Podcast Episodes
Back to SearchLosing 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…
2 years, 5 months ago
Shaping Your Financial Future/Home Matters
Financial planner Gary Anderson discusses the decisions that can shape your financial future; and elder law and estate planning attorney Kevin Tharpe…
2 years, 6 months ago
Taking the Worry out of Retirement/Preparing for Life's Surprises
On 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 lif…
2 years, 6 months ago
The Color of Money/A Complete Estate Plan
This week: Kevin Tharpe looks at what it means to have a complete estate plan; Gary Anderson tells you the color of your retirement money
2 years, 6 months ago
Safety in Your Retirement Planning
Kevin Tharpe discusses how to safely navigate the rollercoaster of elder law planning, and Gary Anderson does the same with your retirement plan.
2 years, 6 months ago
Pets 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 planne…
2 years, 7 months ago
Will 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 p…
2 years, 7 months ago
Mistakes 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 …
2 years, 7 months ago
One 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…
2 years, 7 months ago
Joint Ownership and Avoiding Common IRA Mistakes (July 29, 2023)
Kevin Tharpe clears up misconceptions about what joint ownership means and also examines beneficiary designations; Gary Anderson relates how to avoid…
2 years, 7 months ago