PLAY PODCASTS
Truth in Planning

Truth in Planning

157 episodes — Page 3 of 4

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.

Jun 22, 202440 min

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.

Jun 22, 202440 min

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.

Jun 8, 202440 min

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.

Jun 1, 202440 min

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.

May 25, 202440 min

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.

May 19, 202440 min

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

May 15, 202440 min

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.

May 6, 202440 min

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.

May 2, 202440 min

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.

Apr 20, 202440 min

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.

Apr 13, 202440 min

Three Steps to a Complete Plan (April 6, 2024)

Elder law and estate planning attorney Kevin Tharpe outlines the three steps to a complete estate plan, and financial planner Gary Anderson continues his examination of how to navigate a retirement account through an uncertain market.

Apr 7, 202440 min

Adversity in the Stock Market/The Cost of Planning vs. the Cost of Not Planning (March 30, 2024)

Think that an estate plan is expensive? Not having one could cost you much more. Elder law attorney Kevin Tharpe examines that, as financial planner Gary Anderson continues his look at riding an up-and-down stock market.

Apr 1, 202440 min

Connecting Your Assets/Aggressive or Conservative Investment Strategies (March 23, 2024)

Elder law and estate planning attorney Kevin Tharpe looks at how to connect your bank accounts to your IRAs or estate plans; financial advisor Gary Anderson explores the correct times to apply conservative vs. aggressive investment strategies.

Mar 23, 202440 min

Choices Have Consequences/Investing in a Volatile Market (March 16, 2024)

Elder law and estate planning attorney Kevin Tharpe details the consequences of the choices you make when planning your estate; financial planner Gary Anderson begins a series about how to invest in a volatile stock market.

Mar 20, 202440 min

Death and Stuff/Inflation-Proof Your Retirement (March 9, 2024)

Elder law and estate planning attorney Kevin Tharpe examines how people change when "death" and "stuff" happen; financial advisor Gary Anderson tells us how to keep inflation from ruining retirement.

Mar 9, 202440 min

Choosing a Financial Advisor for Retirement or Elder Law Attorney (March 2, 2024)

Elder law attorney Kevin Tharpe and financial planner Gary Anderson outline the important considerations that you need to make as you select experts to help you in these areas.

Mar 2, 202440 min

Types of Trusts/Simplifying Your Retirement Plan (February 24, 2024)

Today, elder law and estate planning attorney Kevin Tharpe examines the difference between revocable and irrevocable trusts; and financial planner Gary Anderson explains how simplifying your retirement plan has many benefits.

Feb 24, 202440 min

Inflation and Experience (February 17, 2024)

It's an election year. How can you election-proof your retirement plan? Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson will show how to mimize the effects of an imperfect government. They also examine the difference that experience makes when it comes to choosing an estate planning attorney or financial advisor.

Feb 17, 202440 min

Why Probate?/State of Social Security (February 10, 2024)

Elder law and estate planning attorney Kevin Tharpe looks at the downside to probate. It doesn't matter in which state you live, there IS no upside! Also, financial planner Gary Anderson examines the state of our social security system, and how best to hedge your bets on its solvency moving forward.

Feb 10, 202440 min

Shielding Savings from Bad News/Estate Plan Check-Up (February 3, 2024)

Financial planner Gary Anderson discusses how you can protect your retirement savings from bad news, and elder law and estate planning attorney Kevin Tharpe looks at how to give your estate plan a check-up.

Feb 6, 202440 min

You Never Know/Your 401K and Your Heirs (January 27, 2024)

Elder law and estate planning attorney Kevin Tharpe examines strategies on how to prepare for the unknown; financial planner Gary Anderson looks at your 401K plan and how that can be transferred to the heirs of your estate.

Jan 27, 202440 min

Tax Deferral, a Contrary View/Not My Type (January 20, 2024)

On today's show, financial planner Gary Anderson takes a contrary view on tax deferral and elder law and estate planning attorney Kevin Tharpe helps you to determine the right type of trust for you.

Jan 20, 202440 min

Putting an "engine under the hood" of your estate vehicle (January 13, 2024)

Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson show you that your final documents may not provide your retirement or estate plan with the engine it needs to function properly.

Jan 13, 202440 min

Grandparenting By the Numbers (January 6, 2024)

Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson examine the best ways to provide for grandchildren when it comes to retirement funding and estate planning.

Jan 6, 202440 min

You Can't Duck the New Year (December 30, 2023)

Elder law attorney Kevin Tharpe will discuss how to avoid probate; financial planner Gary Anderson explores how you connect the dots when it comes to your taxes. A nursing home future is also examined.

Jan 2, 202440 min

The 5 Ds of Retirement Planning/The Keys to Asset Protection (December 23, 2023)

Financial planner Gary Anderson discusses the 5 Ds of retirement planning, while elder law and estate planning attorney Kevin Tharpe looks at the importance of using revokable trusts for your estate.

Dec 23, 202340 min

What Happens to My Stuff?/Charitable Giving (December 16, 2023)

Elder law and estate planning attorney Kevin Tharpe looks at what happens to your assets when you die, and how you can prepare its distribution ahead of time; financial planner Gary Anderson examines the art of charitable giving.

Dec 23, 202340 min

Freaky Saturday (December 9, 2023)

Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson demonstrate how closely their two fields entwine by switching hats this afternoon, explaining how their services complement the other's.

Dec 9, 202340 min

Social Security Upon Retirement/Estate Planning for Your Brady Bunch (December 2, 2023)

Today: Financial planner Gary Anderson explains how the way that you work today will affect your social security situation upon retirement; also, elder law and estate planning attorney Kevin Tharpe talks about how proper estate planning is essential for blended families, with information you'll never get from the Brady Bunch.

