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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.
September 28, 2024What Happens to My Stuff?/Where Did You Put Your Retirement Plan? (September 28, 2024)Elder law and estate planning attorney Kevin Tharpe looks at how to ensure that your "stuff" goes where you intend upon your passing; financial planner Gary Anderson explains the importance of knowing what and where your retirement plan is....more41minPlay
September 21, 2024Providing for Special Needs Family Members (September 21, 2024)Elder law and estate planning attorney Kevin Tharpe looks at how to provide for special needs family members when planning your estate; financial planner Gary Anderson provides advice on financial planning....more41minPlay
September 14, 2024Outlasting Your Money/Caring for Surviving Children (September 14, 2024)Financial planner Gary Anderson looks at how planning now will assure that you outlast your financial resources; elder law and estate planning attorney Kevin Tharpe examines how you can title your assets so that they go to your desired family members, regardless of circumstances....more41minPlay
September 07, 2024What's Going to Happen to My Stuff?/Avoiding Panic Investing (September 7, 2024)Elder law and estate planning attorney Kevin Tharpe instructs us on how to make sure, through documentation, that our assets are sent where we like upon our death; financial planner Gary Anderson advises us on how not to let panic control our investment choices....more41minPlay
August 31, 2024Labor Day: Getting Your Estate Plan and 401K to Work for You! (August 31, 2024)In honor of the Labor Day weekend, elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson focus on work -- specifically getting your estate plan and 401K to work for you....more41minPlay
August 24, 2024Is Your Fiscal House in Order?/Why Do You Need a Trust? (August 24, 2024)On today's show, financial planner Gary Anderson provides a checklist for putting your retirement finances in order ahead of time. Also, elder law and estate planning attorney Kevin Tharpe reminds you that a will is not effective without a trust....more41minPlay
August 17, 2024Celebrity Estate Plans/ National Debt and Your Retirement (August 17, 2024)Elder law and estate planning attorney Kevin Tharpe looks back on famous celebrity estate plans, and mistakes that were made. Also, financial planner Gary Anderson predicts the effects that the national debt will have on your retirement portfolio....more41minPlay
August 11, 2024A Stress-Free Retirement/Medicaid Planning (August 10, 2024)Financial planner Gary Anderson examines sound strategies towards a stress-free retirement; elder law and estate planning attorney Kevin Tharpe looks at Medicaid planning....more41minPlay
August 03, 2024Probate Law Changes (Part 2)/Changes in Retirement Issues (August 3, 2024)Elder law and estate planning attorney Kevin Tharpe continues his discussion on new probate laws, and financial planner Gary Anderson looks at recent changes in retirement strategies....more41minPlay
August 01, 2024When Should You Plan to Retire?/ New Probate Laws (July 27, 2024)Financial planner Gary Anderson compares the advantages and disadvantages between an early and a late retirement, and elder law and estate planning attorney Kevin Tharpe looks at new probate laws and how you could (and should) avoid them....more41minPlay
FAQs about Truth in Planning:How many episodes does Truth in Planning have?The podcast currently has 131 episodes available.