuities, they dismantle hype and stress the importance of sticking to a real plan. They also field smart questions on Roth conversions, muni bonds, and whether now is the time to invest that idle cash. Oh, and don't worry: most of our toilet paper is made right here in the good ol' USA! 0:11 Consumers drive the economy—and investment returns0:47 Sentiment is slipping fast, and it could trigger a slowdown2:05 “Recession” and “depression” searches spike amid uncertainty3:11 Tariffs shift what we buy: food in, luxury out4:24 What investors should do now: boost emergency savings7:22 Auto stockpiling and tariff-fueled panic buying8:50 Prices rising, brand loyalty falling, and psychology shifting10:27 Volatility confuses perception—despite flat portfolio returns12:16 Emergency funds are real insurance without the gimmicks14:14 Spry 102-year-olds and the power of Bulgarian yogurt17:47 Best muni bond fund choice for high tax brackets: VTEB20:31 Can't milk a Buckeye, but they might ward off arthritis22:52 Roth conversions: should you pay the tax now or wait?28:57 Indexed annuities: steak dinners, sales tricks, and the ugly truth34:16 Why the commissions are so high—and the returns so low37:55 Got cash on the sidelines? Here's what to do before investing39:27 Final advice: plan first, invest later, ignore the noise Learn more about your ad choices. Visit megaphone.fm/adchoices

In a new Smart Planning segment, a registered investment advisor tackles retirement goals and savings questions with a listener.  How can you gift savings bonds? When is it time to stop saving for retirement early? Hosts Sean Pyles and Elizabeth Ayoola offer tips for “spring cleaning” your finances, including refreshing your budget, resetting your financial goals, updating your insurance and estate plans, and getting back on track if emotional spending crept up earlier this year. Then, they debut Smart Planning, a new segment where a registered financial advisor helps a listener tackle real-life money questions. In this session, Certified Financial Planner Barbara Ginty, host of the Future Rich podcast, talks with listener Kay about navigating the transition from saving to spending. They dive into how to know when you've saved enough to scale back at work, how to plan for rising medical costs in retirement, and how to gift savings bonds the right way. If you've ever wondered what financial freedom could look like after decades of diligent saving, this conversation is packed with insight. Inspired to navigate your finances with an advisor? Use NerdWallet Advisors Match to find vetted professionals today at https://www.nerdwalletadvisors.com/match  Track your budget and credit score on the NerdWallet app, and let the Nerds guide you toward your financial goals: https://www.nerdwallet.com/p/mobile-app  In their conversation, the Nerds discuss: updating financial goals, savings bonds, how to gift savings bonds, budgeting tools, emotional spending, estate planning checklist, updating beneficiaries, Roth IRA contributions, SEP IRA contributions, dollar-cost averaging investing, semi-retirement planning, when to stop saving for retirement, how much to save for retirement by 55, Medicare vs Medicare Advantage, retirement healthcare costs, setting up travel insurance, travel insurance for seniors, Roth vs traditional IRA in retirement, retirement income planning, safe withdrawal rate, 4% rule retirement, and required minimum distributions.. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend.

Are you really prepared for solo aging? Have you thought about who will care for you as you get older? What about where you'll live, how you'll afford care, and who will manage your finances if you're unable to? Too many people wait until an emergency forces them to make these decisions, but planning ahead can give you control over your future and peace of mind. What if you could make choices now that ensure your later years are filled with security, independence, and dignity? In this episode of Financially Ever After, Stacy Francis is joined by Marni Blank, founder of Begin With The End, to discuss the essential steps solo agers (and everyone else!) should take to prepare for the future. From financial planning to housing choices to organizing your digital life, this conversation is full of critical insights. You'll hear them discuss: A powerful way to leave a legacy through handwritten letters and how this simple but meaningful act can create deep connections that last beyond a lifetime. Solo aging realities and why it's crucial to proactively plan for healthcare, housing, and financial needs before unexpected circumstances force rushed decisions. The importance of choice in aging and how making key decisions early allows you to maintain control, rather than having others step in when it may be too late. Where you will live as you age, whether staying in your home, moving to assisted living, or considering other options, and how to determine the right fit for your needs. Financial planning for long-term care, breaking down the true costs, what options exist, and why starting early can make all the difference in affording quality care. The digital side of aging, including organizing passwords, documents, and financial accounts so your loved ones aren't left struggling to access important information. Why waiting lists matter when choosing senior living communities and how long delays in availability could leave you scrambling for a less ideal option in an emergency. Resources Marni Blank on the Web | LinkedIn | Instagram | Email Free Plan Well Organizer Free Legacy Project Ideas Stacy Francis on LinkedIn | X(Twitter) | Email FrancisFinancial.com Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!

Steve and Jill Marshall from Silver Path Consulting are back to tackle two of the biggest challenges families face when helping aging parents: getting finances in order and planning final arrangements. They dive into why having a solid financial plan isn't just about numbers – it's about peace of mind and protection. From practical tips on finances to protecting against exploitation, they share wisdom that might just save your family some headaches. Then, they break down how to handle those tough-but-necessary conversations about final arrangements, boiling it down to three key decisions everyone needs to make. Whether you're just starting to think about these issues or already in the thick of it, this episode offers a road map for handling delicate topics with grace and clarity. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

The financial world is complex, and it is not uncommon to feel “in over your head” when trying to tread through the vast, turbulent waters of IRS regulations, tax planning and financial portfolios.  So much to learn. So much to know. So many questions. Join us on today's show as Dennis highlights some of the top financial questions from financial professionals from around the country. We'll test your financial knowledge as we embark on crucial questions with not-so-obvious answers. Next, Heidi will unpack and explain Section 327 of the SECURE 2.0 Act, which changed the rules for spouse beneficiaries. Although there has been confusion about this section, the IRS has successfully clarified Section 327 with new proposed regulations. Finally, Deann will share stats in regard to the hot topic of AI and the realities of such a lofty endeavor.  Tune in and take control!

