Strategic Planning 公開
[search 0]
もっと

Download the App!

show episodes
 
The Strategic Growth Concepts for Small Business show provides discussion, tips, and expert advice from SGC associates, as well as many outside experts, on ways to grow your business. Strategic Growth Concepts provides Consulting and Training in the areas of Marketing, Operations, HR and Strategic Planning for Start-up, Small & Mid-sized Businesses. SGC's network of highly-experienced business growth professionals are ready to help you grow your business and position it for on-going success ...
 
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 lega ...
 
Loading …
show series
 
When it comes to rare disease and chronic illness, early diagnosis is important for many reasons - but even more so when a person has a condition known as pulmonary hypertension (PH). Why? If left untreated, death is almost certain - and the average length of survival without treatment is three years.http://www.SmartPlanning101.com/28**Doctors are …
 
No one expects bad things to happen to them, or those they love. But real life tells us that bad things happen to good people, every day. This episode is all about planning for an unexpected health crisis, illness, or accident - NO MATTER WHAT YOUR AGE!In this episode, Nicole discusses the two absolutely essential legal documents every person 18 ye…
 
In this episode, expert guest Kevin Weedmark discusses how to think strategically about your home and the financial situation around your home, particularly as it relates to refinancing in today's market.Kevin has been in the real estate and mortgage industry for 18 years. He prides himself on thinking "outside the box" when it comes to helping cli…
 
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 I…
 
When it comes to revocable living trusts, people often don't know the options that they may be able to include to protect loved ones. When given these options, however, many people definitely want them! Know the different types of options you can have to help those you love and help ensure your money goes to who you want, when you want, in the way …
 
How do revocable living trusts work? In this episode, host Nicole Wipp discusses what a "RLT" is and the importance of "funding your trust" - a commonly missed step.You will learn:-What the primary purposes of revocable living trusts are-What a revocable living trust does NOT do for you-Common misunderstandings as to how this trust works-What trust…
 
Conventional wisdom related to financial and retirement planning can lead to poor -or even devastating- financial results. What does this mean? What are you being told that is leading you down the wrong path? How can we start to think about our financial future in a way that leads to the best results? Guest Kim Butler, the founder of Partners for P…
 
Irrevocable trusts, traditionally, are estate tax planning devices. Very few Americans in 2014 need estate tax planning, however - less than 2%. Why, then, would you want an irrevocable trust?This series, including part 1 at www.SmartPlanning101.com/20, focuses on a new type of irrevocable trust known as the irrevocable pure grantor trust. In this …
 
...How Using An IPug (TM) Trust Is Like Putting Your Money in A SafeWhat is an Irrevocable Pure Grantor Trust, and why would you want one?In Part 1 of this 2-part series, national asset protection & elder law specialist/CPA/Attorney David J. Zumpano, co-Founder of Lawyers With Purpose LLC, explains the history of trusts, how they work, and why they…
 
Part Five of the 5 Things Adult Children of Aging Parents Need to Know Now -- The Pre-Planning Options That Your Aging Parent Needed Yesterday–This topic somewhat revisits the concept that “basic estate planning isn’t enough” but also addresses the specific types of advanced planning that can make a difference in protecting assets and the ones you …
 
Part Four of the 5 Things Adult Children of Aging Parents Need to Know Now (Episode 18): The Legal Responsibilities An Adult Child May Be Asked To Take On For An Aging Parent (Understand What You Are Getting Into!)–In this episode, Audrey Ehrhardt of ElderCounsel and I talk about the different types of scenarios that make legal decision making nece…
 
What is long term care? How do we plan for our parents' needs as they age - what are our options? In this episode, Audrey Ehrhardt from ElderCounsel and I discuss the many different types of long term care and how to access them. Point being, it is MUCH better to know in advance - be prepared - and not try to figure it out when your loved one has a…
 
In this episode, Audrey Ehrhardt from ElderCounsel and I discuss the fact that people THINK they’ve “gotten it all taken care of” – but we explore the reasons why this is a dangerous assumption, and some of the things you should do about it.-A Will Isn't Enough (And Neither is A Revocable Living Trust)-Your Financial Power of Attorney Needs ReviewR…
 
In this five part series, Nicole and Audrey Ehrhardt, the Office Management Director of the national elder law organization ElderCounsel, discuss the FIVE THINGS adult children of aging parents need to know...now.Planning for the future is essential, especially today with longevity increasing, modern medicine playing a significant role in our livin…
 
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/14Listen to the entire episode related to facts about wills you don't know: www.SmartPlanning101.com/11Estate Planning, Financial Planning, Business Planning, Retirement Planning - with Nicole Wipp による
 
