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Smart Planning 101 with Nicole Wipp

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Smart Planning 101 with Nicole Wipp

Attorney, Entrepreneur, and Founder of Smart Planning 101, Nicole Wipp

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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 better estate, financial, health, and business planning choices through knowledge, tools, and specific tactics that ensure a more secure future. Death planning, life planning, long-term care planning, business planning, financial. Learn about helping loved ones or aging parents leg ...
 
This is the audio incarnation of Ken Burrell's Pragmatic PMO video channel, perfect for listening on your commute. To start with, this will be the home to soundtracks from an existing video series (so please don't be surprised by the use of the word "video" on an audio-only podcast!). In due course and if people want it, it may also include podcast-specific content.
 
For members of The Church of Jesus Christ of Latter-day Saints or those interested in a Latter-day Saint perspective of the gospel of Jesus Christ. The goal in each episode is to identify how Christ sets us free as we live different parts of His gospel. Due to storage limitations making it necessary to delete early episodes as I publish more, the first 20 episodes can be found on https://www.thatwhichperishethnot.com/archived-episodes as they are taken off of podomatic to make room for more. ...
 
The Cite Black Women podcast is a bi-weekly program with a simple message: Cite Black Women. We have been producing knowledge since we blessed this earth. We theorize, we innovate, we revolutionize the world. We do not need mediators. We do not need interpreters. It's time to disrupt the canon. It's time to upturn the erasures of history. It's time to give credit where credit is due. This bi-weekly podcast features reflections and conversations about the politics and praxis of acknowledging ...
 
I'm Todd Andrew Barnett, the host of Liberty Cap Talk Live with Todd Andrew Barnett & James Landrith, Jr., and so is my wonderful friend and co-host James Landrith, Jr. I'm from Michigan, and he's from Virginia as well. This is the official page of LCTL. We both host a political talk show (a free marketeer talk radio show) for pro-liberty advocates, free marketers, anarcho-capitalists, etc. who want to hear the message of liberty. It's also for those who have never been exposed to the messag ...
 
The World Is Listening To DAVE RABBIT Are You? ”Dave Rabbit”, the “Godfather Of Pirate Radio”, welcomes you to "The Rabbit Zone". So Fasten Your Seat Belts, bring your seats and tray tables to their Fully Upright Position, then bend over and Kiss Your Ass Goodbye, because the “Dave Rabbit” & “Radio First Termer” Pirate Radio Experience is an Extremely Dangerous & Bumpy Ride! Everything Here Is FREE To Enjoy & Share! DAVE RABBIT LOVES JESSICA RABBIT Military EntertainmentNetwork In 2006, Dave ...
 
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show series
 
In this episode, Paul Lomax gives us an example of the dangers in taking instructions and information at face value, and encourages us to communicate well and frequently to keep everyone on the same page. This interview is part of Pragmatic PMO’s “Scary Scars Shared” series, in which Ken BurrelI asks Real Project Managers to share in around ten min…
 
In this episode, Nick Hopkins tells us about the difficulties of running projects in organisations that believe their people are empowered, but in reality decisions are funnelled trough a small group of people. He also tells us about running projects the deliver changes the stakeholders don't want, and how to work around resistant stakeholders. Thi…
 
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 early-stage Alzheimer's people are up to 27% more likely than cognitively healthy people to experience a large decline in their liquid …
 
Life Coach and USU graduate Nicole Shepard gives several great insights into perfect via little steps and being satisfied with every little bit of growth and progress we achieve as we incorporate the light of Christ into the process. Links: Book of Mormon Central's Come Follow Me https://bookofmormoncentral.org/come-follow-me/doctrine-and-covenants…
 
A professional genealogist, our sister Adele, joins us in this episode to discuss ways in which testimonies of Christ help us in our path to Godly freedom, drawing on multiple examples from our own experiences as well as those of Christ's special witnesses, the apostles and prophets. Email germangenealogy@gmail.com to inquire about Adele's genealog…
 
In this episode, Kim Fitzpatrick recommends us to clearly articulate the purpose of our projects, especially when the benefits are not obvious. She also suggests we should understand the skills of the people we work with to get the best from them. This interview is part of Pragmatic PMO’s “Scary Scars Shared” series, in which Ken BurrelI asks Real …
 
In this episode, Adam Al-Shemmeri talks about how incremental delivery can increase flexibility - even in construction! He also talks about running projects when the sponsor's freedom to make decisions is limited - and how he worked around it. This interview is part of Pragmatic PMO’s “Scary Scars Shared” series, in which Ken BurrelI asks Real Proj…
 
In this episode, Mark Ferguson talks to us about the importance of understanding the business case for your project and understanding how it fits into the organisational governance context. He also warns us against underestimating the importance of stakeholder engagement, and taking what you are told at face value. This interview is also available …
 
