Truth in Planning

Recent Episodes

Inflation and Experience (February 17, 2024)

Posted February 17, 2024 • 00:40:50

It's an election year. How can you election-proof your retirement plan? Elder law and estate planning attorney Kevin Tharpe and financial planner...

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

Posted February 10, 2024 • 00:40:50

Elder law and estate planning attorney Kevin Tharpe looks at the downside to probate. It doesn't matter in which state you live, there IS no upside!...

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

Posted February 6, 2024 • 00:40:49

Financial planner Gary Anderson discusses how you can protect your retirement savings from bad news, and elder law and estate planning attorney Kevin...

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...