Despre acest podcast
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!
Episoade
Cele mai noi 20 din 167 episoade
- Tricks and Treats of Elder Law and Estate Planning/Mysteries of Retirement Income (October 31, 2026) · 41 minHosted by elder law and estate planning attorney J. Kevin Tharpe and financial advisor Gary Anderson.
- Benefits to Roth Conversion/The One Thing You Need in Elder Law and Estate Planning (October 24, 2026) · 41 minHosted by elder law and estate planning attorney J. Kevin Tharpe and financial advisor Gary Anderson.
- What to Do When a Loved One Passes/Adjusting to Market Volatility (October 17, 2026) · 41 minHosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
- The 30 Year Retirement Plan/Do I Really Need a Will or a Trust? (October 10, 2026) · 41 minHosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
- Is Your Financial Advisor On Your Team?/What Can a Revocable Trust Do? (October 3, 2026) · 41 minHosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
- Keeping Track of Your Stuff/Active vs. Reactive Retirement Plans (September 26, 2026) · 41 minHosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
- Generic Retirement Plans/The Risk of Growing Older (September 19, 2026) · 41 minHosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
- Planning That Matters to Everyone/Charitable Giving (9/12/26) · 41 minHosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
- Chat-GPT and Your Estate Plan/The Right Tool for the Proper Retirement (9/5/26) · 41 minHosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
- Avoiding Investment Mistakes/How a Trust Can Protect You and Your Family (August 29, 2026) · 41 minHosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
- Protecting Your Retirement from Market Volatility/Do You Make Too Much for Medicaid? (August 22, 2026) · 41 minHosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
- When Do You Not Need a Trust?/Are You Leaving Money on Your Retirement Table? (August 15, 2026) · 41 minHosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
- Helping Your Parents/Investing for Women (August 8, 2026) · 41 minHosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
- Beneficiary Designation/Investing for Women (August 1, 2026) · 41 minHosted by elder law attorney Kevin Tharpe and financial advisor Gary Anderson.
- Charity Through IRA/Wish I Would Have Met You $100,000 Ago (July 25, 2026) · 41 minHosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson
- Got Title?/Building Retirement Income (July 18, 2026) · 41 minHosted by elder law attorney Kevin Tharpe and financial advisor Gary Anderson.
- Roth IRA/Nursing Home Facts and Fiction (June 13, 2026) · 41 minHosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
- Advice from the Right Source/Establishing Retirement Cash Flow (June 6, 2026) · 41 minHosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
- Don't Panic!/Is Probate a Big Deal (May 30, 2026) · 41 minHosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
- Estate Planning to Avoid Taxation/Retirement Needs for Men vs. Women (May 23, 2026) · 41 minHosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
