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!
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Author
Kevin Tharpe and Gary Anderson
Category
Podcast website
Latest episode
Nov 7, 2026
Where to listen?
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Episodes
Choices Have Consequences/Investing in a Volatile Market (March 16, 2024) 20.03.2024 40:50
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 40:50
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 40:50
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 40:50
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 40:50
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 40:50
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 40:49
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 40:50
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 40:51
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 40:50
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 40:50
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 40:50
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 40:52
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 40:50
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 40:51
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 40:52
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 40:50
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.
What Elder Law and Retirement Planning Have in Common; Predicting the Duration of Your Retirement (Nov. 18, 2023) 25.11.2023 40:50
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 40:51
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 40:52
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 41:51
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 40:48
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 40:50
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 41:54
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 40:43
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.
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