Finishing Well - podcast cover

Finishing Well

Truth Networkcardinalguide.com
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, IRA’s, 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.
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Episodes

Financial Planning and Investment Management

Hans and Robby are back again this week with a brand new episode! This week's discussion is about financial planning and investment management. 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 18, 202428 minSeason 7Ep. 18

Tax Deffered Vs. Tax Free

Hans and Robby are back again this week with a brand new episode! This week's discussion is about tax deferred vs tax free. 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 11, 202429 minSeason 7Ep. 19

Long Term Care Annuity

Hans and Robby are back again this week with a brand new episode! This week's discussion is about long term care annuity. 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 04, 202429 minSeason 7Ep. 17

IRMA for 2024

Hans and Robby are back again this week with a brand new episode! This week's discussion is about IRMA 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.

Apr 27, 202429 minSeason 7Ep. 16

Take Social Security Early or Wait Until 70?

Hans and Robby are back again this week with a brand new episode! This week's discussion is about should you take social security early, or wait until you're 70? 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 20, 202428 minSeason 7Ep. 15

How Much Income Tax Do Retirees Pay?

Hans and Robby are back again this week with a brand new episode! This week's discussion is about when it comes to income tax, how much do retirees pay? 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 13, 202429 minSeason 7Ep. 14

Why Estate Planning

Hans and Robby are back again this week with a brand new episode! This week's discussion is about why you should plan out 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.

Apr 06, 202429 minSeason 7Ep. 13

Turn Your IRA or 401k Into a Pension Check

Hans and Robby are back again this week with a brand new episode! This week's discussion is about how to either turn your 401k or IRA into a pension check. 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 30, 202428 minSeason 7Ep. 12

The IRS Wants Their Money

Hans and Robby are back again this week with a brand new episode! This week's discussion is about IRS and how they want your 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 23, 202428 minSeason 7Ep. 12

Long Term Care, A Caregiver's Story

Hans and Robby are back again this week with a brand new episode! This week's discussion is about A caregiver's letter. It is a letter written by you to your family, that describes what you want done long term care wise, depending on different scenarios. 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. Lea...

Mar 16, 202428 minSeason 7Ep. 11

Medicare Part D

Hans and Robby are back again this week with a brand new episode! This week's discussion is about medicare part D.. 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 09, 202429 minSeason 7Ep. 10

Social Security Statement For 2024

Hans and Robby are back again this week with a brand new episode! This week's discussion is about your social security statement 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.

Mar 02, 202428 minSeason 7Ep. 9

2024 Income Tax Brackets For Roth IRA Conversion

Hans and Robby are back again this week with a brand new episode! This week's discussion is about income tax brackets for Roth IRA conversion 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.

Feb 24, 202429 minSeason 7Ep. 8

Estate & Inheritance Tax Federal & State

Hans and Robby are back again this week with a brand new episode! This week's discussion is about federal and state tax for both estate and inheritance. 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 17, 202429 minSeason 7Ep. 7

Single Premium Immediate Annuities

Robby is back again this week with Tom Griffith for a brand new episode! This week's discussion is about single premium immediate annuities. 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 10, 202429 minSeason 7Ep. 6

Which Beneficiary Are You

Robby is back again this week with Tom Griffith for a brand new episode! This week's discussion is which beneficiary are you? 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 03, 202429 minSeason 7Ep. 5

Long Term Care Life Insurance Purchased With IRA 401K Money

Hans and Robby are back again this week with a brand new episode! This week, they discuss how you can purchase long term care life insurance with IRA 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.

Jan 27, 202428 minSeason 7Ep. 4

Medicare Supplement Plan G

Hans and Robby are back again this week with a brand new episode! This week, they discuss the supplement plan G for medicare. 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 20, 202429 minSeason 7Ep. 3

Tax On Your Social Security

Hans and Robby are back again this week with a brand new episode! This week, they discuss the tax on 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.

Jan 13, 202429 minSeason 7Ep. 2

Retiree Tax Rates, Brackets, And Exemptions For 2024

Hans and Robby are back again this week with a brand new episode! This week, they discuss tax rates, brackets, and exemptions for retirees in 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.

Jan 06, 202429 minSeason 7Ep. 1

All 7 Worries

Hans and Robby are back again this week with a brand new episode! This week, they discuss all seven worries in one show. 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 30, 202329 minSeason 6Ep. 52

3 Retirement Income Annuities

Hans and Robby are back again this week with a brand new episode! This week, they discuss the three retirement income annuities. 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 23, 202329 minSeason 6Ep. 51

Getting Money Out Of A Roth IRA

Hans and Robby are back again this week with a brand new episode! This week, they discuss getting money out of a Roth IRA. 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 16, 202328 minSeason 6Ep. 50

Long Term Care By The Numbers

Hans and Robby are back again this week with a brand new episode! This week, they discuss long term care by the numbers. 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 09, 202329 minSeason 6Ep. 49

2024 Medicare Parts A & B Premiums & Deductibles

Hans and Robby are back again this week with a brand new episode! This week, they discuss 2024 medicare parts A & B premiums & deductibles. 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 02, 202328 minSeason 6Ep. 48

Social Security Increase For 2024

Hans and Robby are back again this week with a brand new episode! This week, they discuss the social security increase 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.

Nov 25, 202328 minSeason 6Ep. 47

Medicare Tax 2024 IRMA Rates

Hans, Robby and Tom are back again this week with a brand new episode! This week, they discuss medicare tax IRMA rates 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.

Nov 18, 202329 minSeason 6Ep. 46

How To Tax Proof Your IRA or 401K

Hans, Robby and Tom are back again this week with a brand new episode! This week, they give you all the juicy details on how to tax proof either your IRA or 401K. 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.

Nov 11, 202329 minSeason 6Ep. 45

Sequence Of Returns Risk

Hans, Robby and Tom are back again this week with a brand new episode! This week, they discuss sequence of returns risk. 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.

Nov 04, 202329 minSeason 6Ep. 44

Early Distributions of IRAs And 401Ks

Hans, Robby and Tom are back again this week with a brand new episode! This week, they discuss early distributions of IRAs and 401Ks. 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.

Oct 28, 202328 minSeason 6Ep. 43
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