Shows
Truth in PlanningIs Your IRA or 401K Protected?/Avoiding Emotional Investing (June 21, 2025)Hosted by elder law attorney Kevin Tharpe and financial planner Gary Anderson.2025-06-2140 minTruth in PlanningDifferent Money Muscles/Taxes and Estate Planning (May 24, 2025)Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.2025-05-2440 minTruth in PlanningType of Trust Does Not Always Guarantee Protection/How Widows Can Get Back on Track (May 10, 2025)Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.2025-05-2440 minTruth in PlanningDon't Make Assumptions/Power of the Personal Letter (May 17, 2025)Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.2025-05-1740 minTruth in PlanningWhat Kind of Investor Are You?/Keep Ownership of Your Property (May 3, 2025)Hosted by elder law and estate planning attorney, Kevin Tharpe, and financial planner Gary Anderson.2025-05-0340 minTruth in PlanningCan You Protect Your Assets From a Nursing Home/Investing in Your 70s (April 26, 2025)Hosts: Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.2025-04-2740 minTruth in PlanningTax-Free Income for Your Retirement/What Sets Kevin's Advice Apart from Others? (April 19, 2025)Hosted by elder law and estate-planning attorney Kevin Tharpe and financial advisor Gary Anderson.2025-04-2040 minTruth in PlanningConflicts of Interest/Building Your Financial Dream Home (April 12, 2025)Hosted by Kevin Tharpe, elder law and estate planning attorney and financial planner Gary Anderson.2025-04-1240 minTruth in PlanningWho Are Kevin's Clients/Retirement Plans for Women (April 5, 2025)Hosted by elder law attorney Kevin Tharpe and financial planner Gary Anderson.2025-04-0740 minTruth in PlanningWhy Do You Need an Attorney?/Financial Planning for Ladies (March 29, 2025)Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.2025-03-2940 minTruth in PlanningYour Retirement and Long-Term Care/What Does an Elder Law Attorney Do? (March 22, 2025)Hosts: Elder law and estate-planning attorney Kevin Tharpe, financial planner Gary Anderson.2025-03-2240 minTruth in PlanningRebalancing Your Portfolio/Elder Law Nuggets (March 15, 2025)Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.2025-03-1540 minTruth in PlanningGifting/Top Retirement Planning Blunders (March 8, 2025)Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.2025-03-0840 minTruth in PlanningWhen to Take Social Security/Cost of Estate Planning ... and Not (March 1, 2025)Hosted by elder law and estate planner Kevin Tharpe and financial planner Gary Anderson.2025-03-0140 minTruth in PlanningThe Cost of Estate Planning/401Ks and Pension Plans (February 25, 2025)Hosts: Kevin Tharpe, elder law & estate planning attorney, Gary Anderson, financial planner.2025-02-2240 minTruth in PlanningYour Will is Not Enough/How to Build Capital in Your Retirement Portfolio (February 15, 2025)Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.2025-02-1640 minTruth in PlanningWhat the National Debt Means to You (February 8, 2024)Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.2025-02-0840 minTruth in PlanningWhat to Do When Something Happens/Inherited 401Ks (January 18, 2025)Hosts: Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson2025-01-1840 minTruth in PlanningAll About Elder Care/Inherited 401Ks (January 11, 2025)Hosts: Elder law and estate planner Kevin Tharpe and financial planner Gary Anderson.2025-01-1140 minTruth in PlanningWho is Advising You?/New Years Resolutions (January 4, 2025)Hosts: Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.2025-01-0440 minTruth in PlanningEstate Plan Wishes/More on IRAs and 401Ks (December 28, 2024)Hosts: Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.2024-12-2848 minTruth in PlanningWhy Would They Tell Me That?/Required Distributions Explained (December 21, 2024)Hosted by elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson.2024-12-2140 minTruth in PlanningHow Much of Your Portfolio is Tax-Free?