Skip to content
TrackPodcasts

Truth in Planning

Kevin Tharpe and Gary Anderson

EN-US288 episodes
educationbusinessinvestinghow to

What happens to your stuff when you die? Is a will really enough? How much money do you need to make now to retire comfortably later? Will it be enough to care for a loved one when life changes unexpectedly? These are some of the many questions answered by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson. For better than five years, they've been meeting with radio listeners weekly addressing these pressing issues, and now their insight and truth is ava...

Episodes (288)

Why Do You Need an Attorney?/Financial Planning for Ladies (March 29, 2025)

Truth in Planning

Mar 29, 202540:50pending

Your Retirement and Long-Term Care/What Does an Elder Law Attorney Do? (March 22...

Truth in Planning

Mar 22, 202540:50pending

Rebalancing Your Portfolio/Elder Law Nuggets (March 15, 2025)

Truth in Planning

Mar 15, 202540:50pending

Gifting/Top Retirement Planning Blunders (March 8, 2025)

Truth in Planning

Mar 8, 202540:50pending

When to Take Social Security/Cost of Estate Planning ... and Not (March 1, 2025)

Truth in Planning

Mar 1, 202540:54pending

The Cost of Estate Planning/401Ks and Pension Plans (February 25, 2025)

Truth in Planning

Feb 22, 202540:50pending

Your Will is Not Enough/How to Build Capital in Your Retirement Portfolio (Febru...

Truth in Planning

Feb 16, 202540:50pending

What the National Debt Means to You (February 8, 2024)

Truth in Planning

Feb 8, 202540:51pending

What to Do When Something Happens/Inherited 401Ks (January 18, 2025)

Truth in Planning

Jan 18, 202540:51pending

All About Elder Care/Inherited 401Ks (January 11, 2025)

Truth in Planning

Jan 11, 202540:51pending

Who is Advising You?/New Years Resolutions (January 4, 2025)

Truth in Planning

Jan 4, 202540:51pending

Estate Plan Wishes/More on IRAs and 401Ks (December 28, 2024)

Truth in Planning

Dec 28, 202448:17pending

Why Would They Tell Me That?/Required Distributions Explained (December 21, 2024...

Truth in Planning

Dec 21, 202440:50pending

How Much of Your Portfolio is Tax-Free?/The Steps to a Complete Estate Plan (Dec...

Truth in Planning

Dec 14, 202440:50pending

Processing Conflicting Information/Keeping Your 401K in Balance (December 7, 202...

Truth in Planning

Dec 7, 202440:51pending

Don't Be That Person/Providing for Grandchildren (November 30, 2024)

Truth in Planning

Nov 30, 202440:50pending

Effects of the Election on Your Retirement Plan and Estate Planning Strategies (...

Truth in Planning

Nov 24, 202440:50pending

The Best Thing Done in the Wrong Way/Will a Roth Help With Retirement Taxes? (No...

Truth in Planning

Nov 18, 202440:50pending

Descending the Mountain/Being Prepared for Long-Term Care (November 9, 2024)

Truth in Planning

Nov 11, 202440:54pending

Common Estate Planning Mistakes/Crises in Retirement Income (November 2, 2024)

Truth in Planning

Nov 7, 202440:48pending

Connecting Title to Documents/Interest Rates and Your Retirement (October 26, 20...

Truth in Planning

Oct 26, 202440:48pending

Look Back Setbacks/Are You Getting All You Can From Your Social Security? (Octob...

Truth in Planning

Oct 21, 202440:50pending

Special Needs Month (October 12, 2024)

Truth in Planning

Oct 12, 202440:50pending

Planning for the Rest of Their Lives/How Strong is Your 401K? (October 5, 2024)

Truth in Planning

Oct 5, 202440:50pending

What Happens to My Stuff?/Where Did You Put Your Retirement Plan? (September 28,...

Truth in Planning

Sep 28, 202440:50pending

Providing for Special Needs Family Members (September 21, 2024)

Truth in Planning

Sep 21, 202440:50pending

Outlasting Your Money/Caring for Surviving Children (September 14, 2024)

Truth in Planning

Sep 14, 202440:50pending

What's Going to Happen to My Stuff?/Avoiding Panic Investing (September 7, 2024)

Truth in Planning

Sep 7, 202440:45pending

Labor Day: Getting Your Estate Plan and 401K to Work for You! (August 31, 2024)

Truth in Planning

Aug 31, 202440:50pending

Is Your Fiscal House in Order?/Why Do You Need a Trust? (August 24, 2024)

Truth in Planning

Aug 24, 202440:50pending

Celebrity Estate Plans/ National Debt and Your Retirement (August 17, 2024)

Truth in Planning

Aug 17, 202440:51pending

A Stress-Free Retirement/Medicaid Planning (August 10, 2024)

Truth in Planning

Aug 11, 202440:51pending

Probate Law Changes (Part 2)/Changes in Retirement Issues (August 3, 2024)

Truth in Planning

Aug 3, 202440:51pending

When Should You Plan to Retire?/ New Probate Laws (July 27, 2024)

Truth in Planning

Aug 1, 202440:51pending

Retirement for Women/Multitasking While Estate Planning (July 20, 2024)

Truth in Planning

Jul 21, 202440:50pending

What Happens to Your Assets When You Die/Taxes and Your Retirement (July 13, 202...

Truth in Planning

Jul 13, 202440:51pending

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

Truth in Planning

Jul 6, 202440:50pending

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

Truth in Planning

Jun 29, 202440:50pending

How Much Money Will You Need to Retire/Estate Planning Teambuilding (June 22, 20...

Truth in Planning

Jun 22, 202440:55pending

What to Know About a Nursing Home/How the National Debt Will Affect Your Retirem...

Truth in Planning

Jun 22, 202440:51pending

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

Truth in Planning

Jun 8, 202440:50pending

What to Do With the Documents You Have/When to Begin Drawing Social Security (Ju...

Truth in Planning

Jun 1, 202440:48pending

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

Truth in Planning

May 25, 202440:50pending

Family Protection (May 18, 2024)

Truth in Planning

May 19, 202440:49pending

Retirement Resilience/The Downside of Joint Ownership

Truth in Planning

May 15, 202440:51pending

Death Protection/Getting More from Your Retirement Plan (May 4, 2024)

Truth in Planning

May 6, 202440:50pending

Washington, Wall Street and Your Retirement/Asset Protection (April 27, 2024)

Truth in Planning

May 2, 202440:50pending

Preparing for a Crisis/How will November Elections Affect Your Portfolio? (April...

Truth in Planning

Apr 20, 202440:50pending

Three Steps to Your Retirement Plan/Protecting Aging Parents (April 13, 2024)

Truth in Planning

Apr 13, 202440:51pending

Three Steps to a Complete Plan (April 6, 2024)

Truth in Planning

Apr 7, 202440:50pending