
Truth in Planning
146 episodes — Page 2 of 3
Who Are Kevin's Clients/Retirement Plans for Women (April 5, 2025)
Hosted by elder law attorney Kevin Tharpe and financial planner Gary Anderson.
Why Do You Need an Attorney?/Financial Planning for Ladies (March 29, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Your Retirement and Long-Term Care/What Does an Elder Law Attorney Do? (March 22, 2025)
Hosts: Elder law and estate-planning attorney Kevin Tharpe, financial planner Gary Anderson.
Rebalancing Your Portfolio/Elder Law Nuggets (March 15, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Gifting/Top Retirement Planning Blunders (March 8, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
When to Take Social Security/Cost of Estate Planning ... and Not (March 1, 2025)
Hosted by elder law and estate planner Kevin Tharpe and financial planner Gary Anderson.
The Cost of Estate Planning/401Ks and Pension Plans (February 25, 2025)
Hosts: Kevin Tharpe, elder law & estate planning attorney, Gary Anderson, financial planner.
Your Will is Not Enough/How to Build Capital in Your Retirement Portfolio (February 15, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
What the National Debt Means to You (February 8, 2024)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
What to Do When Something Happens/Inherited 401Ks (January 18, 2025)
Hosts: Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson
All About Elder Care/Inherited 401Ks (January 11, 2025)
Hosts: Elder law and estate planner Kevin Tharpe and financial planner Gary Anderson.
Who is Advising You?/New Years Resolutions (January 4, 2025)
Hosts: Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Estate Plan Wishes/More on IRAs and 401Ks (December 28, 2024)
Hosts: Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Why Would They Tell Me That?/Required Distributions Explained (December 21, 2024)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
How Much of Your Portfolio is Tax-Free?/The Steps to a Complete Estate Plan (December 14, 2024)
Hosted by elder law and estate-planning attorney Kevin Tharpe and financial planner Gary Anderson.
Processing Conflicting Information/Keeping Your 401K in Balance (December 7, 2024)
Hosts: Kevin Tharpe, Elder Law and Estate Planning Attorney, and Financial Planner Gary Anderson.
Don't Be That Person/Providing for Grandchildren (November 30, 2024)
Kevin Tharpe, elder law and estate planning attorney, emphasizes the importance of not putting off the setup of your estate planning, and Gary Anderson, financial planner, looks at providing for the needs of your grandchildren as you look ahead to your retirement portfolio.
Effects of the Election on Your Retirement Plan and Estate Planning Strategies (November 23, 2024)
Hosted by elder law attorney and estate planner Kevin Tharpe and financial planner Gary Anderson.
The Best Thing Done in the Wrong Way/Will a Roth Help With Retirement Taxes? (November 16, 2024)
You try and do your best, but you may be going about it wrong. Also, what are some good tips in using a Roth IRA to help deal with your taxes in retirement? Hosted by elder law and estate planning attorney J. Kevin Tharpe and financial planner Gary Anderson.
Descending the Mountain/Being Prepared for Long-Term Care (November 9, 2024)
On today's show: descending the mountain and preparing for retirement; being prepared for long-term care. Hosts: Financial planner Gary Anderson, and elder law and estate-planning attorney Kevin Tharpe.
Common Estate Planning Mistakes/Crises in Retirement Income (November 2, 2024)
How to field a rainy day; whether it's mistakes in estate planning, or a crisis in retirement, elder law attorney Kevin Tharpe and financial planner Gary Anderson are here to help.
Connecting Title to Documents/Interest Rates and Your Retirement (October 26, 2024)
How to connect your asset titles to the appropriate documents and the effects of interest rates on your retirement strategy. Hosts: Kevin Tharpe and Gary Anderson.
Look Back Setbacks/Are You Getting All You Can From Your Social Security? (October 19, 2024)
Kevin Tharpe and Gary Anderson look at maximizing your social security benefits, and what lookbacks do to your estate planning.
Special Needs Month (October 12, 2024)
Elder law attorney Kevin Tharpe discusses how to plan for care for loved ones with special needs; financial planner Gary Anderson examines the best way to find the financial advisor that's right for you.
Planning for the Rest of Their Lives/How Strong is Your 401K? (October 5, 2024)
Elder law and estate planning attorney Kevin Tharpe discusses how to plan for caring for your aging parents and special needs loved ones; financial planner Gary Anderson advises on how to gauge the strength of our 401K. Is it strong enough for your retirement?
What Happens to My Stuff?/Where Did You Put Your Retirement Plan? (September 28, 2024)
Elder law and estate planning attorney Kevin Tharpe looks at how to ensure that your "stuff" goes where you intend upon your passing; financial planner Gary Anderson explains the importance of knowing what and where your retirement plan is.
Providing for Special Needs Family Members (September 21, 2024)
Elder law and estate planning attorney Kevin Tharpe looks at how to provide for special needs family members when planning your estate; financial planner Gary Anderson provides advice on financial planning.
Outlasting Your Money/Caring for Surviving Children (September 14, 2024)
Financial planner Gary Anderson looks at how planning now will assure that you outlast your financial resources; elder law and estate planning attorney Kevin Tharpe examines how you can title your assets so that they go to your desired family members, regardless of circumstances.
What's Going to Happen to My Stuff?/Avoiding Panic Investing (September 7, 2024)
Elder law and estate planning attorney Kevin Tharpe instructs us on how to make sure, through documentation, that our assets are sent where we like upon our death; financial planner Gary Anderson advises us on how not to let panic control our investment choices.