/The Steps to a Complete Estate Plan (December 14, 2024)Hosted by elder law and estate-planning attorney Kevin Tharpe and financial planner Gary Anderson.2024-12-1440 minTruth in PlanningProcessing Conflicting Information/Keeping Your 401K in Balance (December 7, 2024)Hosts: Kevin Tharpe, Elder Law and Estate Planning Attorney, and Financial Planner Gary Anderson.2024-12-0740 minTruth in PlanningDon't Be That Person/Providing for Grandchildren (November 30, 2024)Kevin Tharpe, elder law and estate planning attorney, emphasizes the importance of not putting off the setup of your estate planning, and Gary Anderson, financial planner, looks at providing for the needs of your grandchildren as you look ahead to your retirement portfolio.2024-11-3040 minTruth in PlanningEffects of the Election on Your Retirement Plan and Estate Planning Strategies (November 23, 2024)Hosted by elder law attorney and estate planner Kevin Tharpe and financial planner Gary Anderson.2024-11-2540 minTruth in PlanningThe Best Thing Done in the Wrong Way/Will a Roth Help With Retirement Taxes? (November 16, 2024)You try and do your best, but you may be going about it wrong. Also, what are some good tips in using a Roth IRA to help deal with your taxes in retirement? Hosted by elder law and estate planning attorney J. Kevin Tharpe and financial planner Gary Anderson.2024-11-1840 minTruth in PlanningDescending the Mountain/Being Prepared for Long-Term Care (November 9, 2024)On today's show: descending the mountain and preparing for retirement; being prepared for long-term care. Hosts: Financial planner Gary Anderson, and elder law and estate-planning attorney Kevin Tharpe.2024-11-1140 minTruth in PlanningCommon Estate Planning Mistakes/Crises in Retirement Income (November 2, 2024)How to field a rainy day; whether it's mistakes in estate planning, or a crisis in retirement, elder law attorney Kevin Tharpe and financial planner Gary Anderson are here to help.2024-11-0740 minTruth in PlanningConnecting Title to Documents/Interest Rates and Your Retirement (October 26, 2024)How to connect your asset titles to the appropriate documents and the effects of interest rates on your retirement strategy. Hosts: Kevin Tharpe and Gary Anderson.2024-10-2640 minTruth in PlanningLook Back Setbacks/Are You Getting All You Can From Your Social Security? (October 19, 2024)Kevin Tharpe and Gary Anderson look at maximizing your social security benefits, and what lookbacks do to your estate planning.2024-10-2140 minTruth in PlanningSpecial Needs Month (October 12, 2024)Elder law attorney Kevin Tharpe discusses how to plan for care for loved ones with special needs; financial planner Gary Anderson examines the best way to find the financial advisor that's right for you.2024-10-1240 minTruth in PlanningPlanning for the Rest of Their Lives/How Strong is Your 401K? (October 5, 2024)Elder law and estate planning attorney Kevin Tharpe discusses how to plan for caring for your aging parents and special needs loved ones; financial planner Gary Anderson advises on how to gauge the strength of our 401K. Is it strong enough for your retirement?2024-10-0540 minTruth in PlanningWhat Happens to My Stuff?/Where Did You Put Your Retirement Plan? (September 28, 2024)Elder law and estate planning attorney Kevin Tharpe looks at how to ensure that your "stuff" goes where you intend upon your passing; financial planner Gary Anderson explains the importance of knowing what and where your retirement plan is.2024-09-2840 minTruth in PlanningProviding for Special Needs Family Members (September 21, 2024)Elder law and estate planning attorney Kevin Tharpe looks at how to provide for special needs family members when planning your estate; financial planner Gary Anderson provides advice on financial planning.2024-09-2140 minTruth in PlanningOutlasting Your Money/Caring for Surviving Children (September 14, 2024)Financial planner Gary Anderson looks at how planning now will assure that you outlast your financial resources; elder law and estate planning attorney Kevin Tharpe examines how you can title your assets so that they go to your desired family members, regardless of circumstances.2024-09-1440 minTruth in PlanningWhat's Going to Happen to My Stuff?