Truth in Planning

Recent Episodes

Investment Volatility in Retirement/Elder Law and Education (June 24, 2023)

Posted June 24, 2023 • 00:40:27

Gary Anderson examines how to deal with volatile investments during your retirement years and dangerous retirement assumptions; Kevin Tharpe looks at...

How and Why to Avoid Probate, Retirement the Perfect Taxation Storm (June 17, 2023)

Posted June 17, 2023 • 00:40:48

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What to Do Before You're Gone/When Should You Draw Social Security (June 10, 2023)

Posted June 14, 2023 • 00:40:47

Today's show: Kevin and Gary discuss the importance of pre-planning and the timing of when you should begin drawing social security.

Difference Between Investing and Planning (June 3, 2023)

Posted June 3, 2023 • 00:41:30

The difference between investing and planning is discussed. Also an examination of the distinction between a will and a trust.

Are You Prepared? Will You Outlive Your Savings? (May 27, 2023)

Posted May 28, 2023 • 00:41:00

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...