Truth in Planning

Recent Episodes

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

Posted January 27, 2024 • 00:40:50

Elder law and estate planning attorney Kevin Tharpe examines strategies on how to prepare for the unknown; financial planner Gary Anderson looks at...

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

Posted January 20, 2024 • 00:40:51

On today's show, financial planner Gary Anderson takes a contrary view on tax deferral and elder law and estate planning attorney Kevin Tharpe helps...

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

Posted January 13, 2024 • 00:40:50

Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson show you that your final documents may not provide your retirement...

Grandparenting By the Numbers (January 6, 2024)

Posted January 6, 2024 • 00:40:50

Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson examine the best ways to provide for grandchildren when it comes...

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

Posted January 1, 2024 • 00:40:50

Elder law attorney Kevin Tharpe will discuss how to avoid probate; financial planner Gary Anderson explores how you connect the dots when it comes to...