Brent chats with Ryan Halvorson about how to make smart moves with equity compensation. They talk about different kinds of equity compensation, from RSUs, stock options, to deferred compensation. They then explain what issues to watch out for and how to make smart decisions from a financial planning perspective.

In today's episode, we explore the intricacies of the insurance industry with Michael Silverman. Michael is the President and CEO of Silver Lining Insurance Agency, a multi-line independent insurance agency that provides solutions and risk management for individuals, families, and businesses. Boasting more than 30 years of experience in the field, he has earned a well-respected reputation for his knowledge and expertise, commitment to client care – and overall passion for the work he does. Michael and his team at Silver Lining Insurance Agency believe that their clients' financial security and quality of life deserve personalized and well-balanced insight. Whether offering advice, a comprehensive plan of action, or a quick resolution, their services are tailored to help others plan for the future by protecting them from the unexpected.  Hit play to find out:  The critical role that insurance plays in the lives of consumers.  Why insurance rates are skyrocketing.  What replacement cost is, and how it impacts the market.  Why the insurance industry has a negative stigma attached to it.  Ready to dive deeper into Michael's insights and work at Silver Lining Insurance Agency? Click here now to follow along! Episode also available on Apple Podcasts: http://apple.co/30PvU9C

In this episode, Growth By Design's Kristi Ackley sits down with Kyle Wesely of Wesely & Wesely, a CPA firm specializing in tax and financial planning, to discuss how charitable tax planning can maximize the impact of giving. They explore strategies that help donors support causes they care about while optimizing tax benefits.

In this episode of the Real Women Real Business podcast, host Shauna Lynn Simon delves into the crucial components of achieving your goals with discipline and SMART planning. She begins by exploring the concept of the accidental CEO, shedding light on the challenges of navigating entrepreneurship without a clear understanding of the journey ahead.Drawing from personal experiences, Shauna Lynn emphasizes the importance of combating burnout and offers insightful strategies for building a thriving business. Throughout the episode, listeners gain valuable insights into the role of discipline in fostering motivation and driving action toward desired outcomes. Shauna Lynn shares practical examples of setting personal rules to align with individual goals and values, empowering listeners to establish disciplined habits for success. Additionally, she introduces the SMART goal-setting framework, breaking down its components and illustrating its effectiveness in providing clarity and focus on the path to achievement.Resources:Learn more about the show: AboutShaunaLynn.com/podcastGet Shauna Lynn's Guide to Gaining an Extra 10 Hours Every Week: AboutShaunaLynn.com/timeSet up a FREE 1-on-1 Coaching Assessment Call: AboutShaunaLynn.com/coachmeStop Dreaming, Start Doing - Free 1-hour On-Demand Vision Training: StyledListedSold.com/stopdreaming 

When you find yourself amidst a career transition, be it by choice or circumstance, the path forward can seem fraught with financial uncertainty and healthcare coverage concerns. It's a time when the right advice can make a world of difference, which is why we brought Jake Dozer, CFP® onto the podcast to help navigate this stressful time. Whether you're considering a shift to a new industry, pondering semi-retirement, or stepping into the realm of self-employment, it's essential to have a strategy that supports both wealth and health, and we'll cover that in this episode.   Here's some of what we discuss in this episode: The workforce changes we've seen in Connecticut over the past 18 months. The trends we've seen from our clients as it relates to work in retirement. Weighing the option to become self-employed. What health insurance options do you have when you're in between jobs. Is this a good time to do a 401k rollover?   Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/ Contact our team: https://johnsonbrunetti.com/contact-us/     

Get expert tips on affordable group and family air travel, from maximizing points and rewards to booking the best flights and maximizing airline perks. How can you make group travel both enjoyable and affordable?  What are the best strategies for using travel points and credit cards to your advantage when planning group trips?  Hosts Sean Pyles and Meghan Coyle discuss the intricacies of group travel planning and the mastery of travel points and credit card perks to help you understand how to have a memorable group trip without breaking the bank. They begin with a discussion of group travel planning, with tips and tricks on securing the best deals, navigating planning for multiple people, and leveraging travel credit cards to mitigate extra fees such as those for seat selection.  Then, Meghan interviews credit card Nerd Erin Hurd about the nuances of booking flights for groups. They discuss strategies for using points effectively when traveling with a group, the benefits of programs like Southwest Airlines' Early Bird Check-In and Upgraded Boarding, and the flexibility of pooling points with hotel programs like Hilton and Marriott. Has this episode given you a travel bug? Then check out our list of the 15 Best Travel Credit Cards of March 2024.  In their conversation, the Nerds discuss: group travel, travel savings, travel rewards, travel tips, budget travel, group vacations, travel points, travel credit cards, Southwest airlines, early bird check-in, family travel, travel planning, airline points, companion passes, airport lounges, group flights, group lodging, travel experiences, airline perks, travel benefits, travel coordination, credit card perks, flight booking, pooling points, credit card rewards, airport lounge access, travel itineraries, airline status matching, airline incidental fees, and upgraded boarding. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend.

