Podcast Episodes
Back to SearchTypes 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 Ga…
2 years, 1 month ago
Inflation 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 G…
2 years, 1 month ago
Why 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!…
2 years, 1 month ago
Shielding 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…
2 years, 1 month ago
You 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 y…
2 years, 2 months ago
Tax 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 …
2 years, 2 months ago
Putting 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 retir…
2 years, 2 months ago
Grandparenting 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 co…
2 years, 2 months ago
You 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…
2 years, 2 months ago
The 5 Ds of Retirement Planning/The Keys to Asset Protection (December 23, 2023)
Financial planner Gary Anderson discusses the 5 Ds of retirement planning, while elder law and estate planning attorney Kevin Tharpe looks at the imp…
2 years, 3 months ago