/Avoiding Panic Investing (September 7, 2024)Elder law and estate planning attorney Kevin Tharpe instructs us on how to make sure, through documentation, that our assets are sent where we like upon our death; financial planner Gary Anderson advises us on how not to let panic control our investment choices.2024-09-0740 minTruth in PlanningLabor Day: Getting Your Estate Plan and 401K to Work for You! (August 31, 2024)In honor of the Labor Day weekend, elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson focus on work -- specifically getting your estate plan and 401K to work for you.2024-08-3140 minTruth in PlanningIs Your Fiscal House in Order?/Why Do You Need a Trust? (August 24, 2024)On today's show, financial planner Gary Anderson provides a checklist for putting your retirement finances in order ahead of time. Also, elder law and estate planning attorney Kevin Tharpe reminds you that a will is not effective without a trust.2024-08-2440 minTruth in PlanningCelebrity Estate Plans/ National Debt and Your Retirement (August 17, 2024)Elder law and estate planning attorney Kevin Tharpe looks back on famous celebrity estate plans, and mistakes that were made. Also, financial planner Gary Anderson predicts the effects that the national debt will have on your retirement portfolio.2024-08-1740 minTruth in PlanningA Stress-Free Retirement/Medicaid Planning (August 10, 2024)Financial planner Gary Anderson examines sound strategies towards a stress-free retirement; elder law and estate planning attorney Kevin Tharpe looks at Medicaid planning.2024-08-1240 minTruth in PlanningProbate Law Changes (Part 2)/Changes in Retirement Issues (August 3, 2024)Elder law and estate planning attorney Kevin Tharpe continues his discussion on new probate laws, and financial planner Gary Anderson looks at recent changes in retirement strategies.2024-08-0340 minTruth in PlanningWhen Should You Plan to Retire?/ New Probate Laws (July 27, 2024)Financial planner Gary Anderson compares the advantages and disadvantages between an early and a late retirement, and elder law and estate planning attorney Kevin Tharpe looks at new probate laws and how you could (and should) avoid them.2024-08-0140 minTruth in PlanningRetirement for Women/Multitasking While Estate Planning (July 20, 2024)Financial planner Gary Anderson focuses on women and their retirement needs, while elder law and estate planning attorney Kevin Tharpe looks at doing two things at once when it comes to estate planning.2024-07-2140 minTruth in PlanningWhat Happens to Your Assets When You Die/Taxes and Your Retirement (July 13, 2024)Elder law and estate planning attorney Kevin Tharpe discusses how your assets are handled upon your death, and financial planner Gary Anderson looks at how taxes will affect you in retirement.2024-07-1340 minTruth in PlanningThe Truth About Bitcoin/Questions to Ask About Your Will (July 6, 2024)Financial planner Gary Anderson examines cryptocurrency and the impact and usefulness it can have in your retirement portfolio. Elder law and estate planning attorney Kevin Tharpe provides a checklist of questions that you should be looking at while planning out your will and trust.2024-07-0640 minTruth in PlanningReconciling Advice/National Debt and Your Retirement (June 29, 2024)On today's show, financial planner Gary Anderson looks at our national debt and instructs us on how it will affect our retirement, and elder law and estate planning attorney, Kevin Tharpe explains how to reconcile different ideas when our hired professionals give us conflicting advice.2024-06-2940 minTruth in PlanningHow Much Money Will You Need to Retire/Estate Planning Teambuilding (June 22, 2024)On today's show, financial planner Gary Anderson looks at how you can calculate how much money you will need for a comfortable retirement. Also, elder law and estate planning attorney Kevin Tharpe examines strategies for building an estate planning team.2024-06-2240 minTruth in PlanningWhat to Know About a Nursing Home/How the National Debt Will Affect Your Retirement (June 15, 2024)On today's show, elder law and estate planning attorney Kevin Tharpe looks at the three important things that you need to know if a nursing home is in your future. Also, financial planner Gary Anderson addresses how your retirement will be affected by the national