
Truth in Planning
Kevin Tharpe and Gary Anderson
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
Your Retirement and Long-Term Care/What Does an Elder Law Attorney Do? (March 22...
Truth in Planning
Rebalancing Your Portfolio/Elder Law Nuggets (March 15, 2025)
Truth in Planning
Gifting/Top Retirement Planning Blunders (March 8, 2025)
Truth in Planning
When to Take Social Security/Cost of Estate Planning ... and Not (March 1, 2025)
Truth in Planning
The Cost of Estate Planning/401Ks and Pension Plans (February 25, 2025)
Truth in Planning
Your Will is Not Enough/How to Build Capital in Your Retirement Portfolio (Febru...
Truth in Planning
What the National Debt Means to You (February 8, 2024)
Truth in Planning
What to Do When Something Happens/Inherited 401Ks (January 18, 2025)
Truth in Planning
All About Elder Care/Inherited 401Ks (January 11, 2025)
Truth in Planning
Who is Advising You?/New Years Resolutions (January 4, 2025)
Truth in Planning
Estate Plan Wishes/More on IRAs and 401Ks (December 28, 2024)
Truth in Planning
Why Would They Tell Me That?/Required Distributions Explained (December 21, 2024...
Truth in Planning
How Much of Your Portfolio is Tax-Free?/The Steps to a Complete Estate Plan (Dec...
Truth in Planning
Processing Conflicting Information/Keeping Your 401K in Balance (December 7, 202...
Truth in Planning
Don't Be That Person/Providing for Grandchildren (November 30, 2024)
Truth in Planning
Effects of the Election on Your Retirement Plan and Estate Planning Strategies (...
Truth in Planning
The Best Thing Done in the Wrong Way/Will a Roth Help With Retirement Taxes? (No...
Truth in Planning
Descending the Mountain/Being Prepared for Long-Term Care (November 9, 2024)
Truth in Planning
Common Estate Planning Mistakes/Crises in Retirement Income (November 2, 2024)
Truth in Planning
Connecting Title to Documents/Interest Rates and Your Retirement (October 26, 20...
Truth in Planning
Look Back Setbacks/Are You Getting All You Can From Your Social Security? (Octob...
Truth in Planning
Special Needs Month (October 12, 2024)
Truth in Planning
Planning for the Rest of Their Lives/How Strong is Your 401K? (October 5, 2024)
Truth in Planning
What Happens to My Stuff?/Where Did You Put Your Retirement Plan? (September 28,...
Truth in Planning
Providing for Special Needs Family Members (September 21, 2024)
Truth in Planning
Outlasting Your Money/Caring for Surviving Children (September 14, 2024)
Truth in Planning
What's Going to Happen to My Stuff?/Avoiding Panic Investing (September 7, 2024)
Truth in Planning
Labor Day: Getting Your Estate Plan and 401K to Work for You! (August 31, 2024)
Truth in Planning
Is Your Fiscal House in Order?/Why Do You Need a Trust? (August 24, 2024)
Truth in Planning
Celebrity Estate Plans/ National Debt and Your Retirement (August 17, 2024)
Truth in Planning
A Stress-Free Retirement/Medicaid Planning (August 10, 2024)
Truth in Planning
Probate Law Changes (Part 2)/Changes in Retirement Issues (August 3, 2024)
Truth in Planning
When Should You Plan to Retire?/ New Probate Laws (July 27, 2024)
Truth in Planning
Retirement for Women/Multitasking While Estate Planning (July 20, 2024)
Truth in Planning
What Happens to Your Assets When You Die/Taxes and Your Retirement (July 13, 202...
Truth in Planning
The Truth About Bitcoin/Questions to Ask About Your Will (July 6, 2024)
Truth in Planning
Reconciling Advice/National Debt and Your Retirement (June 29, 2024)
Truth in Planning
How Much Money Will You Need to Retire/Estate Planning Teambuilding (June 22, 20...
Truth in Planning
What to Know About a Nursing Home/How the National Debt Will Affect Your Retirem...
Truth in Planning
The Estate Planning Two-Step/Supplementing your 401K (June 8, 2024)
Truth in Planning
What to Do With the Documents You Have/When to Begin Drawing Social Security (Ju...
Truth in Planning
Retirement Savings: Perception and Reality/Assumptions and Presumptions (May 25,...
Truth in Planning
Family Protection (May 18, 2024)
Truth in Planning
Retirement Resilience/The Downside of Joint Ownership
Truth in Planning
Death Protection/Getting More from Your Retirement Plan (May 4, 2024)
Truth in Planning
Washington, Wall Street and Your Retirement/Asset Protection (April 27, 2024)
Truth in Planning
Preparing for a Crisis/How will November Elections Affect Your Portfolio? (April...
Truth in Planning
Three Steps to Your Retirement Plan/Protecting Aging Parents (April 13, 2024)
Truth in Planning
Three Steps to a Complete Plan (April 6, 2024)
Truth in Planning