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

What Elder Law and Retirement Planning Have in Common; Predicting the Duration of Your Retirement (Nov. 18, 2023) 25.11.2023

Elder law and estate planning attorney Kevin Tharpe examines how elder law and retirement planning should go together; financial planner Gary Anderson discusses a way to predict how much money you will need to prepare for retirement.

Retirement Plan Warning Signs/Why Retirement Planning and Estate Planning Go Together (November 11, 2023) 11.11.2023

Financial planner Gary Anderson details the warning signs that could threaten your retirement savings; also elder law and estate planning attorney Kevin Tharpe explains how estate planning and retirement preparations go together.

Beneficiary Designation/More Common Retirement Mistakes (October 28, 2023) 28.10.2023

Elder law and estate planning attorney Kevin Tharpe looks at the importance of beneficiary designation, and financial planner Gary Anderson continues to examine common retirement mistakes and how they can be avoided.

Common Retirement Mistakes/Why We Hate to Wait (October 21, 2023) 28.10.2023

Gary Anderson, financial planner, looks at how to avoid common retirement mistakes. Also, elder law and estate planning attorney Kevin Tharpe examines why we hate to wait.

Just Do That Then/Retirement Surprises (October 14, 2023) 16.10.2023

Elder law and estate planning attorney Kevin Tharpe examines what to do with the documents you have. Financial planner Gary Anderson looks at how best to prepare for retirement surprises.

How Estate Planning and Special Needs Work Hand-in-Hand (October 7, 2023) 07.10.2023

In honor of Special Needs Month, Elder law and estate planning attorney Kevin Tharpe examines the relationship between estate planning and special needs assistance.

Losing a Loved One/Avoiding Retirement Mistakes (September 30, 2023) 30.09.2023

Elder law and estate planning attorney Kevin Tharpe examines the process of losing a loved one and more of life's curve balls; financial planner Gary Anderson looks at avoiding and correcting mistakes made when planning for retirement.

Shaping Your Financial Future/Home Matters 23.09.2023

Financial planner Gary Anderson discusses the decisions that can shape your financial future; and elder law and estate planning attorney Kevin Tharpe looks at how home matters.

Taking the Worry out of Retirement/Preparing for Life's Surprises 16.09.2023

On today's show, Gary Anderson shows you how to take the worry out of your retirement planning; and Kevin Tharpe discusses how to be prepared for life's surprises.

The Color of Money/A Complete Estate Plan 16.09.2023

This week: Kevin Tharpe looks at what it means to have a complete estate plan; Gary Anderson tells you the color of your retirement money

Safety in Your Retirement Planning 09.09.2023

Kevin Tharpe discusses how to safely navigate the rollercoaster of elder law planning, and Gary Anderson does the same with your retirement plan.

Pets Are People Too/Choosing a Financial Advisor (August 26, 2023) 26.08.2023

Elder law and estate planning attorney Kevin Tharpe looks at solid ways to provide for our pets if we should happen to outlive them; financial planner Gary Anderson examines good strategies for choosing a financial advisor.

Will Your Money Outlive You?/Estate Planning Myths (August 19, 2023) 19.08.2023

Gary Anderson addresses the strategies you need to employ to be sure that your money outlives you; Kevin Tharpe debunks misinformation about estate planning that he hears from other attorneys and on the web.

Mistakes With IRA Conversions/The One Word That Means Everything (August 12, 2023) 12.08.2023

Financial planner Gary Anderson discusses common mistakes made when converting IRAs from regular to Roth and the difference between accumulation and distribution. Elder law and estate planning attorney Kevin Tharpe outlines the one word that means everything when it comes to estate planning and elder law.

One Word Means Everything/ Roth IRAs, Accumulation vs. Distribution (August 5, 2023) 05.08.2023

Financial planner Gary Anderson explains the difference between accumulation and distribution, and mistakes to avoid when doing a Roth IRA conversion. Elder Law and Estate Planning attorney Kevin Tharpe looks at the one word that means everything in Elder Law, and the one word that means everything in Estate Planning.

Joint Ownership and Avoiding Common IRA Mistakes (July 29, 2023) 30.07.2023

Kevin Tharpe clears up misconceptions about what joint ownership means and also examines beneficiary designations; Gary Anderson relates how to avoid common IRA mistakes.

Hollywood and Estate Planning/More on Taxes in Retirement 22.07.2023

Kevin Tharpe outlines how Hollywood has distorted the process of thorough estate planning and the myth that you will lose your home if you go into a nursing home. Gary Anderson continues to demonstrate how to properly prepare for taxation as you enter your retirement years.

Taxes in Retirement/The One Thing No One is Talking About (July 15, 2023) 22.07.2023

Gary Anderson discusses the issue of taxation during retirement and how to plan for this; Kevin Tharpe unpacks the issue of titling.

Tax Forecast: 2026/Access: How, When and Why 09.07.2023

Gary Anderson looks at the likelihood of taxes going up in the next few years, while Kevin Tharpe examines the importance of access to finances.

Documents, Documents, Documents/Taxes and Retirement (July 1, 2023) 01.07.2023

Kevin Tharpe discusses the importance of documents to your estate plan ... what's needed, and what's safe to share. Gary Anderson addresses how to handle taxable income as you approach and enjoy retirement.

Investment Volatility in Retirement/Elder Law and Education (June 24, 2023) 24.06.2023

Gary Anderson examines how to deal with volatile investments during your retirement years and dangerous retirement assumptions; Kevin Tharpe looks at elder law and education and the three things you need to know as part of that education.

How and Why to Avoid Probate, Retirement the Perfect Taxation Storm (June 17, 2023) 17.06.2023

Kevin discusses why probate is a big deal, how to avoid it and why you should. Gary looks at how taxes come in to play when it's time to retire.

What to Do Before You're Gone/When Should You Draw Social Security (June 10, 2023) 14.06.2023

Today's show: Kevin and Gary discuss the importance of pre-planning and the timing of when you should begin drawing social security.

Difference Between Investing and Planning (June 3, 2023) 03.06.2023

The difference between investing and planning is discussed. Also an examination of the distinction between a will and a trust.

Are You Prepared? Will You Outlive Your Savings? (May 27, 2023) 28.05.2023

On this week's show, Kevin and Gary discuss your preparations for your retirement and for your estate. Have you done enough? Will you outlast your savings? Will you have sufficiently prepared for your loved ones and/or the possibility of long-term care?

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