Hosts Joseph and Regan examine how to handle inheritances. With the landscape of wealth transfer evolving rapidly, receiving an inheritance is not just a stroke of luck but a strategic element in financial planning.   They caution against hasty decisions and stress the importance of taking the time to assess goals and intentions before embarking on any major financial moves. Through real-life examples, such as a client who strategically maximized her tax-free savings accounts and diversified her assets after receiving an inheritance, the hosts highlight the significance of thoughtful planning in ensuring long-term financial security.   Read the full show notes and find more information here: EP 11 Show Notes

In this super helpful episode, Tiffany tackles a big question many small business owners have: Are you paying too much tax? If you're worried about this, you're not alone. Tiffany explains how you can figure out if you're overpaying and what you can do about it. She shares insights into smart tax planning, not just as a year-end rush, but as a year-round strategy. You'll learn about different ways to review and reduce your taxes, like looking at deductions you might be missing or choosing the best structure for your business. Plus, Tiffany talks about the importance of understanding your finances and working with the right tax advisor. This episode is a must-listen for any business owner who wants to be smart with their taxes and save money. Tune in to get your tax strategy on track for this year!

We're back with another review for you because Natasha watched all of Pretty Smart! If you're keeping score... good for you, because I'm not and that is conceivably the whole point of this show. Dive in with us as we "spoil" this show (there's not much to spoil, it is just a sitcom in the best of ways), reveal our opposing opinions on what makes an episode the best episode of a show, and basically plot out the next two to three seasons of this show for Netflix. That's right, Netflix, if you're reading this, we've got these seasons written and ready to go for you. Just send a cheque our way and the deal is done. You don't need to listen to the episode though. Just trust us. We did a good job. We definitely didn't make everyone in the show queer and throw away the whole over-arcing plot of this season in favour of our queer revival. We would never do such a thing, Netflix. We are good and trustworthy people who do not only watch shows and conduct hostile takeovers of them to make everyone queer. That would be insane. This is a calm little review episode that does none of those things. Cheque, please? Follow Natasha at twitter.com/natashadamours Follow Jessica at twitter.com/jessicairowe Email us at episodeepiphanies@gmail.com, tweet at us @epiphaniespod, and follow us on Insta @epiphaniespod Intro and outro music is Feelin Good by Kevin MacLeod (incompetech.com)

Episode 203: On this episode of “The Building Code,” Zach and Charley are chatting with Sam DeMaio, owner of Showcase Remodelsin Turnersville, NJ. The Showcase Remodels team specializes in home additions and renovations – working with their clients to turn their living spaces and homes into works of art. Listen to the full episode to hear more about how Sam uses strategic planning with the help of Buildertrend's construction project management software to grow his business.   Join “The Building Code” Facebook group: https://www.facebook.com/groups/thebuildingcodecrew/   FACEBOOK: https://www.facebook.com/buildertrend/ INSTAGRAM: https://www.instagram.com/buildertrend/  TWITTER: https://twitter.com/Buildertrend/ YOUTUBE:  / @buildertrend LINKEDIN: https://www.linkedin.com/company/buildertrend #Buildertrend #BuiltWithBuildertrend #ConstructionSoftware

