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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.
October 07, 2023How Estate Planning and Special Needs Work Hand-in-Hand (October 7, 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....more41minPlay
September 30, 2023Losing a Loved One/Avoiding Retirement Mistakes (September 30, 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....more42minPlay
September 23, 2023Shaping Your Financial Future/Home MattersFinancial 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....more41minPlay
September 16, 2023Taking the Worry out of Retirement/Preparing for Life's SurprisesOn 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....more42minPlay
September 16, 2023The Color of Money/A Complete Estate PlanThis week: Kevin Tharpe looks at what it means to have a complete estate plan; Gary Anderson tells you the color of your retirement money...more44minPlay
September 09, 2023Safety in Your Retirement PlanningKevin Tharpe discusses how to safely navigate the rollercoaster of elder law planning, and Gary Anderson does the same with your retirement plan....more42minPlay
August 26, 2023Pets Are People Too/Choosing a Financial Advisor (August 26, 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....more41minPlay
August 19, 2023Will Your Money Outlive You?/Estate Planning Myths (August 19, 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....more41minPlay
August 12, 2023Mistakes With IRA Conversions/The One Word That Means Everything (August 12, 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....more41minPlay
August 05, 2023One Word Means Everything/ Roth IRAs, Accumulation vs. Distribution (August 5, 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....more43minPlay
FAQs about Truth in Planning:How many episodes does Truth in Planning have?The podcast currently has 131 episodes available.