In this episode, Nicole Reilly warns us what can happen if you make the wrong assumptions and don't use operational subject matter experts. She also tells us about how good and consistent communication to stakeholders helps to manage their expectations and increase adoption. This interview is part of Pragmatic PMO’s “Scary Scars Shared” series, in …
 
In this interview, Martin Dowsett tells us how he uses checklists to make sure small but important things don't get forgotten. He also tells us how he brought a project that was over budget back on track, and how he created and used a set of guiding principles to keep it there. This interview is part of Pragmatic PMO’s “Scary Scars Shared” series, …
 
In this interview, Jack Saward tells us what happens when we take passed-on information at face value, and recommends that instead we go direct to the information source wherever possible. This interview is also available as a video at http://bit.ly/ScaryScars This is one of Pragmatic PMO's interview series "Scary Scars Shared". In these interviews…
 
In this episode, Real Project Manager Shreekant Patel tells us about how he creates and uses templates for repeatable tasks, and gets to know his stakeholders. He also tells us about his challenges with IT application testing, and how investing intelligently in infrastructure and test data can help. This interview is part of Pragmatic PMO’s “Scary …
 
In this episode, Ken Burrell of Pragmatic PMO introduces the “Scary Scars Shared” (formerly "Successes and Scars Shared") interview series, in which he asks Real Project Managers to share in around ten minutes the lessons they have learned from managing projects, so that the whole project management community can learn from their experiences. You c…
 
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 topics? While we're healthy, it's really easy to ignore these issues. It is much harder to talk about them and even more difficult when s…
 
In this episode, Bekka Prideaux talks about how she handled a stakeholder who didn't do what he said he would. She reminds us to make effective use of the people and the tools available to us to deliver the project. This interview is also available as a video at http://bit.ly/ScaryScars This is one of Pragmatic PMO's interview series "Scary Scars S…
 
In this interview, Susie Palmer-Trew relates the consequences of making assumptions, and reminds us to encourage people to challenge and test the assumptions we make - especially the small ones. This interview is also available as a video This is one of Pragmatic PMO's interview series "Scary Scars Shared", in which Ken Burrell talks to Real Projec…
 
In this interview, Juliet Doswell reminds us to manage our stakeholders' expectations (estimates are subject to change), and reminds us that the advice of experts is ultimately one person's opinion. This interview is part of Pragmatic PMO’s “Scary Scars Shared” series, in which Ken BurrelI asks Real Project Managers to share in around ten minutes t…
 
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 income taxes and retirement tax myths. Also, why many individuals do not account for future potential taxes when making financial de…
 
If you ever worry about stage fright or public speaking or overcoming any weakness for that matter, Todd talks, in this episode, about his journey overcoming being painfully shy to the point that he produced and hosted his own T.V. show, The Story Trek in BYUTV, 12 seasons of it, to be exact! You'll love Todd's candor and testimony of how the Lord …
 
Essie Hopkins is, most simply put, a wonderful ball of joyful energy and endless optimism. She lights up every room she walks into. This is both despite and because of experiences she shares in this episode about a few scriptures that show the value of drawing from the wells of salvation, including the deepest and most wonderful well of light, our …
 
Sorry It's been so long. Work schedules and such have made getting this out difficult to do. In Season III we'll be basing our theme on freedom in the scriptures. Each guest will be talking about specific scriptures that have helped them gain personal freedom in their lives. In this episode listeners will get to hear a more focused background on Co…
 
In this interview, Jill Plunga warns against the perils of forgetting what the role of the project manager truly is, and reminds how important it is to make full use of subject matter experts. This interview is part of Pragmatic PMO’s “Scary Scars Shared” series, in which Ken BurrelI asks Real Project Managers to share in around ten minutes the les…
 
In this interview, Elsie Rogers tells us how a simple communication oversight nearly turned into a cost overrun, and reminds us of the importance of informal corridor conversations. This interview is part of Pragmatic PMO’s “Scary Scars Shared” series, in which Ken BurrelI asks Real Project Managers to share in around ten minutes the lessons they h…
 
In this interview, Evelyn Webber talks about how she handled an office move that went wrong. She reminds us of the importance of contingency planning, developing and maintaining a network of contacts, and having the tenacity to find and deliver a solution. This interview is part of Pragmatic PMO’s “Scary Scars Shared” series, in which Ken BurrelI a…
 
In this interview, police officer Martin Robbie describes what it is like to manage a real emergency situation, and what he learned from doing it. He reminds us to prioritise and balance the needs of disparate stakeholders, and to use the right amount of communication to keep people informed but on task. This interview is also available as a video …
 
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 why this has to be a family conversation, right now. Today’s episode is about “The Grandparent Scam”. Also, how to start important con…
 
In this interview, David Evans recommends us to understands the needs of project stakeholders, and be prepared to adapt our project approach to suit those needs. This interview is part of Pragmatic PMO’s “Scary Scars Shared” series, in which Ken BurrelI asks Real Project Managers to share in around ten minutes the lessons they have learned from man…
 