debt.2024-06-2240 minTruth in PlanningThe Estate Planning Two-Step/Supplementing your 401K (June 8, 2024)On today's show: Elder law and estate planning attorney Kevin Tharpe discusses the steps you should be taking while planning your estate; also, financial planner Gary Anderson looks at ways you could supplement the income from your 401-K to provide a comfortable retirement.2024-06-0840 minTruth in PlanningWhat to Do With the Documents You Have/When to Begin Drawing Social Security (June 1, 2024)Elder law and estate planning attorney Kevin Tharpe discusses how different situations require different documents. Also, financial planner Gary Anderson advises on the optimum strategies when it comes to drawing social security.2024-06-0140 minTruth in PlanningRetirement Savings: Perception and Reality/Assumptions and Presumptions (May 25, 2024)Financial planner Gary Anderson discusses the differences between perception and reality when it comes to saving for your retirement; elder law and estate planning attorney Kevin Tharpe examines the concepts of assumption and presumption in relation to estate planning.2024-05-2540 minTruth in PlanningFamily Protection (May 18, 2024)Elder Law and Estate Planning attorney Kevin Tharpe and financial planner Gary Anderson review strategies to protect your spouse and family after your passing.2024-05-1940 minTruth in PlanningDeath Protection/Getting More from Your Retirement Plan (May 4, 2024)Elder law and estate planning attorney Kevin Tharpe discusses how to protect your family effectively upon your death; financial planner Gary Anderson looks at how to maximize the output of your retirement plan.2024-05-0640 minTruth in PlanningWashington, Wall Street and Your Retirement/Asset Protection (April 27, 2024)Financial planner Gary Anderson shows the correlation between government, the economy, and your retirement; elder law and estate planning attorney Kevin Tharpe shows us the best ways to protect our assets.2024-05-0240 minTruth in PlanningPreparing for a Crisis/How will November Elections Affect Your Portfolio? (April 20, 2024)Elder law and estate planning attorney Kevin Tharpe examines strategies to help you to weather the rainy days in life; also financial planner Gary Anderson previews the upcoming election and how each candidate could affect your retirement plan.2024-04-2040 minTruth in PlanningThree Steps to Your Retirement Plan/Protecting Aging Parents (April 13, 2024)Financial planner Gary Anderson outlines the three important steps to your retirement plan, and elder law and estate planning attorney Kevin Tharpe details strategies to financially assist your parents as they age.2024-04-1340 minTruth in PlanningThree Steps to a Complete Plan (April 6, 2024)Elder law and estate planning attorney Kevin Tharpe outlines the three steps to a complete estate plan, and financial planner Gary Anderson continues his examination of how to navigate a retirement account through an uncertain market.2024-04-0740 minTruth in PlanningAdversity in the Stock Market/The Cost of Planning vs. the Cost of Not Planning (March 30, 2024)Think that an estate plan is expensive? Not having one could cost you much more. Elder law attorney Kevin Tharpe examines that, as financial planner Gary Anderson continues his look at riding an up-and-down stock market.2024-04-0140 minTruth in PlanningConnecting Your Assets/Aggressive or Conservative Investment Strategies (March 23, 2024)Elder law and estate planning attorney Kevin Tharpe looks at how to connect your bank accounts to your IRAs or estate plans; financial advisor Gary Anderson explores the correct times to apply conservative vs. aggressive investment strategies.2024-03-2340 minTruth in PlanningChoices Have Consequences/Investing in a Volatile Market (March 16, 2024)Elder law and estate planning attorney Kevin Tharpe details the consequences of the choices you make when planning your estate; financial planner Gary Anderson begins a series about how to invest in a volatile stock market.2024-03-2040 minTruth in PlanningDeath and Stuff/Inflation-Proof Your Retirement (March 9, 2024)Elder law and estate planning attorney Kevin Tharpe examines how