Kevin Tharpe and Gary Anderson

Truth in Planning

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

Category

Education

Podcast website

podcast.show

Latest episode

Jun 13, 2026

Where to listen?

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Episodes

Common Estate Planning Mistakes/Crises in Retirement Income (November 2, 2024) 07.11.2024

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

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

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

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

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

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

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

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

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.

Labor Day: Getting Your Estate Plan and 401K to Work for You! (August 31, 2024) 31.08.2024

In honor of the Labor Day weekend, elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson focus on work -- specifically getting your estate plan and 401K to work for you.

Is Your Fiscal House in Order?/Why Do You Need a Trust? (August 24, 2024) 24.08.2024

On today's show, financial planner Gary Anderson provides a checklist for putting your retirement finances in order ahead of time. Also, elder law and estate planning attorney Kevin Tharpe reminds you that a will is not effective without a trust.

Celebrity Estate Plans/ National Debt and Your Retirement (August 17, 2024) 17.08.2024

Elder law and estate planning attorney Kevin Tharpe looks back on famous celebrity estate plans, and mistakes that were made. Also, financial planner Gary Anderson predicts the effects that the national debt will have on your retirement portfolio.

A Stress-Free Retirement/Medicaid Planning (August 10, 2024) 11.08.2024

Financial planner Gary Anderson examines sound strategies towards a stress-free retirement; elder law and estate planning attorney Kevin Tharpe looks at Medicaid planning.

Probate Law Changes (Part 2)/Changes in Retirement Issues (August 3, 2024) 03.08.2024

Elder law and estate planning attorney Kevin Tharpe continues his discussion on new probate laws, and financial planner Gary Anderson looks at recent changes in retirement strategies.

When Should You Plan to Retire?/ New Probate Laws (July 27, 2024) 01.08.2024

Financial planner Gary Anderson compares the advantages and disadvantages between an early and a late retirement, and elder law and estate planning attorney Kevin Tharpe looks at new probate laws and how you could (and should) avoid them.

Retirement for Women/Multitasking While Estate Planning (July 20, 2024) 21.07.2024

Financial planner Gary Anderson focuses on women and their retirement needs, while elder law and estate planning attorney Kevin Tharpe looks at doing two things at once when it comes to estate planning.

What Happens to Your Assets When You Die/Taxes and Your Retirement (July 13, 2024) 13.07.2024

Elder law and estate planning attorney Kevin Tharpe discusses how your assets are handled upon your death, and financial planner Gary Anderson looks at how taxes will affect you in retirement.

The Truth About Bitcoin/Questions to Ask About Your Will (July 6, 2024) 06.07.2024

Financial planner Gary Anderson examines cryptocurrency and the impact and usefulness it can have in your retirement portfolio. Elder law and estate planning attorney Kevin Tharpe provides a checklist of questions that you should be looking at while planning out your will and trust.

Reconciling Advice/National Debt and Your Retirement (June 29, 2024) 29.06.2024

On today's show, financial planner Gary Anderson looks at our national debt and instructs us on how it will affect our retirement, and elder law and estate planning attorney, Kevin Tharpe explains how to reconcile different ideas when our hired professionals give us conflicting advice.

How Much Money Will You Need to Retire/Estate Planning Teambuilding (June 22, 2024) 22.06.2024

On today's show, financial planner Gary Anderson looks at how you can calculate how much money you will need for a comfortable retirement. Also, elder law and estate planning attorney Kevin Tharpe examines strategies for building an estate planning team.

What to Know About a Nursing Home/How the National Debt Will Affect Your Retirement (June 15, 2024) 22.06.2024

On today's show, elder law and estate planning attorney Kevin Tharpe looks at the three important things that you need to know if a nursing home is in your future. Also, financial planner Gary Anderson addresses how your retirement will be affected by the national debt.

The Estate Planning Two-Step/Supplementing your 401K (June 8, 2024) 08.06.2024

On today's show: Elder law and estate planning attorney Kevin Tharpe discusses the steps you should be taking while planning your estate; also, financial planner Gary Anderson looks at ways you could supplement the income from your 401-K to provide a comfortable retirement.

What to Do With the Documents You Have/When to Begin Drawing Social Security (June 1, 2024) 01.06.2024

Elder law and estate planning attorney Kevin Tharpe discusses how different situations require different documents. Also, financial planner Gary Anderson advises on the optimum strategies when it comes to drawing social security.

Retirement Savings: Perception and Reality/Assumptions and Presumptions (May 25, 2024) 25.05.2024

Financial planner Gary Anderson discusses the differences between perception and reality when it comes to saving for your retirement; elder law and estate planning attorney Kevin Tharpe examines the concepts of assumption and presumption in relation to estate planning.

Family Protection (May 18, 2024) 19.05.2024

Elder Law and Estate Planning attorney Kevin Tharpe and financial planner Gary Anderson review strategies to protect your spouse and family after your passing.

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