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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![Social Security Federal Income Tax (Revisited)]()
Social Security Federal Income Tax (Revisited)
30/09/2023 Duração: 27minThe Following Episode is a Rerun. This week, Hans and Robby discuss social security federal income tax, and how you can manage your money to have a low income tax 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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![Income Tax For Life Insurance Annuities And Hybrid Long Term Care]()
Income Tax For Life Insurance Annuities And Hybrid Long Term Care
23/09/2023 Duração: 28minHans, Robby and Tom are back again this week with a brand new episode! This week, they discuss income tax for life insurance annuities and hybrid long term care. 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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![Estate Planning For The Surviving Spouse]()
Estate Planning For The Surviving Spouse
16/09/2023 Duração: 27minHans, Robby and Tom are back again this week with a brand new episode! This week, they discuss estate planning for the surviving spouse. 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 Buckets Of Money]()
3 Buckets Of Money
09/09/2023 Duração: 28minHans, Robby and Tom are back again this week with a brand new episode! This week, they discuss 3 buckets of money, guaranteed income for life. 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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![Changes In The 10 Year Rule For IRAs]()
Changes In The 10 Year Rule For IRAs
02/09/2023 Duração: 28minHans, Robby and Tom are back again this week with a brand new episode! This week, they discuss 10 year rule changes for IRAs. 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 Long View Of Long Term Care]()
The Long View Of Long Term Care
26/08/2023 Duração: 28minHans, Robby and Tom are back again this week with a brand new episode! This week, they discuss the long view of long term care. 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 Supplements Versus Medicare Advantage]()
Medicare Supplements Versus Medicare Advantage
19/08/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, Hans, Robby and Tom Griffin discuss the advantages of 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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![Running Out Of Money Late In Life]()
Running Out Of Money Late In Life
12/08/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, Hans, Robby and Tom Griffin discuss running out of money late in life. 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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![You Make A Lot Of Money Tax]()
You Make A Lot Of Money Tax
05/08/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, Hans, Robby and Tom Griffin discuss taxes for those with beaucoup bucks. 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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![Special Needs Trust]()
Special Needs Trust
29/07/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, Hans, Robby and Tom Griffin discuss special needs trust. 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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![Rollover 401k]()
Rollover 401k
22/07/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, Hans, Robby and Tom Griffin discuss rolling over 401ks and more. 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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![ED Slot 401K Tax Strategy]()
ED Slot 401K Tax Strategy
15/07/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss ED slot 401k strategies. 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]()
Long Term Care Life Insurance
08/07/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss long term care 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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![Medicare Simplified]()
Medicare Simplified
01/07/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss simplifying the medicare 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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![Starting Social Security Early]()
Starting Social Security Early
24/06/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss scenarios where you might want to start your social security early. 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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![HSA And Medicare]()
HSA And Medicare
17/06/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss health savings account and 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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![IRA 401K Equals Lousy Estate Planning Strategy]()
IRA 401K Equals Lousy Estate Planning Strategy
10/06/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss lousy estate planning strategy via IRA 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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![Tax Free Income For Life At 70 And Beyond]()
Tax Free Income For Life At 70 And Beyond
03/06/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss tax free income for life at 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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![Back Door Roth IRA Strategy]()
Back Door Roth IRA Strategy
27/05/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss a back door Roth IRA strategy. 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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![Pays For Your Care and Pays Your Heirs]()
Pays For Your Care and Pays Your Heirs
20/05/2023 Duração: 28minHans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss paying for your long term care while also paying your heirs. 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.
