Hans and Robby are back again this week with a brand new episode! This week, they discuss Heather Schreiber on 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.
Jul 12, 2025•28 min•Season 8Ep. 25
Hans and Robby are back again this week with a brand new episode! This week, they discuss income tax rate 12%, 22%, 24%-leaving money on the Table? 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.
Jul 05, 2025•28 min•Season 8Ep. 25
Hans and Robby are back again this week with a brand new episode! This week, they discuss step up in basis - estate planning - 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.
Jun 28, 2025•28 min•Season 8Ep. 24
Hans and Robby are back again this week with a brand new episode! This week, they discuss how to purchase a monthly income guaranteed 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.
Jun 21, 2025•29 min•Season 8Ep. 23
Hans and Robby are back again this week with a brand new episode! This week, they discuss ROTH IRA's vs cash life insurance. 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.
Jun 14, 2025•27 min•Season 8Ep. 22
Hans and Robby are back again this week with a brand new episode! This week, they discuss how extensive financial planning can include long term care insurance. 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.
Jun 07, 2025•27 min•Season 8Ep. 21
Hans and Robby are back again this week with a brand new episode! This week, they discuss medicare supplement for people over the age of 65 that already have a medicare supplement. 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....
May 31, 2025•28 min•Season 8Ep. 20
Hans and Robby are back again this week with a brand new episode! This week, they discuss the fiduciary duties of a CFP professional. 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.
May 24, 2025•28 min•Season 8Ep. 20
Hans and Robby are back again this week with a brand new episode! This week, they discuss taxable, tax deferred, or tax free retirement savings. 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.
May 17, 2025•27 min•Season 8Ep. 19
Hans and Robby are back again this week with a brand new episode! This week, they define your estate 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.
May 10, 2025•27 min•Season 8Ep. 18
Hans and Robby are back again this week with a brand new episode! This week, they discuss financial asset classes for retirement income. 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.
May 03, 2025•28 min•Season 8Ep. 17
Hans and Robby are back again this week with a brand new episode! This week, they discuss the top IRA rulings of 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.
Apr 26, 2025•28 min•Season 8Ep. 16
Hans and Robby are back again this week with a brand new episode! This week, they discuss long term care insurance with inflation-cost. 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.
Apr 19, 2025•28 min•Season 8Ep. 15
Hans and Robby are back again this week with a brand new episode! This week, they discuss the four steps to medicare and insurance at 65. 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.
Apr 12, 2025•28 min•Season 8Ep. 14
Hans and Robby are back again this week with a brand new episode! This week, they discuss what to know about your 2025 social security statement. 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.
Apr 05, 2025•28 min•Season 8Ep. 13
Hans and Robby are back again this week with a brand new episode! This week, they discuss the seven money worries along with income tax for 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.
Mar 29, 2025•28 min•Season 8Ep. 12
Hans and Robby are back again this week with a brand new episode! This week, they discuss must have documents for estate 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.
Mar 22, 2025•28 min•Season 8Ep. 12
Hans and Robby are back again this week with a brand new episode! This week, they discuss guaranteed retirement income. 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.
Mar 15, 2025•28 min•Season 8Ep. 11
Hans and Robby are back again this week with a brand new episode! This week, they discuss the differences between IRA and 401K money. 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.
Mar 08, 2025•28 min•Season 8Ep. 10
Hans and Robby are back again this week with a brand new episode! This week, they discuss long term care insurance. 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.
Mar 01, 2025•28 min•Season 8Ep. 9
Hans and Robby are back again this week with a brand new episode! This week, they discuss IRMAA aka the medicare surtax for high income retirees for 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.
Feb 22, 2025•28 min•Season 8Ep. 8
Hans and Robby are back again this week with a brand new episode! This week, they discuss the social security fairness act from December of 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.
Feb 15, 2025•28 min•Season 8Ep. 7
Hans and Robby are back again this week with a brand new episode! This week they discuss tax planning for 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.
Feb 08, 2025•28 min•Season 8Ep. 6
Hans and Robby are back again this week with a brand new episode! This week they discuss using life insurance at 65 to plan your estate. 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.
Feb 01, 2025•28 min•Season 8Ep. 5
Hans and Robby are back again this week with a brand new episode! This week they discuss retirement income that lasts a lifetime. 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.
Jan 25, 2025•27 min•Season 8Ep. 4
Hans and Robby are back again this week with a brand new episode! This week they discuss beneficiary decisions for those that inherit IRAs. 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.
Jan 18, 2025•27 min•Season 8Ep. 3
Hans and Robby are back again this week with a brand new episode! This week they discuss purchasing long term care insurance with IRA money. 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.
Jan 11, 2025•28 min•Season 8Ep. 2
Hans and Robby are back again this week with a brand new episode! This week they discuss medicare 101 sign up and insurance. 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.
Jan 04, 2025•28 min•Season 8Ep. 1
Hans and Robby are back again this week with a brand new episode! This week they discuss social security 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.
Dec 28, 2024•28 min•Season 7Ep. 50
Hans and Robby are back again this week with a brand new episode! This week they discuss income tax brackets and rates for 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.
Dec 21, 2024•28 min•Season 7Ep. 49