In this interview, Ben Archer reminds us not to over-promise, and to minimise cost and complexity by minimising the number of project phases. This interview is part of Pragmatic PMO’s “Scary Scars Shared” series, in which Ken BurrelI asks Real Project Managers to share in around ten minutes the lessons they have learned from managing projects, so t…
 
In this interview, Louise Worsley tells us of her experience with powerful negative stakeholders, and advises us on how to use them to help improve the quality of both risk management and the solution. She also reminds us to make sure what you're doing against remains aligned with the business case. This interview is part of Pragmatic PMO’s “Scary …
 
In this episode, John McIntyre warns us to be careful when using averages to work out project durations (and explains how they are more useful at project level than task level). He also advises us to consider segmenting stakeholders using whatever criteria are useful to the project in hand, and reminds us that using averages to calculate durations …
 
In this interview, Eileen Roden warns project managers against planning in isolation and trying to provide all the technical answers; instead planning should be a collaborative process, and use the knowledge of the team. She also talks about the value of understanding where your project fits into the business strategy so that you can optimise what …
 
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 law says about our healthcare and privacy. In this episode: What “healthcare privacy” really means what are the limits for us as ind…
 
In this interview, Zoe O'Toole tells us how she went into a hostile, change-fatigued environment with no project portfolio overview and implemented project and portfolio reporting. She shares how she gained trust and improved communication, and reminds us to listen and understand before making recommendations for change. This interview is also avai…
 
In this interview, Richard Humphrey tells us how what he thought was a sensible and pragmatic suggestion was summarily dismissed. He reminds us to pay attention to stakeholders' environment, and reminds us that incremental change is often better received and longer lasting than step change. This interview is part of Pragmatic PMO’s “Scary Scars Sha…
 
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 y…
 
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 shouldn't surprise anyone, but when it comes to giving away money and other things to your kid, your family, or anyone you want. There real…
 
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 course not legal advice. This is just general information and you really should get with a qualified estate planning or elder law atto…
 
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 m…
 
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 environment that makes this possible. Right now we are at a unique point in history where there is legislation that can actually help cou…
 
En el S2E14 del podcast Cite Black Women (Cita Mujeres Negrxs), Yineth Balanta Mina, Yannia Sofia Garzon Valencia y Alysia Mann Carey, se encuentran para conversar un poco sobre su vida y su activismo en torno al "Cuidado de la Vida" y las experiencias de re-existencia como mujeres negrxs.By Christen Smith
 
En esta entrevista Yoalli Rodríguez, habla con Rosa María Castro lideresa y activista Afro-mexicana y con Itza Amanda Varela Huerta, profesora-investigadora del Colegio de México. Se hablan de temas sobre racismo en México, luchas de las mujeres negras en México, así como de su trabajo comunitario e intelectual. Además se habla sobre la demanda de …
 
This episode of Cite Black Women podcast features a candid dialogue about Black Women’s knowledge production and the politics of citation. On Friday, February 26th, 2021, scholars convened virtually at UC Berkeley. The lineup included CBW collective members Dr. Whitney N. L. Pirtle, Associate Professor of Sociology at UC Merced and Imani A. Wadud, …
 
In this episode, Cite Black Women podcast host, Christen A. Smith sits down with Koritha Mitchell a literary historian, cultural critic, and associate professor of English at Ohio State University. to discuss book. From Slave Cabins to the White House: Homemade Citizenship in African American Culture (August 2020, University of Illinois Press). In …
 
In Hark The Herald Angels Sing, there is so much goodness in a short two verses and in this one we invite you all to consider the healing and renewal found through Jesus Christ. Email thepulsiphyer@gmail.com with any questions. Please click that "follow" link on paulpulsipher.podomatic.com if you like what you heard here. Written reviews are also h…
 
Oh Come, Let Us Adore Him is repeated 12 times in the Hymn "Oh Come All Ye Faithful". We talk about why that is as well as why and how to find ways to adore Him yourself this 2020 Christmas and how to help others adore Him. Here is John Bytheway's video we mentioned: https://www.youtube.com/watch?v=tj-GDFrkL8Q and the song Peace in the Storm from l…
 
In this first of four Christmas music episodes to end off Season II, Collette and I sing Far, Far Away on Judea's Plains and explore the lyrics and how they relate to those who experienced parts of Christ's birth and childhood first hand. Scriptures referenced: Luke 1:26-38; 2:8-20; Matt 1:18-25; 2:1-2,11-12; 1 Nephi 11:13-23; Helaman 13-14,16; 3 N…
 
Paul has quite a unique and comprehensive experience dealing with different types of grief and finding solace and peace from and even within those times. In this episode he gives some wonderful ideas as to how we can all go about finding that as well as giving it. Find the collaboration between Paul and JD Netto, The Broken Miracle, book and CD for…
 
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