Truth in Planning

Truth in Planning

Por: Kevin Tharpe and Gary Anderson
What happens to your stuff when you die? Is a will really enough? How much money do you need to make now to retire comfortably later? Will it be enough to care for a loved one when life changes unexpectedly? These are some of the many questions answered by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson. For better than five years, they've been meeting with radio listeners weekly addressing these pressing issues, and now their insight and truth is available in a weekly podcast. Welcome aboard Truth in Planning!
126 episodios disponibles

Latest episodes of the podcast Truth in Planning

The Pitfalls of Joint Ownership/Piloting Through Market Volatility (November 22, 2025) 22/11/2025
Four-Legged Beneficiaries/Planning Wiser When Living Longer (November 15, 2025) 16/11/2025
Turning a Nest Egg Into Retirement Income/An Estate Plan is an Expression of Love (November 8, 2025) 08/11/2025
The Perfect Person for the Perfect Job/Outliving Your Money (November 1, 2025) 01/11/2025
Adjusting Your 401-K/Special Needs: Conservatorship vs. Guardianship (October 25, 2025) 25/10/2025
Finding the Right Financial Planner/3 Things You'll Need if You Need a Nursing Home (October 18, 2025) 18/10/2025
Special Needs Month Continues/Preserving Your 401K (October 11, 2025) 12/10/2025
Choices (October 4, 2025) 04/10/2025
Planning for Post-Retirement Income/Influence of Grandparents on Estate Planning (September 27, 2025) 27/09/2025
Diagnosis is Not Your Destiny/Retirement Planning for Women (September 20, 2025) 20/09/2025
Fluctuating Spending in Retirement/Who's in Charge of Your Estate Plan? (September 13, 2025) 14/09/2025
Is There a Nursing Home in Your Future?/Thriving, Not Just Surviving, in Retirement (September 6, 2025) 06/09/2025
The Rollercoaster of Retirement/Best Beneficiary for Your Estate (August 30, 2025) 30/08/2025
Elder Law Planning for the Average Guy/Avoiding Retirement Blunders (August 23, 2025) 23/08/2025
The Big, Beautiful Law (August 16, 2025) 18/08/2025
Things That Matter/Making Your 401-K Last Longer (August 9, 2025) 09/08/2025
Phases of Retirement Planning/Misunderstandings Heard from Kevin's Clients (August 2, 2025) 02/08/2025
Seasons of Retirement Planning/How Kevin and Gary Work Together (July 26, 2025) 28/07/2025
Guaranteeing Access/Navigating Market Tides (July 19, 2025) 19/07/2025
A Primer on Probate/How Much Can You Afford to Lose? (July 12, 2024) 12/07/2025
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