Finishing Well
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 47:32:03
- More information
Informações:
Synopsis
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.
Episodes
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Special Needs Trust
29/07/2023 Duration: 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
22/07/2023 Duration: 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
15/07/2023 Duration: 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
08/07/2023 Duration: 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
01/07/2023 Duration: 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
24/06/2023 Duration: 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
17/06/2023 Duration: 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
10/06/2023 Duration: 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
03/06/2023 Duration: 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
27/05/2023 Duration: 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
20/05/2023 Duration: 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.
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Medicare Medigap Policies
13/05/2023 Duration: 28minHans 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 Duration: 28minHans 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 Duration: 28minHans 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 Duration: 28minHans 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 Duration: 28minHans 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 Duration: 28minHans 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 Duration: 28minHans 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 Duration: 28minHans 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 Duration: 28minHans 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.