Finishing Well

Autor: Vários
Narrador: Vários
Editora: Podcast
Duração: 47:27:54

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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.

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Episódios

Medicare Medigap Policies

13/05/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss medicare medigap policies. 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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Lump Sum Long Term Care

06/05/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss lump sum 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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2026 Taxes

29/04/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss taxes 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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Who Is Your Designated Beneficiary

22/04/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss designated beneficiaries. 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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10 Principles Of Investing Success

15/04/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby go over the 10 principles of investing success. 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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RMD Aggregation

08/04/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby have a discussion about RMD Aggregation. 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 Income Tax

01/04/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby have a discussion about long term care income tax. 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

25/03/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby have a discussion about your social security statement. 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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Hidden Taxes For High Income Retirees

18/03/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss hidden taxes for retirees with a high income. 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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Life Insurance Over 65

11/03/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss important things about life insurance that you should know, when you are over 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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Medicare When Turning 65

04/03/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss important things about medicare that you should know, when you are 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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Guaranteed Income For Life

25/02/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss 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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RMD Strategies

18/02/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss RMD 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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Traditional Long Term Care

11/02/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss traditional 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 Complicated

04/02/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss why medicare is so complicated. 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 7 Worries Of Retirement

28/01/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss the 7 worries of 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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Estate Planning

21/01/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans, and Robby discuss estate planning. 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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An Acceptable Level Of Risk And Reward

14/01/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans and Robby discuss an acceptable level of risk and reward. 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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Do You Know The Difference Between Contribution and Conversion?

07/01/2023 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans, and Robby discuss a particular question. Do you know The difference between contribution and conversion? 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 Concierge

31/12/2022 Duração: 28min

Hans and Robby are back again this week with a brand new episode! This week, Hans, and Robby discuss long term care concierge, and what that can mean for 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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