Episodes

April 1, 2024

Adversity in the Stock Market/The Cost of Planning vs. the Cost of Not Planning (March 30, 2024)

Think that an estate plan is expensive? Not having one could cost you much more. Elder law attorney Kevin Tharpe examines that, as financial planner Gary Anderson continues his look at riding an up-and-down stock market.
March 23, 2024

Connecting Your Assets/Aggressive or Conservative Investment Strategies (March 23, 2024)

Elder law and estate planning attorney Kevin Tharpe looks at how to connect your bank accounts to your IRAs or estate plans; financial advisor Gary Anderson explores the correct times to apply conservative vs. aggressive investment strategies.
March 20, 2024

Choices Have Consequences/Investing in a Volatile Market (March 16, 2024)

Elder law and estate planning attorney Kevin Tharpe details the consequences of the choices you make when planning your estate; financial planner Gary Anderson begins a series about how to invest in a volatile stock market.
March 9, 2024

Death and Stuff/Inflation-Proof Your Retirement (March 9, 2024)

Elder law and estate planning attorney Kevin Tharpe examines how people change when "death" and "stuff" happen; financial advisor Gary Anderson tells us how to keep inflation from ruining retirement.
March 2, 2024

Choosing a Financial Advisor for Retirement or Elder Law Attorney (March 2, 2024)

Elder law attorney Kevin Tharpe and financial planner Gary Anderson outline the important considerations that you need to make as you select experts to help you in these areas.
Feb. 24, 2024

Types of Trusts/Simplifying Your Retirement Plan (February 24, 2024)

Today, elder law and estate planning attorney Kevin Tharpe examines the difference between revocable and irrevocable trusts; and financial planner Gary Anderson explains how simplifying your retirement plan has many benefits.
Feb. 17, 2024

Inflation and Experience (February 17, 2024)

It's an election year. How can you election-proof your retirement plan? Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson will show how to mimize the effects of an imperfect government. They also examine the difference that experience makes when it comes to choosing an estate planning attorney or financial advisor.
Feb. 10, 2024

Why Probate?/State of Social Security (February 10, 2024)

Elder law and estate planning attorney Kevin Tharpe looks at the downside to probate. It doesn't matter in which state you live, there IS no upside! Also, financial planner Gary Anderson examines the state of our social security system, and how best to hedge your bets on its solvency moving forward.
Feb. 5, 2024

Shielding Savings from Bad News/Estate Plan Check-Up (February 3, 2024)

Financial planner Gary Anderson discusses how you can protect your retirement savings from bad news, and elder law and estate planning attorney Kevin Tharpe looks at how to give your estate plan a check-up.
Jan. 27, 2024

You Never Know/Your 401K and Your Heirs (January 27, 2024)

Elder law and estate planning attorney Kevin Tharpe examines strategies on how to prepare for the unknown; financial planner Gary Anderson looks at your 401K plan and how that can be transferred to the heirs of your estate.
Jan. 20, 2024

Tax Deferral, a Contrary View/Not My Type (January 20, 2024)

On today's show, financial planner Gary Anderson takes a contrary view on tax deferral and elder law and estate planning attorney Kevin Tharpe helps you to determine the right type of trust for you.
Jan. 13, 2024

Putting an "engine under the hood" of your estate vehicle (January 13, 2024)

Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson show you that your final documents may not provide your retirement or estate plan with the engine it needs to function properly.
Jan. 6, 2024

Grandparenting By the Numbers (January 6, 2024)

Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson examine the best ways to provide for grandchildren when it comes to retirement funding and estate planning.
Jan. 1, 2024

You Can't Duck the New Year (December 30, 2023)

Elder law attorney Kevin Tharpe will discuss how to avoid probate; financial planner Gary Anderson explores how you connect the dots when it comes to your taxes. A nursing home future is also examined.
Dec. 23, 2023

The 5 Ds of Retirement Planning/The Keys to Asset Protection (December 23, 2023)

Financial planner Gary Anderson discusses the 5 Ds of retirement planning, while elder law and estate planning attorney Kevin Tharpe looks at the importance of using revokable trusts for your estate.
Dec. 23, 2023

What Happens to My Stuff?/Charitable Giving (December 16, 2023)

Elder law and estate planning attorney Kevin Tharpe looks at what happens to your assets when you die, and how you can prepare its distribution ahead of time; financial planner Gary Anderson examines the art of charitable giving.
Dec. 9, 2023

Freaky Saturday (December 9, 2023)

Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson demonstrate how closely their two fields entwine by switching hats this afternoon, explaining how their services complement the other's.
Dec. 2, 2023

Social Security Upon Retirement/Estate Planning for Your Brady Bunch (December 2, 2023)

Today: Financial planner Gary Anderson explains how the way that you work today will affect your social security situation upon retirement; also, elder law and estate planning attorney Kevin Tharpe talks about how proper estate planning is essential for blended families, with information you'll never get from the Brady Bunch.
Nov. 25, 2023

Inflation's Effect on Retirement; Trust and Taxes (November 25, 2023)

Financial planner Gary Anderson looks at how inflation needs to be figured in to a successful retirement plan; elder law and estate planning attorney Kevin Tharpe talks about the relationship between your trust and taxation.
Nov. 25, 2023

What Elder Law and Retirement Planning Have in Common; Predicting the Duration of Your Retirement (Nov. 18, 2023)

Elder law and estate planning attorney Kevin Tharpe examines how elder law and retirement planning should go together; financial planner Gary Anderson discusses a way to predict how much money you will need to prepare for retirement.
Nov. 11, 2023

Retirement Plan Warning Signs/Why Retirement Planning and Estate Planning Go Together (November 11, 2023)

Financial planner Gary Anderson details the warning signs that could threaten your retirement savings; also elder law and estate planning attorney Kevin Tharpe explains how estate planning and retirement preparations go together.
Oct. 28, 2023

Beneficiary Designation/More Common Retirement Mistakes (October 28, 2023)

Elder law and estate planning attorney Kevin Tharpe looks at the importance of beneficiary designation, and financial planner Gary Anderson continues to examine common retirement mistakes and how they can be avoided.
Oct. 28, 2023

Common Retirement Mistakes/Why We Hate to Wait (October 21, 2023)

Gary Anderson, financial planner, looks at how to avoid common retirement mistakes. Also, elder law and estate planning attorney Kevin Tharpe examines why we hate to wait.
Oct. 16, 2023

Just Do That Then/Retirement Surprises (October 14, 2023)

Elder law and estate planning attorney Kevin Tharpe examines what to do with the documents you have. Financial planner Gary Anderson looks at how best to prepare for retirement surprises.