Truth in Planning

Recent Episodes

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

Posted August 19, 2023 • 00:40:50

Gary Anderson addresses the strategies you need to employ to be sure that your money outlives you; Kevin Tharpe debunks misinformation about estate...

Mistakes With IRA Conversions/The One Word That Means Everything (August 12, 2023)

Posted August 12, 2023 • 00:40:48

Financial planner Gary Anderson discusses common mistakes made when converting IRAs from regular to Roth and the difference between accumulation and...

One Word Means Everything/ Roth IRAs, Accumulation vs. Distribution (August 5, 2023)

Posted August 5, 2023 • 00:42:29

Financial planner Gary Anderson explains the difference between accumulation and distribution, and mistakes to avoid when doing a Roth IRA conversion....

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

Posted July 30, 2023 • 00:41:48

Kevin Tharpe clears up misconceptions about what joint ownership means and also examines beneficiary designations; Gary Anderson relates how to avoid...

Hollywood and Estate Planning/More on Taxes in Retirement

Posted July 22, 2023 • 00:40:58

Kevin Tharpe outlines how Hollywood has distorted the process of thorough estate planning and the myth that you will lose your home if you go into a...