Learn the value of taking one step at a time to find clarity and set goals for the future without rushing. Discover how bold decisions can transform your business and why change can be a path to success. If you have any questions about this episode or want to get some of the resources we mentioned, head over to LesleyLogan.co/podcast. If you have any comments or questions about the Be It pod shoot us a message at beit@lesleylogan.co . And as always, if you're enjoying the show please share it with someone who you think would enjoy it as well. It is your continued support that will help us continue to help others. Thank you so much! Never miss another show by subscribing at LesleyLogan.co/subscribe.In this episode you will learn about:The successful transition of having a booking software and a supportive clientHow making the bold move in business can make you more confidentThe significance of having clarity and patience in planning Episode References/Links:Mentions agency member, Linnea RothenmaierMentions agency member, Christine Bowen  If you enjoyed this episode, make sure and give us a five star rating and leave us a review on iTunes, Podcast Addict, Podchaser or Castbox. Get your free Athletic Greens 1 year supply of Vitamin D3+K2 and 5 free travel packsGet your discount for some Toe Sox using the code: LESLEY Be It Till You See It Podcast SurveyBe in the know with all the workshops at OPCBe a part of Lesley's Pilates MentorshipFREE Ditching Busy Webinar Resources:Watch the Be It Till You See It podcast on YouTube!Lesley Logan websiteBe It Till You See It PodcastOnline Pilates Classes by Lesley LoganOnline Pilates Classes by Lesley Logan on YouTubeProfitable PilatesFollow Us on Social Media:InstagramFacebookLinkedInEpisode Transcript:Lesley Logan 0:00  It's Fuck Yeah Friday. Brad Crowell 0:01  Fuck yeah. Lesley Logan 0:02  Get ready for some wins.Lesley Logan 0:05  Welcome to the Be It Till You See It podcast where we talk about taking messy action, knowing that perfect is boring. I'm Lesley Logan, Pilates instructor and fitness business coach. I've trained thousands of people around the world and the number one thing I see stopping people from achieving anything is self-doubt. My friends, action brings clarity and it's the antidote to fear. Each week, my guest will bring bold, executable, intrinsic and targeted steps that you can use to put yourself first and Be It Till You See It. It's a practice, not a perfect. Let's get started. Lesley Logan 0:48  Hello, Be It babe. Welcome to your short and sweet inspiration session that we all need. We all need reminders when you are recovering perfectionist, overachiever, hello, my type A person I see you. And we if you're new to the show, we do an interview on Tuesdays we do a recap on Thursdays we answer your question and Brad and I share what we loved about the interview I did. And then on Fridays, less than 10 minutes, ideally, it's all about winning because there are actually a lot of wins in your day. And so I love sharing your wins, you can send it to Be It Pod so you can hear what other people are doing. And also if you hear your win, you're like, oh my God, I did that, you get to like re-celebrate again. And also one of mine because none of us are on pedestals. We're all working our way. We're all human beings in this world. So I'm going to share the wins from you guys. I have a couple of those and one of mine. Lesley Logan 1:39  So the first one is from Linnea. She's an Agency member. So she's been kicking some ass. She wrote, "Transition to new booking software is complete and running smoothly." Whoa, that's a huge win. That's a huge ordeal. I am insanely grateful for my local superfan client, she's been going to be she's going to be my ongoing client model for filming videos for social media and my website and such and she's super excited helping my business grow. I'd love that. She has a couple more wins. "A great week of self-practice Tuefel workouts where I totally kicked my own butt plus a number of shorties. Onward to new clients new booking system is awesome for this." And so yeah, way to go Linnea. I mean, like this is really some great wins for your business. I love when you have (inaudible) a client who just like wants the part of the growth of it, and has a lot of fun. And then also that you took care of you. And you're like creating time by having this booking system. So way to go. Lesley Logan 2:39  Christine Bowen from Ireland. Her win is actually following lots of great input from some of the people from Agency. So Christine is an Agency member. And she got some insight and advice from me, from Bianca, from Linnea, and from Heidi and here's what she did, "I switched up my intro offer to a single session instead of three sessions and got my website all updated this week, I include the option for a quick phone call before their session to help them get the most out of their intro session. Someone completely new to me signed up yesterday after finding me on Google. I just called them and had a great chat. And I'm excited to see them on Monday, I planned a couple of questions, ask them on the call treatment like a discovery call. And I was able to get into how their pain is impacting them, anything that's stopping them from doing what they wish they could do to really understand their (inaudible). Now I can just jump straight into their session with them. And I've already planted the seed that their journey will take some time and consistency. So I'm confident to recommend a package for a weekly session, which is what is going to help them achieve what they want." Way to go, Christine. You guys, it's gonna be so scary to change a system or the way you do something in your business. It's like, oh, my God, is this going to work. And when you make the bold move, the universe matches you and like, boom, she made the change and then instantly got someone worked her new system. And now she has the confidence to take it to the next level. It's so, so important that the systems that you create work for you, and if they're not working for you, let's change them and celebrate that right? So way to go, Christine. Lesley Logan 4:08  All right, so my win last month, I was telling you guys like I hadn't planned 2024 that much. And today, I still haven't. And I am so excited about that but the win is I'm I got a lot of clarity around what I wanted next year to look like. And instead of like, what am I gonna do right now? I kind of was like, okay, now that I know what I want, what is the first next step and that's the only step I'm going to take. And I waited until I got home and then I sent to my assistant. Okay, here's what I need you to tell me about in the calendar. And then I am letting it be quiet impatient, like getting the information like what's the next next step? Right? I don't need to like, solve this entire project all at once and I think sometimes we tend to do that and if I were to do that, I would be distracted from all the other things that I'm working on right now. And instead, it's like, no, I'm going to be really patient. And I'm celebrating the patience that I'm having on this because a lot of times I'm like, I need certainty, which as we know from previous episodes, that just being perfectionist in disguise.Lesley Logan 5:12  I don't need certainty. I actually know with confidence that next year is going to be amazing. It's going to include all the things I want, there are gonna be things that I'm removing, because I don't want them that doesn't mean things that I don't want won't happen. But I'm curating the year that I want. And that means I can't rush it, I have to allow it to evolve and organically make these changes. And so I'm celebrating this as a win because it can be really easy to overschedule yourself, y'all. And I am so freaking proud that as of right now, we still have not overscheduled 2024. And if we don't do it by the end of the year, it won't happen so I'm so I'm so I'm so excited celebrating the I'm almost at the finish line and not waiting until I get there. You guys celebrate when you're on the path, you got to celebrate when you're on the path. It does not. The results are great, but you can't just celebrate only the results that you want. It's important. Lesley Logan 6:02  Okay, so the affirmation to percolate on today. I am doing the work that works for me. I am doing the work that works for me, doing the work that works for me. So maybe you need to overplan next year. Maybe overplan's a strong word, but maybe you need to plan next year. And you have to do it right now. Because you need to make sure that you have enough things happening to have the income goals you want to have. Well then do it you don't have to do it like me, because you're going to do the work that works for you. Lesley Logan 6:29  Thank you so much for listening to the Be It Till You See It podcast, it means the world to me, You have no idea how much you're part of this. We're almost at 300 episodes, which is kind of insane. So thank you. Thank you for sharing. Make sure you send your wins and until next time, Be It Till You See It. Lesley Logan 6:42  That's all I got for this episode of the Be It Till You See It Podcast. One thing that would help both myself and future listeners is for you to rate the show and leave a review and follow or subscribe for free wherever you listen to your podcast. Also, make sure to introduce yourself over at the Be It Pod on Instagram. I would love to know more about you. Share this episode with whoever you think needs to hear it. Help us and others Be It Till You See It. Have an awesome day. Lesley Logan 7:10  Be It Till You See It is a production of The Bloom Podcast Network. Brad Crowell 7:13  It's written, filmed, and recorded by your host, Lesley Logan and me, Brad Crowell. Lesley Logan 7:18  It is produced and edited by the epic team at Disenyo. Brad Crowell 7:22  Our theme music is by Ali at Apex Production Music, and our branding by designer and artist Gianfranco Cioffi. Lesley Logan 7:29  Special thanks to Melissa Solomon for creating our visuals and Ximena Velazquez for our transcriptions. Brad Crowell 7:34  Also to Angelina Herico for adding all the content to our website. And finally to Meridith Crowell for keeping us all on point and on time. Support this podcast at — https://redcircle.com/be-it-till-you-see-it/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Are you feeling the pre-holiday frenzy? Fear not, because on the Reach your Summit podcast, we're serving up tried-and-true strategies for navigating the holiday season without the stress. I'm Jessica Magnuson, your guide through the tumultuous tides of budgeting, gift planning, and dealing with social pressures. Get ready to chart the course for your holiday spending with tips on creating a budget that considers not just gifts, but all the trimmings—decorations, food, and those cute Christmas pjs! Tune in as we unwrap gift ideas that are budget-friendly, and yet, bound to spark joy! Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

