Truth in Planning
151 episodes — Page 1 of 4
Roth IRA/Nursing Home Facts and Fiction (June 13, 2026)
Advice from the Right Source/Establishing Retirement Cash Flow (June 6, 2026)
Don't Panic!/Is Probate a Big Deal (May 30, 2026)
Estate Planning to Avoid Taxation/Retirement Needs for Men vs. Women (May 23, 2026)
Working Insurance Costs Into Your Retirement Plan/Questions to Ask Your Elder Law and Estate Planning Attorney (May 16, 2026)
The Time is Now/Living Older, Investing Wiser (May 9, 2026)
Your Financial Fortress/Importance of Title (May 2, 2026)
Avoiding Probate/Ensuring Tax-Free Retirement Income (April 25, 2026)
Avoiding Disappointment with your Retirement Paycheck/Basics of Estate Planning (April 18, 2026)
What Can You Do, and What DID You Do?/What's Going On With Your Retirement (April 11, 2026)
Taking a Chance/Is Your Retirement Porridge Just Right? (April 4, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
When Elder Law and Estate Planning Meet/Not All Retirement Dollars Are Created Equal (March 28, 2026)
Hosted by elder law attorney Kevin Tharpe and financial advisor Gary Anderson.
The Right Tools for the Right Job/Will vs. Trust (March 21, 2026)
Hosted by elder law attorney Kevin Tharpe and financial advisor Gary Anderson.
Will Your 401K Fund Your Retirement?/Consequences That Follow Advice You Follow (March 14, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Keeping Emotion Out of Your Retirement Planning (March 7, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Taxes, Trusts and IRAs/Do You NEED a Financial Planner? (February 28, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Is Your Loved One Headed to a Nursing Home?/Retirement is a System, Not a Number (February 21, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Do You Own Your Retirement?/How Much Does a Will Cost? (February 14, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
A Plan for the Unthinkable/Where Should Your Money Be? (February 7, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
What if Every Day Was Saturday?/Some Things Never Change (January 31, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Great Big Beautiful Law Regarding Estate Planning/Are You Ready to Grow Old? (January 24, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Kevin the Grinch on Gifting/Minimizing Stress While Planning Retirement (January 17, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
John Grisham Has Wills All Wrong; Your Retirement Two-Legged Stool (January 10, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
What Does an Elder Law Attorney Do?/What Isn't Your Financial Advisor Telling You? (December 6, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson
Giving Thanks/Retirement Plans and Market Volatility (September 29, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
The Pitfalls of Joint Ownership/Piloting Through Market Volatility (November 22, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Four-Legged Beneficiaries/Planning Wiser When Living Longer (November 15, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Turning a Nest Egg Into Retirement Income/An Estate Plan is an Expression of Love (November 8, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
The Perfect Person for the Perfect Job/Outliving Your Money (November 1, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Adjusting Your 401-K/Special Needs: Conservatorship vs. Guardianship (October 25, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Finding the Right Financial Planner/3 Things You'll Need if You Need a Nursing Home (October 18, 2025)
Hosts: Elder law and estate planner Kevin Tharpe and financial advisor Gary Anderson
Special Needs Month Continues/Preserving Your 401K (October 11, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Choices (October 4, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Planning for Post-Retirement Income/Influence of Grandparents on Estate Planning (September 27, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Diagnosis is Not Your Destiny/Retirement Planning for Women (September 20, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Fluctuating Spending in Retirement/Who's in Charge of Your Estate Plan? (September 13, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Is There a Nursing Home in Your Future?/Thriving, Not Just Surviving, in Retirement (September 6, 2025)
Hosts: Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
The Rollercoaster of Retirement/Best Beneficiary for Your Estate (August 30, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Elder Law Planning for the Average Guy/Avoiding Retirement Blunders (August 23, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
The Big, Beautiful Law (August 16, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Things That Matter/Making Your 401-K Last Longer (August 9, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Phases of Retirement Planning/Misunderstandings Heard from Kevin's Clients (August 2, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson
Seasons of Retirement Planning/How Kevin and Gary Work Together (July 26, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Guaranteeing Access/Navigating Market Tides (July 19, 2025)
Hosts: Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
A Primer on Probate/How Much Can You Afford to Lose? (July 12, 2024)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Longevity/Trust in Blended Families (July 5, 2025)
Hosted by elder law attorney Kevin Tharpe and financial planner Gary Anderson.
Rebalancing your Investment Portfolio/Are You Already Protected? (June 28, 2025)
Hosts: Elder law and estate planning attorney Kevin Tharpe, financial planner Gary Anderson
Is Your IRA or 401K Protected?/Avoiding Emotional Investing (June 21, 2025)
Hosted by elder law attorney Kevin Tharpe and financial planner Gary Anderson.
Different Money Muscles/Taxes and Estate Planning (May 24, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Type of Trust Does Not Always Guarantee Protection/How Widows Can Get Back on Track (May 10, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.