Truth in Planning

Recent Episodes

Safety in Your Retirement Planning

Posted September 9, 2023 • 00:41:25

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Pets Are People Too/Choosing a Financial Advisor (August 26, 2023)

Posted August 26, 2023 • 00:40:51

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...

Will Your Money Outlive You?/Estate Planning Myths (August 19, 2023)

Posted August 19, 2023 • 00:40:50

Gary Anderson addresses the strategies you need to employ to be sure that your money outlives you; Kevin Tharpe debunks misinformation about estate...

Mistakes With IRA Conversions/The One Word That Means Everything (August 12, 2023)

Posted August 12, 2023 • 00:40:48

Financial planner Gary Anderson discusses common mistakes made when converting IRAs from regular to Roth and the difference between accumulation and...

One Word Means Everything/ Roth IRAs, Accumulation vs. Distribution (August 5, 2023)

Posted August 5, 2023 • 00:42:29

Financial planner Gary Anderson explains the difference between accumulation and distribution, and mistakes to avoid when doing a Roth IRA conversion....