Informações:
Sinopsis
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.
Episodios
-
Long Term Care Annuity
04/05/2024 Duración: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about long term care annuity. 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.
-
IRMA for 2024
27/04/2024 Duración: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about IRMA 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.
-
Take Social Security Early or Wait Until 70?
20/04/2024 Duración: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about should you take social security early, or wait until you're 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.
-
How Much Income Tax Do Retirees Pay?
13/04/2024 Duración: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about when it comes to income tax, how much do retirees pay? 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.
-
Why Estate Planning
06/04/2024 Duración: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about why you should plan out your estate. 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.
-
Turn Your IRA or 401k Into a Pension Check
30/03/2024 Duración: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about how to either turn your 401k or IRA into a pension check. 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.
-
The IRS Wants Their Money
23/03/2024 Duración: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about IRS and how they want your 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.
-
Long Term Care, A Caregiver's Story
16/03/2024 Duración: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about A caregiver's letter. It is a letter written by you to your family, that describes what you want done long term care wise, depending on different scenarios. 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 Part D
09/03/2024 Duración: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about medicare part D.. 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 Statement For 2024
02/03/2024 Duración: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about your social security statement 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.
-
2024 Income Tax Brackets For Roth IRA Conversion
24/02/2024 Duración: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about income tax brackets for Roth IRA conversion 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.
-
Estate & Inheritance Tax Federal & State
17/02/2024 Duración: 28minHans 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 Duración: 28minRobby 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 Duración: 28minRobby 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 Duración: 28minHans 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 Duración: 28minHans 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 Duración: 28minHans 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 Duración: 28minHans 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 Duración: 28minHans 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 Duración: 28minHans 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.