Truth in Planning

Recent Episodes

Taxes in Retirement/The One Thing No One is Talking About (July 15, 2023)

Posted July 22, 2023 • 00:40:51

Gary Anderson discusses the issue of taxation during retirement and how to plan for this; Kevin Tharpe unpacks the issue of titling.

Tax Forecast: 2026/Access: How, When and Why

Posted July 8, 2023 • 00:40:49

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Documents, Documents, Documents/Taxes and Retirement (July 1, 2023)

Posted July 1, 2023 • 00:41:27

Kevin Tharpe discusses the importance of documents to your estate plan ... what's needed, and what's safe to share. Gary Anderson addresses how to...

Investment Volatility in Retirement/Elder Law and Education (June 24, 2023)

Posted June 24, 2023 • 00:40:27

Gary Anderson examines how to deal with volatile investments during your retirement years and dangerous retirement assumptions; Kevin Tharpe looks at...

How and Why to Avoid Probate, Retirement the Perfect Taxation Storm (June 17, 2023)

Posted June 17, 2023 • 00:40:48

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