Truth in Planning

Recent Episodes

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

Posted June 1, 2024 • 00:40:48

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

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

Posted May 25, 2024 • 00:40:50

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

Family Protection (May 18, 2024)

Posted May 19, 2024 • 00:40:49

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

Retirement Resilience/The Downside of Joint Ownership

Posted May 15, 2024 • 00:40:51

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

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

Posted May 6, 2024 • 00:40:50

Elder law and estate planning attorney Kevin Tharpe discusses how to protect your family effectively upon your death; financial planner Gary Anderson...