Informações:
Sinopse
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.
Episódios
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5 Examples of Long Term Care With Rates
09/11/2024 Duração: 27minHans and Robby are back again this week with a brand new episode! This week they discuss five examples of long term care with rates. 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.
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Original Medicare Vs. Medicare Advantage
02/11/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week they discuss which path is best for you between original medicare and medicare advantage. 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.
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Social Security Maximization
26/10/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week they discuss maximizing 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.
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Capitalize On Low Tax Rates For 2024 & 2025
19/10/2024 Duração: 27minHans and Robby are back again this week with a brand new episode! This week they discuss how to capitalize on low tax rates for 2024 and 2025. 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.
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A Middle Class Trust
12/10/2024 Duração: 27minHans and Robby are back again this week with a brand new episode! This week they discuss a trust for the middle class. 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.
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Guaranteed Income For Life: A License To Spend
05/10/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week they discuss guaranteed income for life. 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.
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Can't Get Long Term Health Care Insurance Because of Health?
28/09/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week they discuss what can be done for those who can't get long term health care due to health issues. 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.
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Medicare Annual Enrollment 2024
21/09/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week they discuss medicare annual enrollment 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.
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Retirement Plan Decisions Once You Reach 64 1/2
14/09/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week they discuss retirement decisions to make once you reach 64 1/2. 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.
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2024 Tax Planning
07/09/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week they discuss 2024 tax planning. 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.
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Income Tax is The New Estate Tax
31/08/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week they explain how income tax is the new estate tax. 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.
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Annuity Income Rider
24/08/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week they explain annuity income rider. 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.
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Charitable Distribution From IRA - No Income Tax
17/08/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week they discuss charitable distribution from IRAs without income tax. 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.
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The Distinction Between Care Manager And Agency Care Giver
10/08/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week they discuss the distinction between care manager and agency care giver. 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.
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Can You Appeal IRMA?
03/08/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week they look to answer the question, can you appeal IRMA? 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.
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Social Security Trustees Report For 2024
27/07/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about the social security trustees report 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.
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Tax Problems? An IRS Enrolled Agent
20/07/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about tax problems, an IRS enrolled agent. 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.
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See Through Trust For IRA Beneficiaries
13/07/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about see through trust for IRA beneficiaries. 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.
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200 Thousand Dollar Annuity 10 Years Later
06/07/2024 Duração: 28minHans and Robby are back again this week with a brand new episode! This week's discussion is about 200 thousand dollar annuity 10 years later. 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.
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Inherited IRA? Be Smart About Income Tax
29/06/2024 Duração: 29minHans and Robby are back again this week with a brand new episode! This week's discussion is about making smart choices with your income taxes. 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.