Episodes
March 15, 2025
Rebalancing Your Portfolio/Elder Law Nuggets (March 15, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
March 8, 2025
Gifting/Top Retirement Planning Blunders (March 8, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
March 1, 2025
When to Take Social Security/Cost of Estate Planning ... and Not (March 1, 2025)
Hosted by elder law and estate planner Kevin Tharpe and financial planner Gary Anderson.
Feb. 22, 2025
The Cost of Estate Planning/401Ks and Pension Plans (February 25, 2025)
Hosts: Kevin Tharpe, elder law & estate planning attorney, Gary Anderson, financial planner.
Feb. 16, 2025
Your Will is Not Enough/How to Build Capital in Your Retirement Portfolio (February 15, 2025)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Feb. 8, 2025
What the National Debt Means to You (February 8, 2024)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Jan. 18, 2025
What to Do When Something Happens/Inherited 401Ks (January 18, 2025)
Hosts: Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson
Jan. 11, 2025
All About Elder Care/Inherited 401Ks (January 11, 2025)
Hosts: Elder law and estate planner Kevin Tharpe and financial planner Gary Anderson.
Jan. 4, 2025
Who is Advising You?/New Years Resolutions (January 4, 2025)
Hosts: Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Dec. 28, 2024
Estate Plan Wishes/More on IRAs and 401Ks (December 28, 2024)
Hosts: Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Dec. 21, 2024
Why Would They Tell Me That?/Required Distributions Explained (December 21, 2024)
Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.
Dec. 14, 2024
How Much of Your Portfolio is Tax-Free?/The Steps to a Complete Estate Plan (December 14, 2024)
Hosted by elder law and estate-planning attorney Kevin Tharpe and financial planner Gary Anderson.
Dec. 7, 2024
Processing Conflicting Information/Keeping Your 401K in Balance (December 7, 2024)
Hosts: Kevin Tharpe, Elder Law and Estate Planning Attorney, and Financial Planner Gary Anderson.
Nov. 30, 2024
Don't Be That Person/Providing for Grandchildren (November 30, 2024)
Kevin Tharpe, elder law and estate planning attorney, emphasizes the importance of not putting off the setup of your estate planning, and Gary Anderson, financial planner, looks at providing for the needs of your grandchildren as you look ahead to your retirement portfolio.
Nov. 24, 2024
Effects of the Election on Your Retirement Plan and Estate Planning Strategies (November 23, 2024)
Hosted by elder law attorney and estate planner Kevin Tharpe and financial planner Gary Anderson.
Nov. 18, 2024
The Best Thing Done in the Wrong Way/Will a Roth Help With Retirement Taxes? (November 16, 2024)
You try and do your best, but you may be going about it wrong. Also, what are some good tips in using a Roth IRA to help deal with your taxes in retirement? Hosted by elder law and estate planning attorney J. Kevin Tharpe and financial planner Gary Anderson.
Nov. 10, 2024
Descending the Mountain/Being Prepared for Long-Term Care (November 9, 2024)
On today's show: descending the mountain and preparing for retirement; being prepared for long-term care. Hosts: Financial planner Gary Anderson, and elder law and estate-planning attorney Kevin Tharpe.
Nov. 7, 2024
Common Estate Planning Mistakes/Crises in Retirement Income (November 2, 2024)
How to field a rainy day; whether it's mistakes in estate planning, or a crisis in retirement, elder law attorney Kevin Tharpe and financial planner Gary Anderson are here to help.
Oct. 26, 2024
Connecting Title to Documents/Interest Rates and Your Retirement (October 26, 2024)
How to connect your asset titles to the appropriate documents and the effects of interest rates on your retirement strategy. Hosts: Kevin Tharpe and Gary Anderson.
Oct. 20, 2024
Look Back Setbacks/Are You Getting All You Can From Your Social Security? (October 19, 2024)
Kevin Tharpe and Gary Anderson look at maximizing your social security benefits, and what lookbacks do to your estate planning.
Oct. 12, 2024
Special Needs Month (October 12, 2024)
Elder law attorney Kevin Tharpe discusses how to plan for care for loved ones with special needs; financial planner Gary Anderson examines the best way to find the financial advisor that's right for you.
Oct. 5, 2024
Planning for the Rest of Their Lives/How Strong is Your 401K? (October 5, 2024)
Elder law and estate planning attorney Kevin Tharpe discusses how to plan for caring for your aging parents and special needs loved ones; financial planner Gary Anderson advises on how to gauge the strength of our 401K. Is it strong enough for your retirement?
Sept. 28, 2024
What Happens to My Stuff?/Where Did You Put Your Retirement Plan? (September 28, 2024)
Elder law and estate planning attorney Kevin Tharpe looks at how to ensure that your "stuff" goes where you intend upon your passing; financial planner Gary Anderson explains the importance of knowing what and where your retirement plan is.
Sept. 21, 2024
Providing for Special Needs Family Members (September 21, 2024)
Elder law and estate planning attorney Kevin Tharpe looks at how to provide for special needs family members when planning your estate; financial planner Gary Anderson provides advice on financial planning.