Truth in Planning

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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

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

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.

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.

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.

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.

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

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.

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

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.

Kevin Tharpe discusses the importance of documents to your estate plan ... what's needed, and what's safe to share. Gary Anderson addresses how to handle taxable income as you approach and enjoy retirement.

Gary Anderson examines how to deal with volatile investments during your retirement years and dangerous retirement assumptions; Kevin Tharpe looks at elder law and education and the three things you need to know as part of that education.

Kevin discusses why probate is a big deal, how to avoid it and why you should. Gary looks at how taxes come in to play when it's time to retire.

Today's show: Kevin and Gary discuss the importance of pre-planning and the timing of when you should begin drawing social security.

The difference between investing and planning is discussed. Also an examination of the distinction between a will and a trust.

On this week's show, Kevin and Gary discuss your preparations for your retirement and for your estate. Have you done enough? Will you outlast your savings? Will you have sufficiently prepared for your loved ones and/or the possibility of long-term care?

Today's show: Introducing the new Truth in Planning podcast. Meet elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson. Learn about their working relationship and their philosophies regarding planning for retirement and the golden years. Future episodes will be podcast versions of their syndicated radio program.