Podcast Episodes
Back to SearchDon'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 Anders…
1 year, 3 months ago
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.
1 year, 4 months ago
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 ret…
1 year, 4 months ago
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, a…
1 year, 4 months ago
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 …
1 year, 4 months ago
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…
1 year, 5 months ago
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.
1 year, 5 months ago
Special Needs Month (October 12, 2024)
Elder law attorney Kevin Tharpe discusses how to plan for care for loved ones with special needs; financial planner Gary Anderson examines the best w…
1 year, 5 months ago
Planning for the Rest of Their Lives/How Strong is Your 401K? (October 5, 2024)
Elder law and estate planning attorney Kevin Tharpe discusses how to plan for caring for your aging parents and special needs loved ones; financial p…
1 year, 5 months ago
What Happens to My Stuff?/Where Did You Put Your Retirement Plan? (September 28, 2024)
Elder law and estate planning attorney Kevin Tharpe looks at how to ensure that your "stuff" goes where you intend upon your passing; financial plann…
1 year, 6 months ago