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, 2024•28 min•Season 7Ep. 18
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, 2024•29 min•Season 7Ep. 19
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, 2024•29 min•Season 7Ep. 17
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, 2024•29 min•Season 7Ep. 16
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, 2024•28 min•Season 7Ep. 15
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, 2024•29 min•Season 7Ep. 14
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, 2024•29 min•Season 7Ep. 13
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, 2024•28 min•Season 7Ep. 12
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, 2024•28 min•Season 7Ep. 12
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, 2024•28 min•Season 7Ep. 11
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, 2024•29 min•Season 7Ep. 10
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, 2024•28 min•Season 7Ep. 9
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, 2024•29 min•Season 7Ep. 8
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, 2024•29 min•Season 7Ep. 7
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, 2024•29 min•Season 7Ep. 6
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, 2024•29 min•Season 7Ep. 5
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, 2024•28 min•Season 7Ep. 4
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, 2024•29 min•Season 7Ep. 3
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, 2024•29 min•Season 7Ep. 2
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, 2024•29 min•Season 7Ep. 1
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, 2023•29 min•Season 6Ep. 52
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, 2023•29 min•Season 6Ep. 51
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, 2023•28 min•Season 6Ep. 50
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, 2023•29 min•Season 6Ep. 49
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, 2023•28 min•Season 6Ep. 48
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, 2023•28 min•Season 6Ep. 47
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, 2023•29 min•Season 6Ep. 46
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, 2023•29 min•Season 6Ep. 45
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, 2023•29 min•Season 6Ep. 44
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, 2023•28 min•Season 6Ep. 43