Truth in Planning

Kevin Tharpe and Gary Anderson

EN-US288 episodes

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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...

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Episodes (288)

Adversity in the Stock Market/The Cost of Planning vs. the Cost of Not Planning...

Truth in Planning

Apr 1, 202440:51pending

Connecting Your Assets/Aggressive or Conservative Investment Strategies (March 2...

Truth in Planning

Mar 23, 202440:50pending

Choices Have Consequences/Investing in a Volatile Market (March 16, 2024)

Truth in Planning

Mar 20, 202440:50pending

Death and Stuff/Inflation-Proof Your Retirement (March 9, 2024)

Truth in Planning

Mar 9, 202440:50pending

Choosing a Financial Advisor for Retirement or Elder Law Attorney (March 2, 2024...

Truth in Planning

Mar 2, 202440:50pending

Types of Trusts/Simplifying Your Retirement Plan (February 24, 2024)

Truth in Planning

Feb 24, 202440:50pending

Inflation and Experience (February 17, 2024)

Truth in Planning

Feb 17, 202440:50pending

Why Probate?/State of Social Security (February 10, 2024)

Truth in Planning

Feb 10, 202440:50pending

Shielding Savings from Bad News/Estate Plan Check-Up (February 3, 2024)

Truth in Planning

Feb 6, 202440:49pending

You Never Know/Your 401K and Your Heirs (January 27, 2024)

Truth in Planning

Jan 27, 202440:50pending

Tax Deferral, a Contrary View/Not My Type (January 20, 2024)

Truth in Planning

Jan 20, 202440:51pending

Putting an "engine under the hood" of your estate vehicle (January 13, 2024)

Truth in Planning

Jan 13, 202440:50pending

Grandparenting By the Numbers (January 6, 2024)

Truth in Planning

Jan 6, 202440:50pending

You Can't Duck the New Year (December 30, 2023)

Truth in Planning

Jan 2, 202440:50pending

The 5 Ds of Retirement Planning/The Keys to Asset Protection (December 23, 2023)

Truth in Planning

Dec 23, 202340:52pending

What Happens to My Stuff?/Charitable Giving (December 16, 2023)

Truth in Planning

Dec 23, 202340:50pending

Freaky Saturday (December 9, 2023)

Truth in Planning

Dec 9, 202340:51pending

Social Security Upon Retirement/Estate Planning for Your Brady Bunch (December 2...

Truth in Planning

Dec 2, 202340:52pending

Inflation's Effect on Retirement; Trust and Taxes (November 25, 2023)

Truth in Planning

Nov 25, 202340:50pending

What Elder Law and Retirement Planning Have in Common; Predicting the Duration o...

Truth in Planning

Nov 25, 202340:50pending

Retirement Plan Warning Signs/Why Retirement Planning and Estate Planning Go Tog...

Truth in Planning

Nov 11, 202340:51pending

Beneficiary Designation/More Common Retirement Mistakes (October 28, 2023)

Truth in Planning

Oct 28, 202340:52pending

Common Retirement Mistakes/Why We Hate to Wait (October 21, 2023)

Truth in Planning

Oct 28, 202341:51pending

Just Do That Then/Retirement Surprises (October 14, 2023)

Truth in Planning

Oct 16, 202340:48pending

How Estate Planning and Special Needs Work Hand-in-Hand (October 7, 2023)

Truth in Planning

Oct 7, 202340:50pending

Losing a Loved One/Avoiding Retirement Mistakes (September 30, 2023)

Truth in Planning

Sep 30, 202341:54pending

Shaping Your Financial Future/Home Matters

Truth in Planning

Sep 23, 202340:43pending

Taking the Worry out of Retirement/Preparing for Life's Surprises

Truth in Planning

Sep 16, 202341:57pending

The Color of Money/A Complete Estate Plan

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Sep 16, 202343:05pending

Safety in Your Retirement Planning

Truth in Planning

Sep 9, 202341:25pending

Pets Are People Too/Choosing a Financial Advisor (August 26, 2023)

Truth in Planning

Aug 26, 202340:51pending

Will Your Money Outlive You?/Estate Planning Myths (August 19, 2023)

Truth in Planning

Aug 19, 202340:50pending

Mistakes With IRA Conversions/The One Word That Means Everything (August 12, 202...

Truth in Planning

Aug 12, 202340:48pending

One Word Means Everything/ Roth IRAs, Accumulation vs. Distribution (August 5, 2...

Truth in Planning

Aug 5, 202342:29pending

Joint Ownership and Avoiding Common IRA Mistakes (July 29, 2023)

Truth in Planning

Jul 30, 202341:48pending

Hollywood and Estate Planning/More on Taxes in Retirement

Truth in Planning

Jul 22, 202340:58pending

Taxes in Retirement/The One Thing No One is Talking About (July 15, 2023)

Truth in Planning

Jul 22, 202340:51pending

Tax Forecast: 2026/Access: How, When and Why

Truth in Planning

Jul 9, 202340:49pending

Documents, Documents, Documents/Taxes and Retirement (July 1, 2023)

Truth in Planning

Jul 1, 202341:27pending

Investment Volatility in Retirement/Elder Law and Education (June 24, 2023)

Truth in Planning

Jun 24, 202340:27pending

How and Why to Avoid Probate, Retirement the Perfect Taxation Storm (June 17, 20...

Truth in Planning

Jun 17, 202340:48pending

What to Do Before You're Gone/When Should You Draw Social Security (June 10, 202...

Truth in Planning

Jun 14, 202340:47pending

Difference Between Investing and Planning (June 3, 2023)

Truth in Planning

Jun 3, 202341:30pending

Are You Prepared? Will You Outlive Your Savings? (May 27, 2023)

Truth in Planning

May 28, 202341:00pending

Welcome to Truth in Planning

Truth in Planning

Apr 19, 202321:12pending

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