Join us in this value-packed episode as we sit down with our special guest, Shinobu Hindert, a Certified Financial Planner(TM) and money expert. We dive into the fundamentals of financial planning and discuss practical tips for individuals at any stage of life.In this episode, Shinobu answers some crucial questions and much more:

Black History Month is almost over, and the second quarter of 2023 is approaching. I've dedicated this last episode to the culture to help us get our finances in formation. As a woman of color, my parents and elders did not play. They stressed the importance of education, financial independence, and having a little something tucked away for a rainy day. In this podcast episode, I'm sharing how we can move past having a little something tucked away to have a lot of something!! Wealth is your destiny, and real estate investing is the key to unlocking it. But to get started, you need to get SMART about your finances and real about creating a plan to build wealth. Here's what's on the other side of that play button: ✅What the statistics say about Women and Investing✅How to apply SMART goal planning to your Personal Finances✅How to turn obstacles into learning opportunities✅The misconceptions about investing in real estateAnd much, much more... [00:07] Don't know what S.M.A.R.T means and how to apply it to your finances--listen as I break it down for you. [00:57] Just saying that you want to become financially stable isn't enough if you're serious about your financial turnaround; it's time to get specific about your money goals. Here I explain how to do that with the SMART framework. [04:08] Big corporations plan their years and measure their success quarterly, and so should you. Join me as I explain how to track and measure your progress. [05:21] Who wants to be a millionaire? ...if you answered everybody, you're right! But acquiring large sums of money takes time; listen as I explain the importance of creating achievable goals based on your current financials. [06:41] Do your wealth goals reflect what's important to you? With so much marketing thrown our way, it's hard to determine what's a need VS. a want. Here, I explain how to SMART planning can help you create your personal financial plan based on what you value most. [08:00] Many goals become wishes without a hard deadline and focus. Listen as I explain the importance of creating and understanding your timeline to achieve financial freedom. [10:00] Are you ready to implement your SMART Financial Goals? Listen as I share how to get inside a community dedicated to YOU becoming a wealthy woman. I hope you enjoyed this episode--Now, it's time to implement what you just learned? Join The Women Who Build Wealth Community for only $7.00 per month and unlock: ✔️The flagship Fire Up Your Finances 8-Day Program✔️Step-by-step instructions on conducting a financial audit✔️The sought-after 50 Side Hustles Worksheet can help you leverage your knowledge, skills, and background to generate a side income in as little as two weeks!✔️Access to The Women Who Build Wealth Community✔️Strategies that I, and my private-coaching clients use, to get the entire family onboard!✔️An implementation checklist to keep you focused on celebrating your wins daily✔️A powerful debt reduction strategy you can use to start improving your financial standing TODAY!

Ready to crush those goals in 2023? Well, friend, the bad news—is you can't do it without a strategic plan! You can't just keep running on that content creation hamster wheel hoping for the best. The GOOD news? Bree is going to break down that goal with you and teach you how to make sure you hit that goal!  Head to thrivetogether.blog/podcast for the show notes! ----- Looking for more support? Check out our coaching programs! Shift—If you've made more than $5k in the last 12-months, apply today! Profitable Blogger Society—if you need help getting your foundation started, as well as knowing where to spend your time for the most growth!  ----- If you're looking for a blogging & influencer community, then join us over on Facebook, the Thrive Blogging Community! 

The Special Abilities Network (SAN) is a team of financial planners who are members of the special needs community professionally and/or personally. They've made it their life's work to empower families in the special needs community because they understand what it means to wake up in the middle of the night with fears of the future. The founders of SAN prefer the term “special abilities” rather than “special needs.” This is because their own experience with their own children has been that, although they do need more help than typically developing individuals would, their children do have many special abilities. They have unique ways of connecting with others and shining a bright light on the world. Brady Murray is the proud father of 7 children, 2 with Down syndrome: one born into his family, Nash, and the other adopted from China, Cooper. The Murray family loves all things special needs and strongly believes in second chances. This belief fuels their love for foster care, and the two youngest children in the family were adopted through foster care. Connect to learn more: Website: https://specialabilitiesnetwork.com/ As an Amazon Associate, I earn commissions from qualifying purchases. For more information about True North Disability Planning: Web: https://truenorthdisabilityplanning.com/ Podcast (ABCs of Disability Planning) - https://anchor.fm/abcs-disability-planning Waypoints - https://waypoints.substack.com/ Facebook: @TrueNorthDisabilityPlanning Twitter: @NeedsNavigator Resource store (free downloads too) - https://www.teacherspayteachers.com/Store/True-North-Disability-Planning --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/abcs-disability-planning/message

Smart Planning James 4:13-17 Sunday, 11/28/21   1.  Smart planning recognizes the uncertainties of life, holds plans loosely, and seeks God's will v.13-14,15 2.  Smart planning recognizes the brevity of life and lives with eternity in view v.14 Psalm 39:4-6, “O LORD, make me know my end and what is the measure of my days; let me know how fleeting I am! Behold, you have made my days a few handbreadths, and my lifetime is as nothing before you.  Surely all mankind stands as a mere breath!  Surely a man goes about as a shadow!” 3.  Smart planning recognizes the boastfulness of life and knows God is in control v.16-17

Despite the massive disruptions, are there potential investment opportunities across some affected sectors? Today's Stocks & Topics: BRBR – Bell Ring Brands Inc. Cl A, Labor Force Participation, Earnings Season and Inflation, Purchasing Managers' Index (PMI), Smart Planning & Retirement, CLF - Cleveland-Cliffs Inc., MRO - Marathon Oil Corp., INTC - Intel Corp., CRSR - Corsair Gaming Inc., Retirement Plans and Taxes. TRIVIA QUESTION:  "Can you name the 12 states that DO IMPOSE an estate tax?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

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 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.

