Informações:
Sinopse
Finishing Well, brought to you by Cardinalguide.com, with Certified Financial Planner, Hans Scheil. On Finishing Well we will examine topics such as social security, Medicare, IRAs, Long Term Care, Life Insurance, Investments, and taxes to assist families in finishing well. We will break down all the complicated information around retirement topics to make it easily understandable for everyone: from people who have been planning retirement for years to those who have just started. Join us in learning how to get started Finishing Well! To get more information or free downloads of chapters from Hans' book "The Complete Cardinal Guide to Planning for and Living in Retirement" visit CardinalGuide.com.
Episódios
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200 Thousand Dollar Annuity 10 Years Later
06/07/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about 200 thousand dollar annuity 10 years later. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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Inherited IRA? Be Smart About Income Tax
29/06/2024 Duração: 29minHans and Robby are back again this week with a brand new episode! This week's discussion is about making smart choices with your income taxes. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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Long Term Care Insurance Pay For It Yourself
22/06/2024 Duração: 29minHans and Robby are back again this week with a brand new episode! This week's discussion is about paying for long term care insurance yourself. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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Medicare Knowledge if You're 65
15/06/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion covers knowledge about medicare if you're 65. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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Milestone Ages In Retirement
08/06/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about milestone ages in retirement. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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2026 Tax Increase
01/06/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about the tax increase for 2026. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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Irrevocable Life Insurance
25/05/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about irrevocable life insurance. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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Financial Planning and Investment Management
18/05/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about financial planning and investment management. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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Tax Deffered Vs. Tax Free
11/05/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about tax deferred vs tax free. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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Long Term Care Annuity
04/05/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about long term care annuity. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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IRMA for 2024
27/04/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about IRMA for 2024. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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Take Social Security Early or Wait Until 70?
20/04/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about should you take social security early, or wait until you're 70? Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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How Much Income Tax Do Retirees Pay?
13/04/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about when it comes to income tax, how much do retirees pay? Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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Why Estate Planning
06/04/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about why you should plan out your estate. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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Turn Your IRA or 401k Into a Pension Check
30/03/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about how to either turn your 401k or IRA into a pension check. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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The IRS Wants Their Money
23/03/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about IRS and how they want your money. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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Long Term Care, A Caregiver's Story
16/03/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about A caregiver's letter. It is a letter written by you to your family, that describes what you want done long term care wise, depending on different scenarios. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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Medicare Part D
09/03/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about medicare part D.. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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Social Security Statement For 2024
02/03/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about your social security statement for 2024. . Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.
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2024 Income Tax Brackets For Roth IRA Conversion
24/02/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about income tax brackets for Roth IRA conversion for 2024. Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.