Episode Synopsis "3 Buckets Of Money"

Hans, Robby and Tom are back again this week with a brand new episode! This week, they discuss 3 buckets of money, guaranteed income for life.  Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

Listen "3 Buckets Of Money"

More episodes of the podcast Finishing Well

• Your IRA Is an IOU to the IRS Top IRA Rulings of 2024
• Long Term Care Insurance With Inflation-Cost
• 4 Steps To Medicare & Insurance At Age 65
• Your Social Security Statement 2025: What You Need To Know
• 2025 Income Tax & The 7 Money Worries
• Estate Planning Documents You Must Have
• Guaranteed Retirement Income increases Retirement Satisfaction
• IRA/401k Money Is Different
• Why Long-Term Care Insurance?
• The 2025 Medicare Surtax For High Income Retirees AKA Irmaa
• Social Security Fairness Act Dec 2024
• 2025 Tax Planning
• Estate Planning At 65 Using Life Insurance
• Retirement Income Which Lasts A Lifetime
• Inherited IRA? Beneficiary Decisions - Planning
• Long-Term Care Insurance - Purchased With IRA Money
• Medicare 101-Sign Up And Insurance
• Social Security Income Tax
• 2025 Income Tax Brackets and Rates
• Federal Estate Tax 2026 Tax Increase/Sunset
• Hybrid Life/Long Term Care Insurance From IRA Money
• Delaying Social Security Until 70
• Roth IRA Conversion Up To A 24% Tax Bracket
• Retirement Income Plan
• 5 Examples of Long Term Care With Rates
• Original Medicare Vs. Medicare Advantage
• Social Security Maximization
• Capitalize On Low Tax Rates For 2024 & 2025
• A Middle Class Trust
• Guaranteed Income For Life: A License To Spend
• Can't Get Long Term Health Care Insurance Because of Health?
• Medicare Annual Enrollment 2024
• Retirement Plan Decisions Once You Reach 64 1/2
• 2024 Tax Planning
• Income Tax is The New Estate Tax
• Annuity Income Rider
• Charitable Distribution From IRA - No Income Tax
• The Distinction Between Care Manager And Agency Care Giver
• Can You Appeal IRMA?
• Social Security Trustees Report For 2024
• Tax Problems? An IRS Enrolled Agent
• See Through Trust For IRA Beneficiaries
• 200 Thousand Dollar Annuity 10 Years Later
• Inherited IRA? Be Smart About Income Tax
• Long Term Care Insurance Pay For It Yourself
• Medicare Knowledge if You're 65
• Milestone Ages In Retirement
• 2026 Tax Increase
• Irrevocable Life Insurance
• Financial Planning and Investment Management
• Tax Deffered Vs. Tax Free
• Long Term Care Annuity
• IRMA for 2024
• Take Social Security Early or Wait Until 70?
• How Much Income Tax Do Retirees Pay?
• Why Estate Planning
• Turn Your IRA or 401k Into a Pension Check
• The IRS Wants Their Money
• Long Term Care, A Caregiver's Story
• Medicare Part D
• Social Security Statement For 2024
• 2024 Income Tax Brackets For Roth IRA Conversion
• Estate & Inheritance Tax Federal & State
• Single Premium Immediate Annuities
• Which Beneficiary Are You
• Long Term Care Life Insurance Purchased With IRA 401K Money
• Medicare Supplement Plan G
• Tax On Your Social Security
• Retiree Tax Rates, Brackets, And Exemptions For 2024
• All 7 Worries
• 3 Retirement Income Annuities
• Getting Money Out Of A Roth IRA
• Long Term Care By The Numbers
• 2024 Medicare Parts A & B Premiums & Deductibles
• Social Security Increase For 2024
• Medicare Tax 2024 IRMA Rates
• How To Tax Proof Your IRA or 401K
• Sequence Of Returns Risk
• Early Distributions of IRAs And 401Ks
• Long Term Care Insurance From Your 401k Or IRA
• Medicare Decision Process
• Social Security Payback
• Social Security Federal Income Tax (Revisited)
• Income Tax For Life Insurance Annuities And Hybrid Long Term Care
• Estate Planning For The Surviving Spouse
• 3 Buckets Of Money
• Changes In The 10 Year Rule For IRAs
• The Long View Of Long Term Care
• Medicare Supplements Versus Medicare Advantage
• Running Out Of Money Late In Life
• You Make A Lot Of Money Tax
• Special Needs Trust
• Rollover 401k
• ED Slot 401K Tax Strategy
• Long Term Care Life Insurance
• Medicare Simplified
• Starting Social Security Early
• HSA And Medicare
• IRA 401K Equals Lousy Estate Planning Strategy
• Tax Free Income For Life At 70 And Beyond