people change when "death" and "stuff" happen; financial advisor Gary Anderson tells us how to keep inflation from ruining retirement.2024-03-0940 minTruth in PlanningChoosing a Financial Advisor for Retirement or Elder Law Attorney (March 2, 2024)Elder law attorney Kevin Tharpe and financial planner Gary Anderson outline the important considerations that you need to make as you select experts to help you in these areas.2024-03-0240 minTruth in PlanningTypes of Trusts/Simplifying Your Retirement Plan (February 24, 2024)Today, elder law and estate planning attorney Kevin Tharpe examines the difference between revocable and irrevocable trusts; and financial planner Gary Anderson explains how simplifying your retirement plan has many benefits.2024-02-2440 minTruth in PlanningInflation and Experience (February 17, 2024)It's an election year. How can you election-proof your retirement plan? Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson will show how to mimize the effects of an imperfect government. They also examine the difference that experience makes when it comes to choosing an estate planning attorney or financial advisor.2024-02-1740 minTruth in PlanningWhy Probate?/State of Social Security (February 10, 2024)Elder law and estate planning attorney Kevin Tharpe looks at the downside to probate. It doesn't matter in which state you live, there IS no upside! Also, financial planner Gary Anderson examines the state of our social security system, and how best to hedge your bets on its solvency moving forward.2024-02-1040 minTruth in PlanningShielding Savings from Bad News/Estate Plan Check-Up (February 3, 2024)Financial planner Gary Anderson discusses how you can protect your retirement savings from bad news, and elder law and estate planning attorney Kevin Tharpe looks at how to give your estate plan a check-up.2024-02-0640 minTruth in PlanningYou Never Know/Your 401K and Your Heirs (January 27, 2024)Elder law and estate planning attorney Kevin Tharpe examines strategies on how to prepare for the unknown; financial planner Gary Anderson looks at your 401K plan and how that can be transferred to the heirs of your estate.2024-01-2740 minTruth in PlanningTax Deferral, a Contrary View/Not My Type (January 20, 2024)On today's show, financial planner Gary Anderson takes a contrary view on tax deferral and elder law and estate planning attorney Kevin Tharpe helps you to determine the right type of trust for you.2024-01-2040 minTruth in PlanningPutting an "engine under the hood" of your estate vehicle (January 13, 2024)Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson show you that your final documents may not provide your retirement or estate plan with the engine it needs to function properly.2024-01-1340 min
Ethics and Culture CastEpisode 79: Gary AndersonGary Anderson is interested in all dimensions of Biblical studies. His specialization is in the Hebrew Bible/Old Testament, but because of his interest in the history of interpretation, he also works in Second Temple Judaism and early Christian sources.Special Guest: Gary Anderson.Links:Gary Anderson: Faculty Page — Notre Dame Department of TheologyThat I May Dwell Among Them: Incarnation and Atonement in the Tabernacle Narrative — The Tabernacle Narrative comprises passages in Exodus and Leviticus that detail the construction, furnishing, and liturgical use of the tabernacle. Given its genre and style, the narrative is ofte...2024-01-1242 minTruth in PlanningGrandparenting By the Numbers (January 6, 2024)Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson examine the best ways to provide for grandchildren when it comes to retirement funding and estate planning.2024-01-0640 minTruth in PlanningYou Can't Duck the New Year (December 30, 2023)Elder law attorney Kevin Tharpe will discuss how to avoid probate; financial planner Gary Anderson explores how you connect the dots when it comes to your taxes. A nursing home future is also examined.2024-01-0240 minTruth in PlanningThe 5 Ds of Retirement Planning/The Keys to Asset Protection (December 23, 2023)Financial planner Gary Anderson discusses the 5 Ds of retirement planning, while elder law and estate planning attorney Kevin Tharpe looks at the importance of using revokable trusts for your estate.2023-12-2340 minTruth in PlanningWhat Happens to My Stuff?