Smart Planning 101 with Nicole Wipp

003 Bert Martinez from Money for Lunch Interviews Nicole Wipp


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I get quizzed by Bert Martinez … can I handle the pressure ;)?

The tables are turned – I get interviewed by popular blog and radio show host Bert Martinez of Money for Lunch. Bert asks me some great questions (and I hope gets some great answers!). Here’s what’s in this episode:

  • We discuss why people don’t like to discuss death and health care crisis issues, and yet why we have to (financial and personal disaster, most importantly!)
  • Bert asks me what the difference is between elder law and estate planning
  • He asks me about the value of a will
  • We discuss the “right age” to start talking about these things
  • He asks me why planning for long term care is important
  • We discuss the cost of long term care and the repercussions of failing to plan for it (I think he was surprised)
  • Bert realizes his own estate plan is completely out-of-date!
  • Bert is about to release his new book, Created to Succeed.  Check it out!

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

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