Finishing Well

  • Autor: Vários
  • Narrador: Vários
  • Editora: Podcast
  • Duração: 47:27:54
  • Mais informações

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

  • Estate & Inheritance Tax Federal & State

    17/02/2024 Duração: 28min

    Hans 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.

  • Single Premium Immediate Annuities

    10/02/2024 Duração: 28min

    Robby 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.

  • Which Beneficiary Are You

    03/02/2024 Duração: 28min

    Robby 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.

  • Long Term Care Life Insurance Purchased With IRA 401K Money

    27/01/2024 Duração: 28min

    Hans 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.

  • Medicare Supplement Plan G

    20/01/2024 Duração: 28min

    Hans 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.

  • Tax On Your Social Security

    13/01/2024 Duração: 28min

    Hans 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.  

  • Retiree Tax Rates, Brackets, And Exemptions For 2024

    06/01/2024 Duração: 28min

    Hans 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.  

  • All 7 Worries

    30/12/2023 Duração: 28min

    Hans 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.

  • 3 Retirement Income Annuities

    23/12/2023 Duração: 28min

    Hans 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.

  • Getting Money Out Of A Roth IRA

    16/12/2023 Duração: 28min

    Hans 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.

  • Long Term Care By The Numbers

    09/12/2023 Duração: 28min

    Hans 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.

  • 2024 Medicare Parts A & B Premiums & Deductibles

    02/12/2023 Duração: 28min

    Hans 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.

  • Social Security Increase For 2024

    25/11/2023 Duração: 28min

    Hans 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.

  • Medicare Tax 2024 IRMA Rates

    18/11/2023 Duração: 28min

    Hans, 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.

  • How To Tax Proof Your IRA or 401K

    11/11/2023 Duração: 28min

    Hans, 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.

  • Sequence Of Returns Risk

    04/11/2023 Duração: 28min

    Hans, 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.

  • Early Distributions of IRAs And 401Ks

    28/10/2023 Duração: 28min

    Hans, 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.

  • Long Term Care Insurance From Your 401k Or IRA

    21/10/2023 Duração: 28min

    Robby 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.

  • Medicare Decision Process

    14/10/2023 Duração: 28min

    Robby 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.

  • Social Security Payback

    07/10/2023 Duração: 28min

    Robby 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.

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