Podcast Episodes
Back to SearchHollywood and Estate Planning/More on Taxes in Retirement
Kevin Tharpe outlines how Hollywood has distorted the process of thorough estate planning and the myth that you will lose your home if you go into a …
2 years, 8 months ago
Taxes in Retirement/The One Thing No One is Talking About (July 15, 2023)
Gary Anderson discusses the issue of taxation during retirement and how to plan for this; Kevin Tharpe unpacks the issue of titling.
2 years, 8 months ago
Tax Forecast: 2026/Access: How, When and Why
Gary Anderson looks at the likelihood of taxes going up in the next few years, while Kevin Tharpe examines the importance of access to finances.
2 years, 8 months ago
Documents, Documents, Documents/Taxes and Retirement (July 1, 2023)
Kevin Tharpe discusses the importance of documents to your estate plan ... what's needed, and what's safe to share. Gary Anderson addresses how to h…
2 years, 8 months ago
Investment Volatility in Retirement/Elder Law and Education (June 24, 2023)
Gary Anderson examines how to deal with volatile investments during your retirement years and dangerous retirement assumptions; Kevin Tharpe looks at…
2 years, 9 months ago
How and Why to Avoid Probate, Retirement the Perfect Taxation Storm (June 17, 2023)
Kevin discusses why probate is a big deal, how to avoid it and why you should. Gary looks at how taxes come in to play when it's time to retire.
2 years, 9 months ago
What to Do Before You're Gone/When Should You Draw Social Security (June 10, 2023)
Today's show: Kevin and Gary discuss the importance of pre-planning and the timing of when you should begin drawing social security.
2 years, 9 months ago
Difference Between Investing and Planning (June 3, 2023)
The difference between investing and planning is discussed. Also an examination of the distinction between a will and a trust.
2 years, 9 months ago
Are You Prepared? Will You Outlive Your Savings? (May 27, 2023)
On this week's show, Kevin and Gary discuss your preparations for your retirement and for your estate. Have you done enough? Will you outlast your …
2 years, 10 months ago
Welcome to Truth in Planning
Today's show: Introducing the new Truth in Planning podcast. Meet elder law and estate planning attorney Kevin Tharpe and financial planner Gary And…
2 years, 11 months ago