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. 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.

You hear about developers paving the way to financial freedom by converting one home into two, three or more, and you're eager to get a slice of the action. But there's more to know than knowing how to swing a hammer and loving interior design. Today we are going to find out what you need before you even think about putting on your tool belt, and put you in the know with some clever town planning advice for the first time developer.  Chelci Cox is a passionate town planner from award-winning Smart Planning and Design. She loves helping first time or boutique developers save time and make money.  1. For those who don't know, what is town planning?     a. What is its importance when it comes to developing property? 2. What do we need to consider before buying a property for development? 3. What's a planning scheme and how should we look at it to decide where to buy?      a. Are there any key requirements that could easily be missed by just looking at the planning scheme? 4. How different can individual councils be when it comes to individual rules and regulations? 5. What are some of the unforeseeable issues that new developers need to understand before buying a block of land or development? 6. What do we need to consider during the planning stages of development to pass council regulations?     a. I've seen new developers be told by council that they can only have a carport instead of a garage, or they need to put a skylight in a bedroom to create more natural light, yet experienced developers /town planners know how to talk to council to ensure that council don't devaluate their properties with these types of inclusions. Is this where a good town planner on your side will guide you through these unexpected council requests? 7. How about during the building stages of a development?      a. I've seen one council approve an additional crossover for a side-by-side development then decide that the nature strip tree was too close to the new crossover, that the developer had to pay for the removal of the tree, and replace the tree a position one metre to the north. He got a quote of around $800 to do the job, council said 'No that's our land, we have had the tree valued at $4,000, plus our tree loppers will charge $2000 and you need to replace the tree to the size and type we require'. With all the costs and additional paperwork, it was around $8000. 8. Overall, how else can a town planner help you through the council process?   OFFER:  A free 'Due Diligence' report for Real Estate Right listeners who mention the  podcast.    Contact:  Chelci Cox can be contacted on:  0410 405 792    Email: chelcic@smartplanninganddesign.com.au     Need Copywriting? Head to our website: www.realcopyright.com.au Call the 'Real Copy Right' Hotline: 5977 8889  Email: orders@realcopyright.com.au As well as sales copy, we can also assist you with:  Rental copy Staff profiles for your new and existing staff members Marketing letters/emails Newsletter articles Marketing material for listing kits, mail outs, etc Website blogs Large scale development brochures and websites  

Description:Join Sophie Antal Gilbert, Head of Business Solutions at Russell Investments, Tina Downing, Senior Director & Lead of Business Coaching at Russell Investments and Tom Flynn, Senior Regional Director at Russell Investments, as they talk about the value advisors deliver to clients.  Disclosure: Interviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization. Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The audio may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect. This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners and Russell Investments' management.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.CORP-11875Date of first use: August 2021

SMART Planning - Second Thoughts with Bob Greenwood 002

Interested in Knowing the Property Trends in Victoria and Get Involved with Town Planning? David Klingberg from Smart Planning and Design Townplanners in Melbourne talks about Town Planning, What Town Planning support you should get if required, Who you Need on your Team and The Tricks of the Trade in Town Planning.   Episode Highlights: *What is Town Planning? *What are the Town Planning Systems in Victoria and in the Australian States and Territories *Types, Steps and Processes in Doing Town Planning *Choosing the Right Business for your Consultant Team *Real-Life Example/s and Application of the Steps and Processes *Property Trends in Victoria   Download This FREE Video of How I Made $215,031 Dollars In An “OVERPRICED SUBURB” Subdividing One Lot Into Five Miniature Ones! -->> https://www.advancedpropertystrategies.com/miniature-subdivisions     * "How I Made $215,031 Dollars Subdividing A 1000m2 Lot Into Five Miniature Ones!” *They told me “no good deals left in this suburb”… But $215,031 profit in 12 months proved them wrong!!!! *Now for the first time ever, I'm spilling the beans about ‘Miniature Subdivisions': Where to find them, how to get them approved, and how to profit from them big time… even in “overpriced” suburbs!   Learn more at https://www.advancedpropertystrategies.com/  

http://www.rickomarek.com/blog/a-handy-checklist-for-year-end-planning-and-market-round-up Talk to Ric... https://goo.gl/c3jdeO Learn more at... http://www.rickomarek.com Watch videos here... https://www.youtube.com/playlist?list=PLvLbqeCOg7FSAapjPvyJhruHoMAPMKqeC --- Send in a voice message: https://anchor.fm/ric-komarek-cfp/message

In episode #99 of the Power Project Podcast, I sat down with a young lady who is looking to reenter the journey of chasing her goals and dreams. Grab your notebook and pen, and get ready to learn a lot about SMART planning! SMART goals Specific Measurable Attainable Reasonable Time-boundSign up for our newsletter: www.the-powerproject.comGet Brandi's new book at www.thepowerprojectbook.comWant to be part of The Power Project Book Launch Team?   Join our Facebook group: https://www.facebook.com/groups/powerprojectcommunity

Pastor Mark Hinman and his co-host Lucas Lassinger discuss creating plans and seeking God's heart for your plans through the lens of Proverbs 16:9. --- Send in a voice message: https://anchor.fm/hillcrest-baptist-church/message

Never think that it’s somehow unspiritual to plan, or that it’s spiritual not to plan, like not planning is a way of trusting God. Follow Joseph’s example: trust God and plan.

