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Episode 61 - The Metasode

If our calculations are correct, this is episode 61, which puts us one episode away from being able to claim Social Security early.  Of course, we know not to claim Social Security until episode 70, but surely you'll agree we're at an important milestone nonetheless.

The big announcement in this episode is our newly revamped www.zebrasmash.com website.  At last, we've combined all of our various websites into one.  Find episodes there along with CFP CE credit quizzes.  And maybe leave a tip in the tip jar too.

Episode 60 - From Intern to VP & Philanthropy as a Niche - Jessica Hovis Smith

We continue living vicariously through friends who make the Investment News 40 Under 40 list by interviewing Jessica Hovis Smith of Longview Financial Advisors. 

Jessica was part of the 2018 class, and in this episode she shares with us her career path of starting as an intern to now being in line to assume the presidency of her firm, the work she and the firm founder did using a business coach, and how her firm developed it's niche in helping clients achieve their philanthropic goals. 

Links to things we mention in the episode:

Episode 59 - Special Needs Planning Part 2 - Melissa Donovan [CFP CE Credit Eligible]

We originally planned to talk with Melissa Donovan for about an hour, but it became evident pretty quickly that we would need way more time than that. This episode is the second half of our conversation with her.

While we spent a good amount of time on Medicaid and special needs trusts in the first part, we cover a lot of good stuff on ABLE accounts in this episode, along with other options like pooled trusts. Melissa knows her stuff. We didn't come close to stumping her on any of our questions.

Episode 58 - Special Needs Planning Part 1 - Melissa Donovan [CFP CE Credit Eligible]

It might be a client, it might be a friend, or it might even be you. But someone you know has a special needs child, and their family is faced with some unique planning challenges as a result.

Our guest today, Melissa Donovan, an attorney at the Wiewel Law Firm in Austin Texas, takes us through the topic in amazing detail. She knows her stuff. In fact, there was so much to cover that we quickly realized that this would need to be a 2 Part series.

This episode is eligible for CFP CE credit, to receive credit, you will need to take a 10 question quiz at www.cheetahsmash.com.

Episode 57 - Your Digital Estate with Shirley Diefenbach

Does your estate plan handle your digital assets? Unless you've had your documents drawn up by a forward-thinking attorney in the last few years, the answer is probably no.

Your online assets are more than just your mobile banking accounts. We're talking email, social media, blogs, podcasts, frequent flyer miles...It's a complicated area, and it's only getting more complicated as more and more of our lives move online. Pictures of your kids? Your Facebook profile? That Pokemon Go collection you've built over the past 2 years?

Who is supposed to clean all that up if you're dead or incapacitated? And how in the world are they supposed to do it when faced with threats about Terms of Service and privacy concerns? You need a plan.

We spoke with attorney Shirley Diefenbach, who has built up a specialty in this area. She took us through both the legal and practical considerations of preparing your digital estate.