Truth in Planning

Recent Episodes

Effects of the Election on Your Retirement Plan and Estate Planning Strategies (November 23, 2024)

Posted November 24, 2024 • 00:40:50

Hosted by elder law attorney and estate planner Kevin Tharpe and financial planner Gary Anderson.

The Best Thing Done in the Wrong Way/Will a Roth Help With Retirement Taxes? (November 16, 2024)

Posted November 18, 2024 • 00:40:50

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 retirement?...

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

Posted November 10, 2024 • 00:40:54

On today's show: descending the mountain and preparing for retirement; being prepared for long-term care. Hosts: Financial planner Gary Anderson,...

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

Posted November 7, 2024 • 00:40:48

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...

Connecting Title to Documents/Interest Rates and Your Retirement (October 26, 2024)

Posted October 26, 2024 • 00:40:48

How to connect your asset titles to the appropriate documents and the effects of interest rates on your retirement strategy. Hosts: Kevin Tharpe and...