We all have big dreams and good intentions when it comes toour financial plans. But setting a course and staying on track can be a challenge. On this episode of WealthBeing, we make it simple to progress toward your goals.  :30 –Travis and Derrick share their first financial goal-setting experience. 3:56 – Money Problem. Travis shares the story of clients who struggled to set and achieve financial goals, and advice that works when you find yourself lost in financial decision-making. Learn about:  three types of financial goals to serve short, medium, and long-term needs; goal-setting language that reinforces your intentions; four factors every successful financial goal has; prioritizing multiple financial goals; the financial goal-setting process; coping with unexpected financial changes; setting financial goals for retirement; financial goal planning tools; coordinating family financial goals. 22:20 – Weekly Financial Fix. Travis leaves you with a simple activity to further your financial goal-setting. Being in good financial health makes you feel at ease every day. You are free to pursue your goalsand prepared to manage your future needs. Could your pocketbook be in better shape?  If life has thrown you a financial curveball, or if you just want to be more in control of your money, tune-in to WealthBeing. Every week, we diagnose a spending, saving, borrowing, investing, or other financial problem to provide simple advice that can help you thrive. You'll hear about real-life financial challenges that our Island Savings hosts, guests and members have encountered. We'll share the time-tested financial solutions we recommend to members. And every week you'll receive a simple strategy that you can use right away to improve your financial health. Listen to WealthBeing live on Saturday mornings at 8:00 a.m. on CFAX 1070, or stream our episodes to your podcatcher. 

Episode 32: Smart Planning for Pharmacists by FADIC Podcast

The Free Money Guys discuss ways to leverage your money to provide for Long Term Care as well as some of the practices within the financial planning industry with which they don't agree. 

Research shows Utah's population expected to double over the next 50 years. Whether we like it or not, this growth is inevitable. How we handle this growth will have a direct impact on our future economic success and overall quality of life. That's why the Salt Lake Chamber is focusing our efforts in 2019 on smart growth and smart planning. Our 2019 Legislative Priorities will be centered on our state's business climate, workforce, housing affordability, environment, heath care and transportation, and how these issues are all interconnected and growth related. Joining us in this episode of Building Utah is is Theresa Foxley, President and CEO of EDCUtah and co-chair of the Utah Transportation Coalition, to talk a little bit about smart growth for our state's transportation infrastructure.

When should you start forecasting the equipment needed for your fleet? How can you include dealers in your strategic planning for the future? What to prepare for when renting equipment? Brad and the Caterpillar team, Jason Hurdis and Carey Nicholson, tackle all these questions in part two of How to Make Smart Planning Choices. Hear it from the best as they uncover everything you need to know about buying new, used, or renting equipment. Moderated by: Brad Humphrey, The Contractor's Best Friend, Pinnacle Development Group - Founder Brought to you by: Jason Hurdis, Caterpillar Inc, Global Market Professional – Quarry & Aggregates Industries Carey Nicholson, Caterpillar Inc, Market Professional – Rental & Used NEW EPISODES EVERY OTHER WEDNESDAY Follow on SoundCloud: @user-377253479 Subscribe on iTunes: itunes.apple.com/us/podcast/the-c…d1406479825?mt=2 Listen on Stitcher: www.stitcher.com/s?fid=205707&refid=stpr Leave a review: itunes.apple.com/us/podcast/the-c…d1406479825?mt=2 Tell us what you think of the podcast series, take our survey: www.surveymonkey.com/r/DSVVLX9

Looking to add to your equipment fleet? Brad Humphrey and Caterpillar experts, Jason Hurdis and Carey Nicholson, bring you the dirt on renting vs. buying equipment. The team explains key considerations when making equipment acquisition decisions, including project size and depreciation. Do you buy new, used, or rent your jobsite equipment? Listen to decide which choice is smart for your business. Moderated by: Brad Humphrey, The Contractor's Best Friend, Pinnacle Development Group - Founder Brought to you by: Jason Hurdis, Caterpillar Inc, Global Market Professional – Quarry & Aggregates Industries Carey Nicholson, Caterpillar Inc, Market Professional – Rental & Used NEW EPISODES EVERY OTHER WEDNESDAY Follow on SoundCloud: @user-377253479 Subscribe on iTunes: https://itunes.apple.com/us/podcast/the-contractors-best-friend/id1406479825?mt=2 Listen on Stitcher: www.stitcher.com/s?fid=205707&refid=stpr Leave a review: https://itunes.apple.com/us/podcast/the-contractors-best-friend/id1406479825?mt=2 Tell us what you think of the podcast series, take our survey: https://www.surveymonkey.com/r/DSVVLX9

It’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 from Nicole Wipp in this episode: POA’s For Entrepreneurs: The one thing you MUST do to protect your business What do you do if you have an unexpected medical crisis? Who will handle your business? How will your business survive? Less than 1% of entrepreneurs have the correct plan in place. Here’s EXACTLY what to do to make sure you have a smart plan in place for your business and your loved ones… Nicole shares her eye-opening, life-changing story that took place January 4th, 2015 at 11:16 A.M. Smart Planning 101: What every entrepreneur needs to prepare for so their business can be self-sustaining

