Truth in Planning

Recent Episodes

Choosing a Financial Advisor for Retirement or Elder Law Attorney (March 2, 2024)

Posted March 2, 2024 • 00:40:50

Elder law attorney Kevin Tharpe and financial planner Gary Anderson outline the important considerations that you need to make as you select experts...

Types of Trusts/Simplifying Your Retirement Plan (February 24, 2024)

Posted February 24, 2024 • 00:40:50

Today, elder law and estate planning attorney Kevin Tharpe examines the difference between revocable and irrevocable trusts; and financial planner Gary...

Inflation and Experience (February 17, 2024)

Posted February 17, 2024 • 00:40:50

It's an election year. How can you election-proof your retirement plan? Elder law and estate planning attorney Kevin Tharpe and financial planner...

Why Probate?/State of Social Security (February 10, 2024)

Posted February 10, 2024 • 00:40:50

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!...

Shielding Savings from Bad News/Estate Plan Check-Up (February 3, 2024)

Posted February 5, 2024 • 00:40:49

Financial planner Gary Anderson discusses how you can protect your retirement savings from bad news, and elder law and estate planning attorney Kevin...