Kevin Tharpe and Gary Anderson

Truth in Planning

Education EN ↓ Odcinki: 167

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!

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: podcast.show

Autor

Kevin Tharpe and Gary Anderson

Kategoria

Education

Strona podcastu

podcast.show

Ostatni odcinek

31 paź 2026

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Odcinki

Gifting/Top Retirement Planning Blunders (March 8, 2025) 08.03.2025 40:50

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) 01.03.2025 40:54

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) 22.02.2025 40:50

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) 16.02.2025 40:50

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) 08.02.2025 40:51

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) 18.01.2025 40:51

Hosts: Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson

All About Elder Care/Inherited 401Ks (January 11, 2025) 11.01.2025 40:51

Hosts: Elder law and estate planner Kevin Tharpe and financial planner Gary Anderson.

Who is Advising You?/New Years Resolutions (January 4, 2025) 04.01.2025 40:51

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) 28.12.2024 48:17

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) 21.12.2024 40:50

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) 14.12.2024 40:50

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) 07.12.2024 40:51

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) 30.11.2024 40:50

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) 24.11.2024 40:50

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) 18.11.2024 40:50

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) 11.11.2024 40:54

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) 07.11.2024 40:48

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) 26.10.2024 40:48

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) 21.10.2024 40:50

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) 12.10.2024 40:50

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) 05.10.2024 40:50

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) 28.09.2024 40:50

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) 21.09.2024 40:50

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) 14.09.2024 40:50

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) 07.09.2024 40:45

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.