Kevin Tharpe and Gary Anderson

Truth in Planning

Education EN ↓ 151 episodes

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!

Author

Kevin Tharpe and Gary Anderson

Episodes

Don't Make Assumptions/Power of the Personal Letter (May 17, 2025) 17.05.2025 40:51

Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.

What Kind of Investor Are You?/Keep Ownership of Your Property (May 3, 2025) 03.05.2025 40:50

Hosted by elder law and estate planning attorney, Kevin Tharpe, and financial planner Gary Anderson.

Can You Protect Your Assets From a Nursing Home/Investing in Your 70s (April 26, 2025) 27.04.2025 40:48

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

Tax-Free Income for Your Retirement/What Sets Kevin's Advice Apart from Others? (April 19, 2025) 19.04.2025 40:51

Hosted by elder law and estate-planning attorney Kevin Tharpe and financial advisor Gary Anderson.

Conflicts of Interest/Building Your Financial Dream Home (April 12, 2025) 12.04.2025 40:50

Hosted by Kevin Tharpe, elder law and estate planning attorney and financial planner Gary Anderson.

Who Are Kevin's Clients/Retirement Plans for Women (April 5, 2025) 07.04.2025 40:49

Hosted by elder law attorney Kevin Tharpe and financial planner Gary Anderson.

Why Do You Need an Attorney?/Financial Planning for Ladies (March 29, 2025) 29.03.2025 40:50

Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.

Your Retirement and Long-Term Care/What Does an Elder Law Attorney Do? (March 22, 2025) 22.03.2025 40:50

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

Rebalancing Your Portfolio/Elder Law Nuggets (March 15, 2025) 15.03.2025 40:50

Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.

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.