Episodes

April 4, 2026

Taking a Chance/Is Your Retirement Porridge Just Right? (April 4, 2026)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
March 28, 2026

When Elder Law and Estate Planning Meet/Not All Retirement Dollars Are Created Equal (March 28, 2026)

Hosted by elder law attorney Kevin Tharpe and financial advisor Gary Anderson.
March 21, 2026

The Right Tools for the Right Job/Will vs. Trust (March 21, 2026)

Hosted by elder law attorney Kevin Tharpe and financial advisor Gary Anderson.
March 14, 2026

Will Your 401K Fund Your Retirement?/Consequences That Follow Advice You Follow (March 14, 2026)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
March 7, 2026

Keeping Emotion Out of Your Retirement Planning (March 7, 2026)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Feb. 28, 2026

Taxes, Trusts and IRAs/Do You NEED a Financial Planner? (February 28, 2026)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Feb. 21, 2026

Is Your Loved One Headed to a Nursing Home?/Retirement is a System, Not a Number (February 21, 2026)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Feb. 14, 2026

Do You Own Your Retirement?/How Much Does a Will Cost? (February 14, 2026)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Feb. 7, 2026

A Plan for the Unthinkable/Where Should Your Money Be? (February 7, 2026)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Jan. 31, 2026

What if Every Day Was Saturday?/Some Things Never Change (January 31, 2026)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Jan. 24, 2026

Great Big Beautiful Law Regarding Estate Planning/Are You Ready to Grow Old? (January 24, 2026)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Jan. 17, 2026

Kevin the Grinch on Gifting/Minimizing Stress While Planning Retirement (January 17, 2026)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Jan. 10, 2026

John Grisham Has Wills All Wrong; Your Retirement Two-Legged Stool (January 10, 2026)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Dec. 6, 2025

What Does an Elder Law Attorney Do?/What Isn't Your Financial Advisor Telling You? (December 6, 2025)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson
Nov. 29, 2025

Giving Thanks/Retirement Plans and Market Volatility (September 29, 2025)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Nov. 22, 2025

The Pitfalls of Joint Ownership/Piloting Through Market Volatility (November 22, 2025)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Nov. 16, 2025

Four-Legged Beneficiaries/Planning Wiser When Living Longer (November 15, 2025)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Nov. 8, 2025

Turning a Nest Egg Into Retirement Income/An Estate Plan is an Expression of Love (November 8, 2025)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Nov. 1, 2025

The Perfect Person for the Perfect Job/Outliving Your Money (November 1, 2025)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Oct. 25, 2025

Adjusting Your 401-K/Special Needs: Conservatorship vs. Guardianship (October 25, 2025)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Oct. 18, 2025

Finding the Right Financial Planner/3 Things You'll Need if You Need a Nursing Home (October 18, 2025)

Hosts: Elder law and estate planner Kevin Tharpe and financial advisor Gary Anderson
Oct. 12, 2025

Special Needs Month Continues/Preserving Your 401K (October 11, 2025)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Oct. 4, 2025

Choices (October 4, 2025)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.
Sept. 27, 2025

Planning for Post-Retirement Income/Influence of Grandparents on Estate Planning (September 27, 2025)

Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson.