Truth in Planning

By Kevin Tharpe and Gary Anderson

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

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FAQs about Truth in Planning:

How many episodes does Truth in Planning have?

The podcast currently has 153 episodes available.

Truth in Planning episodes:

December 21, 2024 Why Would They Tell Me That?/Required Distributions Explained (December 21, 2024)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
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41min
December 14, 2024 How Much of Your Portfolio is Tax-Free?/The Steps to a Complete Estate Plan (December 14, 2024)
Hosted by elder law and estate-planning attorney Kevin Tharpe and financial planner Gary Anderson.
...more
41min
December 07, 2024 Processing Conflicting Information/Keeping Your 401K in Balance (December 7, 2024)
Hosts: Kevin Tharpe, Elder Law and Estate Planning Attorney, and Financial Planner Gary Anderson.
...more
41min
November 30, 2024 Don't Be That Person/Providing for Grandchildren (November 30, 2024)
Kevin Tharpe, elder law and estate planning attorney, emphasizes the importance of not putting off the setup of your estate planning, and Gary Anderson, financial planner, looks at providing for the needs of your grandchildren as you look ahead to your retirement portfolio.
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41min
November 24, 2024 Effects of the Election on Your Retirement Plan and Estate Planning Strategies (November 23, 2024)
Hosted by elder law attorney and estate planner Kevin Tharpe and financial planner Gary Anderson.
...more
41min
November 18, 2024 The Best Thing Done in the Wrong Way/Will a Roth Help With Retirement Taxes? (November 16, 2024)
You try and do your best, but you may be going about it wrong. Also, what are some good tips in using a Roth IRA to help deal with your taxes in retirement? Hosted by elder law and estate planning attorney J. Kevin Tharpe and financial planner Gary Anderson.
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41min
November 11, 2024 Descending the Mountain/Being Prepared for Long-Term Care (November 9, 2024)
On today's show: descending the mountain and preparing for retirement; being prepared for long-term care. Hosts: Financial planner Gary Anderson, and elder law and estate-planning attorney Kevin Tharpe.
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41min
November 07, 2024 Common Estate Planning Mistakes/Crises in Retirement Income (November 2, 2024)
How to field a rainy day; whether it's mistakes in estate planning, or a crisis in retirement, elder law attorney Kevin Tharpe and financial planner Gary Anderson are here to help.
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41min
October 26, 2024 Connecting Title to Documents/Interest Rates and Your Retirement (October 26, 2024)
How to connect your asset titles to the appropriate documents and the effects of interest rates on your retirement strategy. Hosts: Kevin Tharpe and Gary Anderson.
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41min
October 21, 2024 Look Back Setbacks/Are You Getting All You Can From Your Social Security? (October 19, 2024)
Kevin Tharpe and Gary Anderson look at maximizing your social security benefits, and what lookbacks do to your estate planning.
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41min

FAQs about Truth in Planning:

How many episodes does Truth in Planning have?

The podcast currently has 153 episodes available.