Labor Day: Getting Your Estate Plan and 401K to Work for You! (August 31, 2024)
In honor of the Labor Day weekend, elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson focus on work -- specifically getting your estate plan and 401K to work for you.
Is Your Fiscal House in Order?/Why Do You Need a Trust? (August 24, 2024)
On today's show, financial planner Gary Anderson provides a checklist for putting your retirement finances in order ahead of time. Also, elder law and estate planning attorney Kevin Tharpe reminds you that a will is not effective without a trust.
Celebrity Estate Plans/ National Debt and Your Retirement (August 17, 2024)
Elder law and estate planning attorney Kevin Tharpe looks back on famous celebrity estate plans, and mistakes that were made. Also, financial planner Gary Anderson predicts the effects that the national debt will have on your retirement portfolio.
A Stress-Free Retirement/Medicaid Planning (August 10, 2024)
Financial planner Gary Anderson examines sound strategies towards a stress-free retirement; elder law and estate planning attorney Kevin Tharpe looks at Medicaid planning.
Probate Law Changes (Part 2)/Changes in Retirement Issues (August 3, 2024)
Elder law and estate planning attorney Kevin Tharpe continues his discussion on new probate laws, and financial planner Gary Anderson looks at recent changes in retirement strategies.
When Should You Plan to Retire?/ New Probate Laws (July 27, 2024)
Financial planner Gary Anderson compares the advantages and disadvantages between an early and a late retirement, and elder law and estate planning attorney Kevin Tharpe looks at new probate laws and how you could (and should) avoid them.
Retirement for Women/Multitasking While Estate Planning (July 20, 2024)
Financial planner Gary Anderson focuses on women and their retirement needs, while elder law and estate planning attorney Kevin Tharpe looks at doing two things at once when it comes to estate planning.
What Happens to Your Assets When You Die/Taxes and Your Retirement (July 13, 2024)
Elder law and estate planning attorney Kevin Tharpe discusses how your assets are handled upon your death, and financial planner Gary Anderson looks at how taxes will affect you in retirement.
The Truth About Bitcoin/Questions to Ask About Your Will (July 6, 2024)
Financial planner Gary Anderson examines cryptocurrency and the impact and usefulness it can have in your retirement portfolio. Elder law and estate planning attorney Kevin Tharpe provides a checklist of questions that you should be looking at while planning out your will and trust.
Reconciling Advice/National Debt and Your Retirement (June 29, 2024)
On today's show, financial planner Gary Anderson looks at our national debt and instructs us on how it will affect our retirement, and elder law and estate planning attorney, Kevin Tharpe explains how to reconcile different ideas when our hired professionals give us conflicting advice.
How Much Money Will You Need to Retire/Estate Planning Teambuilding (June 22, 2024)
On today's show, financial planner Gary Anderson looks at how you can calculate how much money you will need for a comfortable retirement. Also, elder law and estate planning attorney Kevin Tharpe examines strategies for building an estate planning team.
What to Know About a Nursing Home/How the National Debt Will Affect Your Retirement (June 15, 2024)
On today's show, elder law and estate planning attorney Kevin Tharpe looks at the three important things that you need to know if a nursing home is in your future. Also, financial planner Gary Anderson addresses how your retirement will be affected by the national debt.
The Estate Planning Two-Step/Supplementing your 401K (June 8, 2024)
On today's show: Elder law and estate planning attorney Kevin Tharpe discusses the steps you should be taking while planning your estate; also, financial planner Gary Anderson looks at ways you could supplement the income from your 401-K to provide a comfortable retirement.
What to Do With the Documents You Have/When to Begin Drawing Social Security (June 1, 2024)
Elder law and estate planning attorney Kevin Tharpe discusses how different situations require different documents. Also, financial planner Gary Anderson advises on the optimum strategies when it comes to drawing social security.
Retirement Savings: Perception and Reality/Assumptions and Presumptions (May 25, 2024)
Financial planner Gary Anderson discusses the differences between perception and reality when it comes to saving for your retirement; elder law and estate planning attorney Kevin Tharpe examines the concepts of assumption and presumption in relation to estate planning.
Family Protection (May 18, 2024)
Elder Law and Estate Planning attorney Kevin Tharpe and financial planner Gary Anderson review strategies to protect your spouse and family after your passing.
Retirement Resilience/The Downside of Joint Ownership
This week: how to make your retirement funding last; why joint ownership isn't always a great idea
Death Protection/Getting More from Your Retirement Plan (May 4, 2024)
Elder law and estate planning attorney Kevin Tharpe discusses how to protect your family effectively upon your death; financial planner Gary Anderson looks at how to maximize the output of your retirement plan.
Washington, Wall Street and Your Retirement/Asset Protection (April 27, 2024)
Financial planner Gary Anderson shows the correlation between government, the economy, and your retirement; elder law and estate planning attorney Kevin Tharpe shows us the best ways to protect our assets.
Preparing for a Crisis/How will November Elections Affect Your Portfolio? (April 20, 2024)
Elder law and estate planning attorney Kevin Tharpe examines strategies to help you to weather the rainy days in life; also financial planner Gary Anderson previews the upcoming election and how each candidate could affect your retirement plan.
Three Steps to Your Retirement Plan/Protecting Aging Parents (April 13, 2024)
Financial planner Gary Anderson outlines the three important steps to your retirement plan, and elder law and estate planning attorney Kevin Tharpe details strategies to financially assist your parents as they age.