Episodes
Oct. 17, 2026
What to Do When a Loved One Passes/Adjusting to Market Volatility (October 17, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Oct. 10, 2026
The 30 Year Retirement Plan/Do I Really Need a Will or a Trust? (October 10, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Oct. 3, 2026
Is Your Financial Advisor On Your Team?/What Can a Revocable Trust Do? (October 3, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Sept. 26, 2026
Keeping Track of Your Stuff/Active vs. Reactive Retirement Plans (September 26, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Sept. 19, 2026
Generic Retirement Plans/The Risk of Growing Older (September 19, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Sept. 12, 2026
Planning That Matters to Everyone/Charitable Giving (9/12/26)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Sept. 5, 2026
Chat-GPT and Your Estate Plan/The Right Tool for the Proper Retirement (9/5/26)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Aug. 29, 2026
Avoiding Investment Mistakes/How a Trust Can Protect You and Your Family (August 29, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Aug. 22, 2026
Protecting Your Retirement from Market Volatility/Do You Make Too Much for Medicaid? (August 22, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Aug. 15, 2026
When Do You Not Need a Trust?/Are You Leaving Money on Your Retirement Table? (August 15, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Aug. 8, 2026
Helping Your Parents/Investing for Women (August 8, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Aug. 3, 2026
Beneficiary Designation/Investing for Women (August 1, 2026)
Hosted by elder law attorney Kevin Tharpe and financial advisor Gary Anderson.
July 28, 2026
Charity Through IRA/Wish I Would Have Met You $100,000 Ago (July 25, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson
July 18, 2026
Got Title?/Building Retirement Income (July 18, 2026)
Hosted by elder law attorney Kevin Tharpe and financial advisor Gary Anderson.
June 13, 2026
Roth IRA/Nursing Home Facts and Fiction (June 13, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
June 6, 2026
Advice from the Right Source/Establishing Retirement Cash Flow (June 6, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
May 30, 2026
Don't Panic!/Is Probate a Big Deal (May 30, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
May 23, 2026
Estate Planning to Avoid Taxation/Retirement Needs for Men vs. Women (May 23, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
May 16, 2026
Working Insurance Costs Into Your Retirement Plan/Questions to Ask Your Elder Law and Estate Planning Attorney (May 16, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
May 9, 2026
The Time is Now/Living Older, Investing Wiser (May 9, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
May 2, 2026
Your Financial Fortress/Importance of Title (May 2, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
April 25, 2026
Avoiding Probate/Ensuring Tax-Free Retirement Income (April 25, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
April 18, 2026
Avoiding Disappointment with your Retirement Paycheck/Basics of Estate Planning (April 18, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
April 11, 2026
What Can You Do, and What DID You Do?/What's Going On With Your Retirement (April 11, 2026)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.