Podcast Episodes

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What Happens to Your Assets When You Die/Taxes and Your Retirement (July 13, 2024)

Elder law and estate planning attorney Kevin Tharpe discusses how your assets are handled upon your death, and financial planner Gary Anderson looks …

1 year, 8 months ago

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The Truth About Bitcoin/Questions to Ask About Your Will (July 6, 2024)

Financial planner Gary Anderson examines cryptocurrency and the impact and usefulness it can have in your retirement portfolio. Elder law and estate…

1 year, 8 months ago

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Reconciling Advice/National Debt and Your Retirement (June 29, 2024)

On today's show, financial planner Gary Anderson looks at our national debt and instructs us on how it will affect our retirement, and elder law and …

1 year, 8 months ago

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How Much Money Will You Need to Retire/Estate Planning Teambuilding (June 22, 2024)

On today's show, financial planner Gary Anderson looks at how you can calculate how much money you will need for a comfortable retirement. Also, eld…

1 year, 9 months ago

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What to Know About a Nursing Home/How the National Debt Will Affect Your Retirement (June 15, 2024)

On today's show, elder law and estate planning attorney Kevin Tharpe looks at the three important things that you need to know if a nursing home is i…

1 year, 9 months ago

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The Estate Planning Two-Step/Supplementing your 401K (June 8, 2024)

On today's show: Elder law and estate planning attorney Kevin Tharpe discusses the steps you should be taking while planning your estate; also, finan…

1 year, 9 months ago

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What to Do With the Documents You Have/When to Begin Drawing Social Security (June 1, 2024)

Elder law and estate planning attorney Kevin Tharpe discusses how different situations require different documents. Also, financial planner Gary And…

1 year, 9 months ago

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Retirement Savings: Perception and Reality/Assumptions and Presumptions (May 25, 2024)

Financial planner Gary Anderson discusses the differences between perception and reality when it comes to saving for your retirement; elder law and e…

1 year, 10 months ago

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Family Protection (May 18, 2024)

Elder Law and Estate Planning attorney Kevin Tharpe and financial planner Gary Anderson review strategies to protect your spouse and family after you…

1 year, 10 months ago

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Retirement Resilience/The Downside of Joint Ownership

This week: how to make your retirement funding last; why joint ownership isn't always a great idea

1 year, 10 months ago

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