In this short episode, nationally recognized pet planning expert Peggy Hoyt shares the "one thing" she wishes EVERY pet owner would do when it comes to planning for their pets. Pet trust, pet legacy planning.Read show notes: www.SmartPlanning101.com/13Listen to the full interview: www.SmartPlanning101.com/10…
 
The continuation of executive leadership coach Steve Frank's family story of his mother's Alzheimer's diagnosis and treatment.What you will learn in this episode:-Steve continues the story of the emergency move of his mother out of the house to an Alzheimer’s memory care facility;-How many Alzheimer’s patients are healthy in body and what the effec…
 
Even though wills are one of the, if not the, most familiar legal document there is, 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 …
 
Even though for many, pets are as dear as children, the laws definitely don't see it that way. Unless you plan, your pet is no more important, legally, than a piece of furniture.That being said, Americans seriously love their pets!According to the American Pet Products Manufacturers Association, 63% of American households have pets. A survey conduc…
 
In this continuation of my discussion with nationally recognized expert on VA Improved Pension, Jim Swain, we continue to discuss the dangers of recommendations and the use of financial products such as annuities for VA Improved Pension (and estate) planning, as well as when you should see an attorney to discuss this benefit, how your financial pow…
 
Learn more about how we can help our elderly Veterans, or their spouses, widows and widowers, that are in need of long term or at home care with a little known, but extremely valuable benefit: the Veteran’s Improved Pension (which is commonly known as “Aid & Attendance”). Jim Swain, a nationally recognized expert on VA Improved Pension planning, di…
 
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.SmartPlanning1…
 
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: ww…
 
Bill Black from ExitCoachRadio.com shares the "10 Common Threads of Business Exit Planning" with Nicole; how and why exit planning for business owners is crucial (especially business owners over the age of 50) and how you can maximize your exit by ensuring a smooth, hassle-free, and most importantly LUCRATIVE exit strategy!…
 
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!Estate Planning, Financial Planning, Business Planning, Retirement Planning - with Nicole Wipp による
 
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.Estate Planning, Financial Planning, Business Planning, Retirement Planning - with Nicole Wipp による
 
Steve Frank, an executive leadership coach and CEO of Evolution 360, discusses his family's journey after his mother was diagnosed with Alzheimer's. In this interview, he tells us about the challenges the family faced, which -over and above caring for mom - including managing legal and financial issues, helping his father cope with the emotional to…
 
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 p…
 
Trade shows - you know what they are, a major element in business development and networking. Whether they be community events sponsored by the local chamber of commerce, or national events sponsored by an national professional/trade association; any business attempting to gain new customers is going to participate in some way. Some companies feel …
 
You've heard the talk about them: Twitter, FaceBook, LinkedIN, MySpace, blogs and many other social media opportunities. Or maybe you've even participated yourself on a personal level. But have you thought about the benefit that these incredible tools can bring to you as a franchisor - and to your franchisees? Listen in as Franchising Expert, Paul …
 
Does your company need investment capital to expand? Are you currently searching for investors? How do you know you're ready? What will it take to qualify. How do you find potential investors? Our panel of experts will walk you thru the process from A to Z to help you determine if outside investors are an option for your company. Our expert panel i…
 
In today's Web 2.0 marketplace small business owners are learning to take advantage of every new technology tool they can find to grow their business. One of the least understood tools is Video Marketing. In this episode, our panel of experts will explain how you can utilize Video marketing to grow your business, and how you can achieve this extrem…
 
Advertising on cell phones - is it really possible? And can it be done in such a way to benefit your business? How does it work? And will customers really react positively to it? Explore the latest method of targeting your best customers right when they're ready to buy, and learn how your business can benefit. Our panel of experts will tell you how…
 
What exactly is Public Relations and how can it be used to grow your business? Can you do it yourself or do you need to hire a firm to do it for you? Learn the tips and tricks to using PR to grow your business. Our expert panel includes: Gail Kent, Managing Director at The Buzz Factory; Jennifer Fortney, President at Cascade Communications and Publ…
 
So you're starting a new business and you can't wait to get started - but have you covered yourself legally? Do you know the differences between a corporation, a partnership, or a sole proprietorship? Which one gives you the best advantages? Which one will best protect you and the business down the road? Which one can save you from over-paying your…
 
Are you new to the idea of social media? Does the thought of putting your name, your personal information, and your company information out in cyberspace make your heart start to beat faster and your brain to shut down? If so, this episode of Strategic Growth Concepts for Small Business is the one for you. In this episode we'll explore the topic of…
 
For those that are intersted in owning their own business, but not necessarily ready to do it on their own, Franchising is an excellent alternative. In this episode our panel of franchising experts will explore the concept of franchising, how it works, who should participate, and how to be successful at it. Join us to see if franchising is right fo…
 
Loading …

クイックリファレンスガイド

Google login Twitter login Classic login