Truth in Planning

Recent Episodes

Processing Conflicting Information/Keeping Your 401K in Balance (December 7, 2024)

Posted December 7, 2024 • 00:40:51

Hosts: Kevin Tharpe, Elder Law and Estate Planning Attorney, and Financial Planner Gary Anderson.

Don't Be That Person/Providing for Grandchildren (November 30, 2024)

Posted November 30, 2024 • 00:40:50

Kevin Tharpe, elder law and estate planning attorney, emphasizes the importance of not putting off the setup of your estate planning, and Gary Anderson,...

Effects of the Election on Your Retirement Plan and Estate Planning Strategies (November 23, 2024)

Posted November 24, 2024 • 00:40:50

Hosted by elder law attorney and estate planner Kevin Tharpe and financial planner Gary Anderson.

The Best Thing Done in the Wrong Way/Will a Roth Help With Retirement Taxes? (November 16, 2024)

Posted November 18, 2024 • 00:40:50

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?...

Descending the Mountain/Being Prepared for Long-Term Care (November 9, 2024)

Posted November 10, 2024 • 00:40:54

On today's show: descending the mountain and preparing for retirement; being prepared for long-term care. Hosts: Financial planner Gary Anderson,...