In this episode of The Smart City Podcast, I interviewed David Klingberg who is the Director and Principal at Smart Planning and Design. David and I had a great chat about thinking holistically about delivering solutions and using technology to enable this delivery. We also discussed the Smart City funding that is currently on offer and more that needs to be done in this space to maximise the potential of the Smart City concept and expanding to our regions. I really enjoyed this strategic Smart City conversation.Find the full show notes: thesmartcitypodcast.com Connect with David on LinkedIn and email davidk@smartplanninganddesign.com​Connect with me via email: zoe@thesmartcitypodcast.com Connect via Twitter and Facebook @smartcitypod 

Welcome to today’s episode of Financial Fluency! I am so excited to have the amazing Nicole Wipp with me today. Nicole is a master of juggling multiple businesses. She owns the Family and Aging Law Center in Michigan, focusing on elder law and asset protection. She’s the host of the Smart Planning 101 podcast, the founder of Wipp Enterprises, focusing on business and personal development and does corporate consulting on the side!  In this episode, Nicole will share with us about the importance of preparing for the future, either for care for your ailing parents, or care for you children, should you be found with a disability or should they have a disability, like autism.  Nicole shares in depth about her illness, early in 2015, where she ended up in the hospital with a rare lung disease. It required her to be hospitalized for 30 days, receive over 50 medications, 4 surgeries, and her husband, 4 year old, and multiple businesses were left to make it on their own while she figured out exactly what was going on. Luckily her business was set up in such a way that it was able to function and go on without her for a full 90 days while she was in recovery. Her program Innate impact created out of this experience, to help entrepreneurs be prepared for temporary disability so their businesses can be self sustaining. Find out more about Nicole Wipp and her Innate Impact program here. Click here to Join the Financial Fluency Facebook Group to join in the discussion!

Nicole Wipp is an estate planning and elder law attorney based in Southeast Michigan, with a successful law practice that was built mostly on utilizing strategic marketing principles, instead of referrals. She is also the creator and host of the Smart Planning 101 podcast, a place for legal, financial and healthcare advice.

The LivableStreets Alliance recently hosted an event featuring ten speakers on various transportation and urban design topics. Episode 7a is our recap and analysis of the event. More info and the full list of speakers via LivableStreets. A few of the questions we considered in this show:What kind of transformative changes should be part of the GoBoston 2030 plan if it is to address the worsening housing and transportation crises? Are "complete streets" obsolete? Should we create single-mode streets? What are the economic implications of street design decision?Where and when can we introduce "gold standard" bus rapid transit (BRT) in Boston?How can we welcome new Youth Pass and University Pass users on a transit system already over capacity? What challenges and opportunities arise from having more students use public transportation?Can tech-focused private transit operators help to improve or supplement transit?Can aesthetics and recreation become key elements of urban design rather than an afterthought for the space "leftover" after movement is provided for?Frustrated by the slow speed of working within established planning processes? Why not build a DIY demonstration project to show people the benefits right away and build political support for more significant improvements. And how can we do it for transit? Read more about the podcast and send us your questions, comments and ideas for topics or guests >> contact us. Or share your thoughts on anything we discussed in the comments below. Find us at the Transit Matters station or on Twitter: Marc, Josh, Jeremy. Follow Jeremy for selected highlights and musings from this week's annual conference of the Transportation Research Board.The Transit Matters Podcast is your source for transportation news, analysis, interviews and more. We focus on sustainable transportation planning, operations and policies in Boston and beyond. Transit Matters is a joint project of local transit enthusiasts Marc Ebuña, Jeremy Mendelson and Josh Fairchild.Like this project? Share it around, tell your friends and colleagues, and subscribe to the RSS feed (iTunes) to be notified of new posts and episodes.

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 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, every financial professional (including financial planners and CPAs), and every estate planning attorney need to hear and understand this. I wrote a blog post on this topic (An Inherited IRA Is NOT Protected From Creditors in Bankruptcy!) the day after the decision was rendered. You can access the decision and learn more: click here.

For several years, there has been a divide among the courts nationwide as to whether or not IRAs that were inherited are protected from creditors or bankruptcy. As of June 12, 2014, we definitively know the answer – and it isn’t an answer most of you will like. The answer, according to the U.S. Supreme Court in Clark v. Rameker is…NO, an inherited IRA is NOT protected from creditors in bankruptcy. If you own an IRA, 401k, 403b, tax-deferred annuity or other qualified asset, 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. In this episode, Dave Zumpano of Lawyers With Purpose returns to discuss protection of this all-important asset. Every person that has this type of asset, ever financial professional (including financial planners and CPAs), and every estate planning attorney needs to hear and understand this. Read show notes: www.SmartPlanning101.com/25

In 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/11

In this short episode, family estate planning and elder law attorney discusses how wills tend to have very little relevance for many people these days. Read the show notes: www.SmartPlanning101.com/14 Listen to the entire episode related to facts about wills you don't know: www.SmartPlanning101.com/11

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 YOU WILL LEARN IN THIS EPISODE: Nicole Wipp, Family Estate Planning & Elder Law Attorney, Host of Smart Planning 101 Podcast Why a will is your ticket into probate court How wills create a perfect situation for predators that may be interested in what you're leaving behind (no privacy for your loved ones!) Why what your will says is often not what actually happens How wills are of limited use – and don't do anything for you during life How the ultimate cost of a will is much higher than you probably realize ***REMEMBER, THE INFO IN THIS PODCAST AND THIS WEBSITE IS NOT LEGAL ADVICE! GENERAL INFORMATION!*** Are you a Michigan resident that needs estate planning or elder law help? Contact Nicole's law office, click here Need help in another state? You can contact Nicole's office as well! Just let us know!

Leadership 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/2

Certified 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/5

Certified 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/5

Leadership 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, and read our show notes: www.SmartPlanning101.com/2

What 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!

What 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!

Nicole 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.

Nicole 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.