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

Retirement Resilience/The Downside of Joint Ownership 15.05.2024

This week: how to make your retirement funding last; why joint ownership isn't always a great idea

Death Protection/Getting More from Your Retirement Plan (May 4, 2024) 06.05.2024

Elder law and estate planning attorney Kevin Tharpe discusses how to protect your family effectively upon your death; financial planner Gary Anderson looks at how to maximize the output of your retirement plan.

Washington, Wall Street and Your Retirement/Asset Protection (April 27, 2024) 02.05.2024

Financial planner Gary Anderson shows the correlation between government, the economy, and your retirement; elder law and estate planning attorney Kevin Tharpe shows us the best ways to protect our assets.

Preparing for a Crisis/How will November Elections Affect Your Portfolio? (April 20, 2024) 20.04.2024

Elder law and estate planning attorney Kevin Tharpe examines strategies to help you to weather the rainy days in life; also financial planner Gary Anderson previews the upcoming election and how each candidate could affect your retirement plan.

Three Steps to Your Retirement Plan/Protecting Aging Parents (April 13, 2024) 13.04.2024

Financial planner Gary Anderson outlines the three important steps to your retirement plan, and elder law and estate planning attorney Kevin Tharpe details strategies to financially assist your parents as they age.

Three Steps to a Complete Plan (April 6, 2024) 07.04.2024

Elder law and estate planning attorney Kevin Tharpe outlines the three steps to a complete estate plan, and financial planner Gary Anderson continues his examination of how to navigate a retirement account through an uncertain market.

Adversity in the Stock Market/The Cost of Planning vs. the Cost of Not Planning (March 30, 2024) 01.04.2024

Think that an estate plan is expensive? Not having one could cost you much more. Elder law attorney Kevin Tharpe examines that, as financial planner Gary Anderson continues his look at riding an up-and-down stock market.

Connecting Your Assets/Aggressive or Conservative Investment Strategies (March 23, 2024) 23.03.2024

Elder law and estate planning attorney Kevin Tharpe looks at how to connect your bank accounts to your IRAs or estate plans; financial advisor Gary Anderson explores the correct times to apply conservative vs. aggressive investment strategies.

Choices Have Consequences/Investing in a Volatile Market (March 16, 2024) 20.03.2024

Elder law and estate planning attorney Kevin Tharpe details the consequences of the choices you make when planning your estate; financial planner Gary Anderson begins a series about how to invest in a volatile stock market.

Death and Stuff/Inflation-Proof Your Retirement (March 9, 2024) 09.03.2024

Elder law and estate planning attorney Kevin Tharpe examines how people change when "death" and "stuff" happen; financial advisor Gary Anderson tells us how to keep inflation from ruining retirement.

Choosing a Financial Advisor for Retirement or Elder Law Attorney (March 2, 2024) 02.03.2024

Elder law attorney Kevin Tharpe and financial planner Gary Anderson outline the important considerations that you need to make as you select experts to help you in these areas.

Types of Trusts/Simplifying Your Retirement Plan (February 24, 2024) 24.02.2024

Today, elder law and estate planning attorney Kevin Tharpe examines the difference between revocable and irrevocable trusts; and financial planner Gary Anderson explains how simplifying your retirement plan has many benefits.

Inflation and Experience (February 17, 2024) 17.02.2024

It's an election year. How can you election-proof your retirement plan? Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson will show how to mimize the effects of an imperfect government. They also examine the difference that experience makes when it comes to choosing an estate planning attorney or financial advisor.

Why Probate?/State of Social Security (February 10, 2024) 10.02.2024

Elder law and estate planning attorney Kevin Tharpe looks at the downside to probate. It doesn't matter in which state you live, there IS no upside! Also, financial planner Gary Anderson examines the state of our social security system, and how best to hedge your bets on its solvency moving forward.

Shielding Savings from Bad News/Estate Plan Check-Up (February 3, 2024) 06.02.2024

Financial planner Gary Anderson discusses how you can protect your retirement savings from bad news, and elder law and estate planning attorney Kevin Tharpe looks at how to give your estate plan a check-up.

You Never Know/Your 401K and Your Heirs (January 27, 2024) 27.01.2024

Elder law and estate planning attorney Kevin Tharpe examines strategies on how to prepare for the unknown; financial planner Gary Anderson looks at your 401K plan and how that can be transferred to the heirs of your estate.

Tax Deferral, a Contrary View/Not My Type (January 20, 2024) 20.01.2024

On today's show, financial planner Gary Anderson takes a contrary view on tax deferral and elder law and estate planning attorney Kevin Tharpe helps you to determine the right type of trust for you.

Putting an "engine under the hood" of your estate vehicle (January 13, 2024) 13.01.2024

Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson show you that your final documents may not provide your retirement or estate plan with the engine it needs to function properly.

Grandparenting By the Numbers (January 6, 2024) 06.01.2024

Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson examine the best ways to provide for grandchildren when it comes to retirement funding and estate planning.

You Can't Duck the New Year (December 30, 2023) 02.01.2024

Elder law attorney Kevin Tharpe will discuss how to avoid probate; financial planner Gary Anderson explores how you connect the dots when it comes to your taxes. A nursing home future is also examined.

The 5 Ds of Retirement Planning/The Keys to Asset Protection (December 23, 2023) 23.12.2023

Financial planner Gary Anderson discusses the 5 Ds of retirement planning, while elder law and estate planning attorney Kevin Tharpe looks at the importance of using revokable trusts for your estate.

What Happens to My Stuff?/Charitable Giving (December 16, 2023) 23.12.2023

Elder law and estate planning attorney Kevin Tharpe looks at what happens to your assets when you die, and how you can prepare its distribution ahead of time; financial planner Gary Anderson examines the art of charitable giving.

Freaky Saturday (December 9, 2023) 09.12.2023

Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson demonstrate how closely their two fields entwine by switching hats this afternoon, explaining how their services complement the other's.

Social Security Upon Retirement/Estate Planning for Your Brady Bunch (December 2, 2023) 02.12.2023

Today: Financial planner Gary Anderson explains how the way that you work today will affect your social security situation upon retirement; also, elder law and estate planning attorney Kevin Tharpe talks about how proper estate planning is essential for blended families, with information you'll never get from the Brady Bunch.

Inflation's Effect on Retirement; Trust and Taxes (November 25, 2023) 25.11.2023

Financial planner Gary Anderson looks at how inflation needs to be figured in to a successful retirement plan; elder law and estate planning attorney Kevin Tharpe talks about the relationship between your trust and taxation.

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