/Charitable Giving (December 16, 2023)Elder law and estate planning attorney Kevin Tharpe looks at what happens to your assets when you die, and how you can prepare its distribution ahead of time; financial planner Gary Anderson examines the art of charitable giving.2023-12-2340 minTruth in PlanningFreaky Saturday (December 9, 2023)Elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson demonstrate how closely their two fields entwine by switching hats this afternoon, explaining how their services complement the other's.2023-12-0940 minTruth in PlanningSocial Security Upon Retirement/Estate Planning for Your Brady Bunch (December 2, 2023)Today: Financial planner Gary Anderson explains how the way that you work today will affect your social security situation upon retirement; also, elder law and estate planning attorney Kevin Tharpe talks about how proper estate planning is essential for blended families, with information you'll never get from the Brady Bunch.2023-12-0240 minTruth in PlanningInflation's Effect on Retirement; Trust and Taxes (November 25, 2023)Financial planner Gary Anderson looks at how inflation needs to be figured in to a successful retirement plan; elder law and estate planning attorney Kevin Tharpe talks about the relationship between your trust and taxation.2023-11-2540 minTruth in PlanningWhat Elder Law and Retirement Planning Have in Common; Predicting the Duration of Your Retirement (Nov. 18, 2023)Elder law and estate planning attorney Kevin Tharpe examines how elder law and retirement planning should go together; financial planner Gary Anderson discusses a way to predict how much money you will need to prepare for retirement.2023-11-2540 minTruth in PlanningRetirement Plan Warning Signs/Why Retirement Planning and Estate Planning Go Together (November 11, 2023)Financial planner Gary Anderson details the warning signs that could threaten your retirement savings; also elder law and estate planning attorney Kevin Tharpe explains how estate planning and retirement preparations go together.2023-11-1140 minTruth in PlanningBeneficiary Designation/More Common Retirement Mistakes (October 28, 2023)Elder law and estate planning attorney Kevin Tharpe looks at the importance of beneficiary designation, and financial planner Gary Anderson continues to examine common retirement mistakes and how they can be avoided.2023-10-2840 minTruth in PlanningCommon Retirement Mistakes/Why We Hate to Wait (October 21, 2023)Gary Anderson, financial planner, looks at how to avoid common retirement mistakes. Also, elder law and estate planning attorney Kevin Tharpe examines why we hate to wait.2023-10-2841 minTruth in PlanningJust Do That Then/Retirement Surprises (October 14, 2023)Elder law and estate planning attorney Kevin Tharpe examines what to do with the documents you have. Financial planner Gary Anderson looks at how best to prepare for retirement surprises.2023-10-1640 minTruth in PlanningLosing a Loved One/Avoiding Retirement Mistakes (September 30, 2023)Elder law and estate planning attorney Kevin Tharpe examines the process of losing a loved one and more of life's curve balls; financial planner Gary Anderson looks at avoiding and correcting mistakes made when planning for retirement.2023-09-3041 minTruth in PlanningShaping Your Financial Future/Home MattersFinancial planner Gary Anderson discusses the decisions that can shape your financial future; and elder law and estate planning attorney Kevin Tharpe looks at how home matters.2023-09-2340 minTruth in PlanningTaking the Worry out of Retirement/Preparing for Life's SurprisesOn today's show, Gary Anderson shows you how to take the worry out of your retirement planning; and Kevin Tharpe discusses how to be prepared for life's surprises.2023-09-1641 minTruth in PlanningThe Color of Money/A Complete Estate PlanThis week: Kevin Tharpe looks at what it means to have a complete estate plan; Gary Anderson tells you the color of your retirement money2023-09-1643 minTruth in PlanningSafety in Your Retirement PlanningKevin Tharpe discusses how to safely navigate the rollercoaster of elder law planning, and Gary Anderson does the same with your retirement plan.2023-09-0941 minTruth in PlanningPets Are People Too/Choosing a Financial Advisor (August 26, 2023)Elder law and estate planning attorney Kevin Tharpe looks at solid ways to provide for our pets if we should happen to outlive them; financial planner Gary Anderson examines good strategies for choosing a financial advisor.2023-08-2640 minTruth in PlanningWill Your Money Outlive You?