Dec 2, 202340 min

Inflation's Effect on Retirement; Trust and Taxes (November 25, 2023)

Financial planner Gary Anderson looks at how inflation needs to be figured in to a successful retirement plan; elder law and estate planning attorney Kevin Tharpe talks about the relationship between your trust and taxation.

Nov 25, 202340 min

What Elder Law and Retirement Planning Have in Common; Predicting the Duration of Your Retirement (Nov. 18, 2023)

Elder law and estate planning attorney Kevin Tharpe examines how elder law and retirement planning should go together; financial planner Gary Anderson discusses a way to predict how much money you will need to prepare for retirement.

Nov 25, 202340 min

Retirement Plan Warning Signs/Why Retirement Planning and Estate Planning Go Together (November 11, 2023)

Financial planner Gary Anderson details the warning signs that could threaten your retirement savings; also elder law and estate planning attorney Kevin Tharpe explains how estate planning and retirement preparations go together.

Nov 11, 202340 min

Beneficiary Designation/More Common Retirement Mistakes (October 28, 2023)

Elder law and estate planning attorney Kevin Tharpe looks at the importance of beneficiary designation, and financial planner Gary Anderson continues to examine common retirement mistakes and how they can be avoided.

Oct 28, 202340 min

Common Retirement Mistakes/Why We Hate to Wait (October 21, 2023)

Gary Anderson, financial planner, looks at how to avoid common retirement mistakes. Also, elder law and estate planning attorney Kevin Tharpe examines why we hate to wait.

Oct 28, 202341 min

Just Do That Then/Retirement Surprises (October 14, 2023)

Elder law and estate planning attorney Kevin Tharpe examines what to do with the documents you have. Financial planner Gary Anderson looks at how best to prepare for retirement surprises.

Oct 16, 202340 min

How Estate Planning and Special Needs Work Hand-in-Hand (October 7, 2023)

In honor of Special Needs Month, Elder law and estate planning attorney Kevin Tharpe examines the relationship between estate planning and special needs assistance.

Oct 7, 202340 min

Losing a Loved One/Avoiding Retirement Mistakes (September 30, 2023)

Elder law and estate planning attorney Kevin Tharpe examines the process of losing a loved one and more of life's curve balls; financial planner Gary Anderson looks at avoiding and correcting mistakes made when planning for retirement.

Sep 30, 202341 min

Shaping Your Financial Future/Home Matters

Financial planner Gary Anderson discusses the decisions that can shape your financial future; and elder law and estate planning attorney Kevin Tharpe looks at how home matters.

Sep 23, 202340 min

Taking the Worry out of Retirement/Preparing for Life's Surprises

On today's show, Gary Anderson shows you how to take the worry out of your retirement planning; and Kevin Tharpe discusses how to be prepared for life's surprises.

Sep 16, 202341 min

The Color of Money/A Complete Estate Plan

This week: Kevin Tharpe looks at what it means to have a complete estate plan; Gary Anderson tells you the color of your retirement money

Sep 16, 202343 min

Safety in Your Retirement Planning

Kevin Tharpe discusses how to safely navigate the rollercoaster of elder law planning, and Gary Anderson does the same with your retirement plan.

Sep 9, 202341 min

Pets Are People Too/Choosing a Financial Advisor (August 26, 2023)

Elder law and estate planning attorney Kevin Tharpe looks at solid ways to provide for our pets if we should happen to outlive them; financial planner Gary Anderson examines good strategies for choosing a financial advisor.

Aug 26, 202340 min

Will Your Money Outlive You?/Estate Planning Myths (August 19, 2023)

Gary Anderson addresses the strategies you need to employ to be sure that your money outlives you; Kevin Tharpe debunks misinformation about estate planning that he hears from other attorneys and on the web.

Aug 19, 202340 min

Mistakes With IRA Conversions/The One Word That Means Everything (August 12, 2023)

Financial planner Gary Anderson discusses common mistakes made when converting IRAs from regular to Roth and the difference between accumulation and distribution. Elder law and estate planning attorney Kevin Tharpe outlines the one word that means everything when it comes to estate planning and elder law.

Aug 12, 202340 min

One Word Means Everything/ Roth IRAs, Accumulation vs. Distribution (August 5, 2023)

Financial planner Gary Anderson explains the difference between accumulation and distribution, and mistakes to avoid when doing a Roth IRA conversion. Elder Law and Estate Planning attorney Kevin Tharpe looks at the one word that means everything in Elder Law, and the one word that means everything in Estate Planning.

Aug 5, 202342 min

Joint Ownership and Avoiding Common IRA Mistakes (July 29, 2023)

Kevin Tharpe clears up misconceptions about what joint ownership means and also examines beneficiary designations; Gary Anderson relates how to avoid common IRA mistakes.

Jul 30, 202341 min

Hollywood and Estate Planning/More on Taxes in Retirement

Kevin Tharpe outlines how Hollywood has distorted the process of thorough estate planning and the myth that you will lose your home if you go into a nursing home. Gary Anderson continues to demonstrate how to properly prepare for taxation as you enter your retirement years.

Jul 22, 202340 min

Taxes in Retirement/The One Thing No One is Talking About (July 15, 2023)

Gary Anderson discusses the issue of taxation during retirement and how to plan for this; Kevin Tharpe unpacks the issue of titling.

Jul 22, 202340 min

Tax Forecast: 2026/Access: How, When and Why

Gary Anderson looks at the likelihood of taxes going up in the next few years, while Kevin Tharpe examines the importance of access to finances.

Jul 9, 202340 min