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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Estate & Inheritance Tax Federal & State
17/02/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about federal and state tax for both estate and inheritance. 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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Single Premium Immediate Annuities
10/02/2024 Duração: 28minRobby is back again this week with Tom Griffith for a brand new episode! This week's discussion is about single premium immediate annuities. 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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Which Beneficiary Are You
03/02/2024 Duração: 28minRobby is back again this week with Tom Griffith for a brand new episode! This week's discussion is which beneficiary are you? 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 Life Insurance Purchased With IRA 401K Money
27/01/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, they discuss how you can purchase long term care life insurance with IRA 401k 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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Medicare Supplement Plan G
20/01/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, they discuss the supplement plan G for medicare. 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 On Your Social Security
13/01/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, they discuss the tax on your social security. 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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Retiree Tax Rates, Brackets, And Exemptions For 2024
06/01/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, they discuss tax rates, brackets, and exemptions for retirees in 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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All 7 Worries
30/12/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, they discuss all seven worries in one show. 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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3 Retirement Income Annuities
23/12/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, they discuss the three retirement income annuities. 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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Getting Money Out Of A Roth IRA
16/12/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, they discuss getting money out of a Roth IRA. 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 By The Numbers
09/12/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, they discuss long term care by the numbers. 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 Medicare Parts A & B Premiums & Deductibles
02/12/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, they discuss 2024 medicare parts A & B premiums & deductibles. 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 Increase For 2024
25/11/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, they discuss the social security increase 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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Medicare Tax 2024 IRMA Rates
18/11/2023 Duração: 28minHans, Robby and Tom are back again this week with a brand new episode! This week, they discuss medicare tax IRMA rates 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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How To Tax Proof Your IRA or 401K
11/11/2023 Duração: 28minHans, Robby and Tom are back again this week with a brand new episode! This week, they give you all the juicy details on how to tax proof either your IRA or 401K. 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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Sequence Of Returns Risk
04/11/2023 Duração: 28minHans, Robby and Tom are back again this week with a brand new episode! This week, they discuss sequence of returns risk. 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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Early Distributions of IRAs And 401Ks
28/10/2023 Duração: 28minHans, Robby and Tom are back again this week with a brand new episode! This week, they discuss early distributions of IRAs and 401Ks. 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 From Your 401k Or IRA
21/10/2023 Duração: 28minRobby and Tom are back again this week with a brand new episode! This week, they discuss long term care insurance from your 401k or IRA. 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 Decision Process
14/10/2023 Duração: 28minRobby and Tom are back again this week with a brand new episode! This week, they discuss the medicare decision process. 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 Payback
07/10/2023 Duração: 28minRobby and Tom are back again this week with a brand new episode! This week, they discuss social security payback. 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.