/Estate Planning Myths (August 19, 2023)Gary Anderson addresses the strategies you need to employ to be sure that your money outlives you; Kevin Tharpe debunks misinformation about estate planning that he hears from other attorneys and on the web.2023-08-1940 minTruth in PlanningMistakes With IRA Conversions/The One Word That Means Everything (August 12, 2023)Financial planner Gary Anderson discusses common mistakes made when converting IRAs from regular to Roth and the difference between accumulation and distribution. Elder law and estate planning attorney Kevin Tharpe outlines the one word that means everything when it comes to estate planning and elder law.2023-08-1240 minTruth in PlanningOne Word Means Everything/ Roth IRAs, Accumulation vs. Distribution (August 5, 2023)Financial planner Gary Anderson explains the difference between accumulation and distribution, and mistakes to avoid when doing a Roth IRA conversion. Elder Law and Estate Planning attorney Kevin Tharpe looks at the one word that means everything in Elder Law, and the one word that means everything in Estate Planning.2023-08-0542 minTruth in PlanningJoint Ownership and Avoiding Common IRA Mistakes (July 29, 2023)Kevin Tharpe clears up misconceptions about what joint ownership means and also examines beneficiary designations; Gary Anderson relates how to avoid common IRA mistakes.2023-07-3041 minTruth in PlanningHollywood and Estate Planning/More on Taxes in RetirementKevin Tharpe outlines how Hollywood has distorted the process of thorough estate planning and the myth that you will lose your home if you go into a nursing home. Gary Anderson continues to demonstrate how to properly prepare for taxation as you enter your retirement years.2023-07-2240 minTruth in PlanningTaxes in Retirement/The One Thing No One is Talking About (July 15, 2023)Gary Anderson discusses the issue of taxation during retirement and how to plan for this; Kevin Tharpe unpacks the issue of titling.2023-07-2240 minTruth in PlanningTax Forecast: 2026/Access: How, When and WhyGary Anderson looks at the likelihood of taxes going up in the next few years, while Kevin Tharpe examines the importance of access to finances.2023-07-0940 minTruth in PlanningDocuments, Documents, Documents/Taxes and Retirement (July 1, 2023)Kevin Tharpe discusses the importance of documents to your estate plan ... what's needed, and what's safe to share. Gary Anderson addresses how to handle taxable income as you approach and enjoy retirement.2023-07-0141 minTruth in PlanningInvestment Volatility in Retirement/Elder Law and Education (June 24, 2023)Gary Anderson examines how to deal with volatile investments during your retirement years and dangerous retirement assumptions; Kevin Tharpe looks at elder law and education and the three things you need to know as part of that education.2023-06-2440 minTruth in PlanningAre You Prepared? Will You Outlive Your Savings? (May 27, 2023)On this week's show, Kevin and Gary discuss your preparations for your retirement and for your estate. Have you done enough? Will you outlast your savings? Will you have sufficiently prepared for your loved ones and/or the possibility of long-term care?2023-05-2841 minTruth in PlanningWelcome to Truth in PlanningToday's show: Introducing the new Truth in Planning podcast. Meet elder law and estate planning attorney Kevin Tharpe and financial planner Gary Anderson. Learn about their working relationship and their philosophies regarding planning for retirement and the golden years. Future episodes will be podcast versions of their syndicated radio program.2023-04-1921 min