003 Bert Martinez from Money for Lunch Interviews Nicole Wipp


Manage episode 154998915 series 1142608
Player FM과 저희 커뮤니티의 Smart Planning 101, Estate Planning, Financial Planning, Business Planning, and Retirement Planning - with Nicole Wipp 콘텐츠는 모두 원 저작자에게 속하며 Player FM이 아닌 작가가 저작권을 갖습니다. 오디오는 해당 서버에서 직접 스트리밍 됩니다. 구독 버튼을 눌러 Player FM에서 업데이트 현황을 확인하세요. 혹은 다른 팟캐스트 앱에서 URL을 불러오세요.
In this episode, host Bert Martinez from Money for Lunch podcast (and soon to be published author of the book "Created to Succeed") interviews Nicole Wipp. In this interview, he asks Nicole several great questions, like - what is the difference between estate planning and elder law? At what age should people be thinking about this? How can people protect their assets? Why should we (or our parents) be planning for long term care - what are the financial effects? Nicole and Bert also discuss the problem with avoiding thinking about these things (things we don't like to think about) - the lack of planning and what it can do for our loved ones. Finally, Bert realizes that it is time for him to update his own plan!

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