Finishing Well

Taxes are an unavoidable part of retirement—but they shouldn't be the driving force behind your financial decisions. In this concluding episode of the Financial Plan Series, Certified Financial Planner Hans Scheil and Robby Dilmore explain why income tax planning is most effective when it's integrated into a comprehensive retirement strategy. Using the ongoing case study of Tom and Susan, Hans dem...

Estate planning is about far more than deciding who gets what when you're gone—it's about protecting the people you love and ensuring your wishes are carried out with clarity and purpose. In this episode of Finishing Well , Certified Financial Planner Hans Scheil and Robby Dilmore continue the Financial Plan Series by exploring the essential role estate planning plays in a complete retirement stra...

What does it take to create a retirement income plan that lasts a lifetime? In this episode of Finishing Well , Certified Financial Planner Hans Scheil and Robby Dilmore continue the Financial Plan Series by exploring how retirees can build a reliable income stream that supports both their needs and their dreams. Hans explains the importance of planning from the ground up—starting with essential l...

Before enjoying retirement, it's important to understand one of the largest assets many retirees own—their IRA and 401(k) accounts. In this episode of Finishing Well , Certified Financial Planner Hans Scheil and Robby Dilmore continue the Financial Plan Series by exploring how retirement savings fit into a comprehensive retirement strategy. Hans and co-host Robbie Dilmore discuss the critical deci...

What happens when an unexpected health event threatens to derail years of careful retirement planning? In this episode of Finishing Well , Certified Financial Planner Hans Scheil and co-host Robby Dilmore explore one of the most important—and often overlooked—components of a successful retirement strategy: long-term care insurance. Drawing from both personal experience and financial planning exper...

Turning 65 opens a new season of life—and with it comes some of the most important financial and healthcare decisions you'll ever make. In this episode of Finishing Well , Certified Financial Planner Hans Scheil and co-host Robbie Dilmore continue their Financial Plan Series by exploring Medicare, IRMAA (Income-Related Monthly Adjustment Amount), and how these choices fit into a comprehensive reti...

Hans and Robby are back again this week with a brand new episode! This week is part 2 of 8 in our retirement financial planning series, covering social security. 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 hans@cardinalguide.com or calling 919-535-82...

Hans and Robby are back again this week with a brand new episode! This week begins the first in a series of 8 episodes on retirement financial planning. 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 hans@cardinalguide.com or calling 919-535-8261. Learn...

Hans and Robby are back again this week with a brand new episode! This week, they discuss  are you prepared for aging by yourself.  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 hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuid...

Hans and Robby are back again this week with a brand new episode! This week, they discuss why being a fiduciary matters.    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 hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. F...

Hans and Robby are back again this week with a brand new episode! This week, they discuss IRA/401k mistakes that cannot be fixed. 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 hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide....

Hans and Robby are back again this week with a brand new episode! This week, they discuss traditional LTC insurance vs. hybrid life/LTC insurance. 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 hans@cardinalguide.com or calling 919-535-8261. Learn more...

Hans and Robby are back again this week with a brand new episode! This week, they discuss 7 medicare mistakes.  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 hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on Yo...

Hans and Robby are back again this week with a brand new episode! This week, they discuss your husband/wife dies: What will your social security check look like? 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 hans@cardinalguide.com or calling 919-535-82...

Hans and Robby are back again this week with a brand new episode! This week, they discuss income tax planning dilemma - Age 68.  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 hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.c...

Hans and Robby are back again this week with a brand new episode! This week, they discuss cash value whole life insurance.  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 hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. F...

Hans and Robby are back again this week with a brand new episode! This week, they discuss investment strategies in retirement.  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 hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.co...

Hans and Robby are back again this week with a brand new episode! This week, they discuss QLAC (Qualified Longevity Annuity Contract), how to postpone a portion of your RMD (Required Minimum Distribution). 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...

Hans and Robby are back again this week with a brand new episode! This week, they discuss long-term care benefits with relaxed health qualifications.  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 hans@cardinalguide.com or calling 919-535-8261. Learn m...

Hans and Robby are back again this week with a brand new episode! This week, they discuss the claiming strategy for social security.  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 hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGu...

Hans and Robby are back again this week with a brand new episode! This week, they discuss what to do with the 2026 Medicare IRMAA tax.  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 hans@cardinalguide.com or calling 919-535-8261. Learn more at Cardinal...

Hans and Robby are back again this week with a brand new episode! This week, they discuss the 2026 Retirement Tax Checklist. 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 hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com....

Hans and Robby are back again this week with a brand new episode! This week, they discuss "see-through" trust for your IRA Beneficiary. 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 hans@cardinalguide.com or calling 919-535-8261. Learn more at Cardinal...

Hans and Robby are back again this week with a brand new episode! This week, they discuss monthly income for life - turn part of your 401k into a pension recording 1  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 hans@cardinalguide.com or calling 919-5...

Hans and Robby are back again this week with a brand new episode! This week, they discuss the back door Roth IRA and what that entails.  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 hans@cardinalguide.com or calling 919-535-8261. Learn more at Cardina...