Truth Network

Finishing Well

Business EN ↓ 100 episodes

Finishing Well, brought to you by Cardinalguide.com, with Certified Financial Planner, Hans Scheil. On Finishing Well we will examine topics such as social security, Medicare, IRA's, Long Term Care, Life Insurance, Investments, and taxes to assist families in finishing well. We will break down all the complicated information around retirement topics to make it easily understandable for everyone: from people who have been planning retirement for years to those who have just started. Join us in learning how to get started Finishing Well! To get more information or free downloads of chapters from...

Author

Truth Network

Episodes

Estate Planning At 65 Using Life Insurance 01.02.2025 28:07

Hans and Robby are back again this week with a brand new episode! This week they discuss using life insurance at 65 to plan your estate. 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 Cardin...

Retirement Income Which Lasts A Lifetime 25.01.2025 27:02

Hans and Robby are back again this week with a brand new episode! This week they discuss retirement income that lasts a lifetime. 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...

Inherited IRA? Beneficiary Decisions - Planning 18.01.2025 27:02

Hans and Robby are back again this week with a brand new episode! This week they discuss beneficiary decisions for those that inherit IRAs. 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 Card...

Long-Term Care Insurance - Purchased With IRA Money 11.01.2025 28:24

Hans and Robby are back again this week with a brand new episode! This week they discuss purchasing long term care insurance with IRA money. 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 Ca...

Medicare 101-Sign Up And Insurance 04.01.2025 28:15

Hans and Robby are back again this week with a brand new episode! This week they discuss medicare 101 sign up and 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....

Social Security Income Tax 28.12.2024 28:16

Hans and Robby are back again this week with a brand new episode! This week they discuss social security income 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 CardinalGuide.com. Find us...

2025 Income Tax Brackets and Rates 21.12.2024 27:54

Hans and Robby are back again this week with a brand new episode! This week they discuss income tax brackets and rates for 2025. 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....

Federal Estate Tax 2026 Tax Increase/Sunset 14.12.2024 27:02

Hans and Robby are back again this week with a brand new episode! This week they discuss the increase/sunset of federal estate taxes in 2026. 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 C...

Hybrid Life/Long Term Care Insurance From IRA Money 07.12.2024 27:02

Hans and Robby are back again this week with a brand new episode! This week they discuss hybrid life/long term care insurance From IRA money. 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 C...

Delaying Social Security Until 70 30.11.2024 27:02

Hans and Robby are back again this week with a brand new episode! This week they discuss delaying social security until 70. 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...

Roth IRA Conversion Up To A 24% Tax Bracket 23.11.2024 27:27

Hans and Robby are back again this week with a brand new episode! This week they discuss Roth IRA conversion up to a 24% tax bracket. 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 CardinalG...

Retirement Income Plan 16.11.2024 28:12

Hans and Robby are back again this week with a brand new episode! This week they discuss your retirement income plan. 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 u...

5 Examples of Long Term Care With Rates 09.11.2024 27:59

Hans and Robby are back again this week with a brand new episode! This week they discuss five examples of long term care with rates. 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...

Original Medicare Vs. Medicare Advantage 02.11.2024 28:10

Hans and Robby are back again this week with a brand new episode! This week they discuss which path is best for you between original medicare and medicare advantage. 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...

Social Security Maximization 26.10.2024 28:08

Hans and Robby are back again this week with a brand new episode! This week they discuss maximizing your 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 CardinalGuide.com. Fi...

Capitalize On Low Tax Rates For 2024 & 2025 19.10.2024 27:02

Hans and Robby are back again this week with a brand new episode! This week they discuss how to capitalize on low tax rates for 2024 and 2025. 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...

A Middle Class Trust 12.10.2024 27:02

Hans and Robby are back again this week with a brand new episode! This week they discuss a trust for the middle class. 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...

Guaranteed Income For Life: A License To Spend 05.10.2024 28:40

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

Can't Get Long Term Health Care Insurance Because of Health? 28.09.2024 28:47

Hans and Robby are back again this week with a brand new episode! This week they discuss what can be done for those who can't get long term health care due to health issues. 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 calli...

Medicare Annual Enrollment 2024 21.09.2024 28:20

Hans and Robby are back again this week with a brand new episode! This week they discuss medicare annual enrollment for 2024. 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...

Retirement Plan Decisions Once You Reach 64 1/2 14.09.2024 28:29

Hans and Robby are back again this week with a brand new episode! This week they discuss retirement decisions to make once you reach 64 1/2. 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 Ca...

2024 Tax Planning 07.09.2024 28:23

Hans and Robby are back again this week with a brand new episode! This week they discuss 2024 tax 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 more at CardinalGuide.com. Find us on YouTu...

Income Tax is The New Estate Tax 31.08.2024 28:37

Hans and Robby are back again this week with a brand new episode! This week they explain how income tax is the new estate 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 CardinalGuide.co...

Annuity Income Rider 24.08.2024 28:26

Hans and Robby are back again this week with a brand new episode! This week they explain annuity income rider. 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...

Charitable Distribution From IRA - No Income Tax 17.08.2024 28:36

Hans and Robby are back again this week with a brand new episode! This week they discuss charitable distribution from IRAs without income 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...