Episodes

Sept. 14, 2024

Outlasting Your Money/Caring for Surviving Children (September 14, 2024)

Financial planner Gary Anderson looks at how planning now will assure that you outlast your financial resources; elder law and estate planning attorney Kevin Tharpe examines how you can title your assets so that they go to your desired family members, regardless of circumstances.
Sept. 7, 2024

What's Going to Happen to My Stuff?/Avoiding Panic Investing (September 7, 2024)

Elder law and estate planning attorney Kevin Tharpe instructs us on how to make sure, through documentation, that our assets are sent where we like upon our death; financial planner Gary Anderson advises us on how not to let panic control our investment choices.
Aug. 31, 2024

Labor Day: Getting Your Estate Plan and 401K to Work for You! (August 31, 2024)

In honor of the Labor Day weekend, elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson focus on work -- specifically getting your estate plan and 401K to work for you.
Aug. 24, 2024

Is Your Fiscal House in Order?/Why Do You Need a Trust? (August 24, 2024)

On today's show, financial planner Gary Anderson provides a checklist for putting your retirement finances in order ahead of time. Also, elder law and estate planning attorney Kevin Tharpe reminds you that a will is not effective without a trust.
Aug. 17, 2024

Celebrity Estate Plans/ National Debt and Your Retirement (August 17, 2024)

Elder law and estate planning attorney Kevin Tharpe looks back on famous celebrity estate plans, and mistakes that were made. Also, financial planner Gary Anderson predicts the effects that the national debt will have on your retirement portfolio.
Aug. 11, 2024

A Stress-Free Retirement/Medicaid Planning (August 10, 2024)

Financial planner Gary Anderson examines sound strategies towards a stress-free retirement; elder law and estate planning attorney Kevin Tharpe looks at Medicaid planning.
Aug. 3, 2024

Probate Law Changes (Part 2)/Changes in Retirement Issues (August 3, 2024)

Elder law and estate planning attorney Kevin Tharpe continues his discussion on new probate laws, and financial planner Gary Anderson looks at recent changes in retirement strategies.
Aug. 1, 2024

When Should You Plan to Retire?/ New Probate Laws (July 27, 2024)

Financial planner Gary Anderson compares the advantages and disadvantages between an early and a late retirement, and elder law and estate planning attorney Kevin Tharpe looks at new probate laws and how you could (and should) avoid them.
July 21, 2024

Retirement for Women/Multitasking While Estate Planning (July 20, 2024)

Financial planner Gary Anderson focuses on women and their retirement needs, while elder law and estate planning attorney Kevin Tharpe looks at doing two things at once when it comes to estate planning.
July 13, 2024

What Happens to Your Assets When You Die/Taxes and Your Retirement (July 13, 2024)

Elder law and estate planning attorney Kevin Tharpe discusses how your assets are handled upon your death, and financial planner Gary Anderson looks at how taxes will affect you in retirement.
July 6, 2024

The Truth About Bitcoin/Questions to Ask About Your Will (July 6, 2024)

Financial planner Gary Anderson examines cryptocurrency and the impact and usefulness it can have in your retirement portfolio. Elder law and estate planning attorney Kevin Tharpe provides a checklist of questions that you should be looking at while planning out your will and trust.
June 29, 2024

Reconciling Advice/National Debt and Your Retirement (June 29, 2024)

On today's show, financial planner Gary Anderson looks at our national debt and instructs us on how it will affect our retirement, and elder law and estate planning attorney, Kevin Tharpe explains how to reconcile different ideas when our hired professionals give us conflicting advice.
June 22, 2024

How Much Money Will You Need to Retire/Estate Planning Teambuilding (June 22, 2024)

On today's show, financial planner Gary Anderson looks at how you can calculate how much money you will need for a comfortable retirement. Also, elder law and estate planning attorney Kevin Tharpe examines strategies for building an estate planning team.
June 22, 2024

What to Know About a Nursing Home/How the National Debt Will Affect Your Retirement (June 15, 2024)

On today's show, elder law and estate planning attorney Kevin Tharpe looks at the three important things that you need to know if a nursing home is in your future. Also, financial planner Gary Anderson addresses how your retirement will be affected by the national debt.
June 8, 2024

The Estate Planning Two-Step/Supplementing your 401K (June 8, 2024)

On today's show: Elder law and estate planning attorney Kevin Tharpe discusses the steps you should be taking while planning your estate; also, financial planner Gary Anderson looks at ways you could supplement the income from your 401-K to provide a comfortable retirement.
June 1, 2024

What to Do With the Documents You Have/When to Begin Drawing Social Security (June 1, 2024)

Elder law and estate planning attorney Kevin Tharpe discusses how different situations require different documents. Also, financial planner Gary Anderson advises on the optimum strategies when it comes to drawing social security.
May 25, 2024

Retirement Savings: Perception and Reality/Assumptions and Presumptions (May 25, 2024)

Financial planner Gary Anderson discusses the differences between perception and reality when it comes to saving for your retirement; elder law and estate planning attorney Kevin Tharpe examines the concepts of assumption and presumption in relation to estate planning.
May 19, 2024

Family Protection (May 18, 2024)

Elder Law and Estate Planning attorney Kevin Tharpe and financial planner Gary Anderson review strategies to protect your spouse and family after your passing.
May 15, 2024

Retirement Resilience/The Downside of Joint Ownership

This week: how to make your retirement funding last; why joint ownership isn't always a great idea
May 6, 2024

Death Protection/Getting More from Your Retirement Plan (May 4, 2024)

Elder law and estate planning attorney Kevin Tharpe discusses how to protect your family effectively upon your death; financial planner Gary Anderson looks at how to maximize the output of your retirement plan.
May 2, 2024

Washington, Wall Street and Your Retirement/Asset Protection (April 27, 2024)

Financial planner Gary Anderson shows the correlation between government, the economy, and your retirement; elder law and estate planning attorney Kevin Tharpe shows us the best ways to protect our assets.
April 20, 2024

Preparing for a Crisis/How will November Elections Affect Your Portfolio? (April 20, 2024)

Elder law and estate planning attorney Kevin Tharpe examines strategies to help you to weather the rainy days in life; also financial planner Gary Anderson previews the upcoming election and how each candidate could affect your retirement plan.
April 13, 2024

Three Steps to Your Retirement Plan/Protecting Aging Parents (April 13, 2024)

Financial planner Gary Anderson outlines the three important steps to your retirement plan, and elder law and estate planning attorney Kevin Tharpe details strategies to financially assist your parents as they age.
April 6, 2024

Three Steps to a Complete Plan (April 6, 2024)

Elder law and estate planning attorney Kevin Tharpe outlines the three steps to a complete estate plan, and financial planner Gary Anderson continues his examination of how to navigate a retirement account through an uncertain market.