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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 une... more
FAQs about Truth in Planning:How many episodes does Truth in Planning have?The podcast currently has 131 episodes available.
March 02, 2024Choosing a Financial Advisor for Retirement or Elder Law Attorney (March 2, 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....more41minPlay
February 24, 2024Types of Trusts/Simplifying Your Retirement Plan (February 24, 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....more41minPlay
February 17, 2024Inflation and Experience (February 17, 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....more41minPlay
February 10, 2024Why Probate?/State of Social Security (February 10, 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....more41minPlay
February 06, 2024Shielding Savings from Bad News/Estate Plan Check-Up (February 3, 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....more41minPlay
January 27, 2024You Never Know/Your 401K and Your Heirs (January 27, 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....more41minPlay
January 20, 2024Tax Deferral, a Contrary View/Not My Type (January 20, 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....more41minPlay
January 13, 2024Putting an "engine under the hood" of your estate vehicle (January 13, 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....more41minPlay
January 06, 2024Grandparenting By the Numbers (January 6, 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....more41minPlay
January 02, 2024You Can't Duck the New Year (December 30, 2023)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....more41minPlay
FAQs about Truth in Planning:How many episodes does Truth in Planning have?The podcast currently has 131 episodes available.