Ranked #1
040 Financial Security - Preparing to Pay for Long Term Care
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... Read more
12 Jan 2022
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42mins
Ranked #2
039 The Crucial Case For Monitoring The Finances Of Elderly Loved Ones
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 ... Read more
17 Nov 2021
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30mins
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038 Crucial Conversations About Death with Dr. Kim Fisher
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 ... Read more
3 Nov 2021
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037 Taxes In Retirement: Are You Really Planning On Being Poorer?
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 r... Read more
20 Oct 2021
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036 Your Money Talks: Socially Responsible Investing
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, ... Read more
6 Oct 2021
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035 - The Great Grandparent Scam
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 c... Read more
22 Sep 2021
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034 The Truth About Your Health And Your Privacy
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 “hea... Read more
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033 Have Young Children? 4 Important Estate Planning Considerations
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 ... Read more
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032 Gift Tax: Why Giving Away $15,000 Is a Trap For the Unwary
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 gover... Read more
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029 Re-Introducing The Smart Planning 101 Podcast
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 ... Read more
18 Aug 2021
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3mins
