Truth in Planning

Business

Truth in Planning

by Kevin Tharpe and Gary Anderson

What happens to your stuff when you die? Is a will really enough? How much money do you need to make now to retire comfortably later? Will it be enough to care for a loved one when life changes unexpectedly? These are some of the many questions answered by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson. For better than five years, they've been meeting with radio listeners weekly addressing these pressing issues, and now their insight and truth is available in a weekly podcast. Welcome aboard Truth in Planning!

100 episodes

EN-US language

All Episodes

1

When Elder Law and Estate Planning Meet/Not All Retirement Dollars Are Created Equal (March 28, 2026)

40:50 Mar 28, 2026

2

The Right Tools for the Right Job/Will vs. Trust (March 21, 2026)

40:50 Mar 21, 2026

3

Will Your 401K Fund Your Retirement?/Consequences That Follow Advice You Follow (March 14, 2026)

40:50 Mar 14, 2026

4

Keeping Emotion Out of Your Retirement Planning (March 7, 2026)

40:50 Mar 7, 2026

5

Taxes, Trusts and IRAs/Do You NEED a Financial Planner? (February 28, 2026)

40:50 Feb 28, 2026

6

Is Your Loved One Headed to a Nursing Home?/Retirement is a System, Not a Number (February 21, 2026)

40:51 Feb 21, 2026

7

Do You Own Your Retirement?/How Much Does a Will Cost? (February 14, 2026)

40:51 Feb 14, 2026

8

A Plan for the Unthinkable/Where Should Your Money Be? (February 7, 2026)

40:51 Feb 7, 2026

9

What if Every Day Was Saturday?/Some Things Never Change (January 31, 2026)

40:51 Jan 31, 2026

10

Great Big Beautiful Law Regarding Estate Planning/Are You Ready to Grow Old? (January 24, 2026)

40:50 Jan 24, 2026

11

Kevin the Grinch on Gifting/Minimizing Stress While Planning Retirement (January 17, 2026)

40:51 Jan 17, 2026

12

John Grisham Has Wills All Wrong; Your Retirement Two-Legged Stool (January 10, 2026)

40:50 Jan 10, 2026

13

What Does an Elder Law Attorney Do?/What Isn't Your Financial Advisor Telling You? (December 6, 2025)

40:50 Dec 6, 2025

14

Giving Thanks/Retirement Plans and Market Volatility (September 29, 2025)

40:50 Nov 29, 2025

15

The Pitfalls of Joint Ownership/Piloting Through Market Volatility (November 22, 2025)

40:50 Nov 22, 2025

16

Four-Legged Beneficiaries/Planning Wiser When Living Longer (November 15, 2025)

40:50 Nov 16, 2025

17

Turning a Nest Egg Into Retirement Income/An Estate Plan is an Expression of Love (November 8, 2025)

40:50 Nov 8, 2025

18

The Perfect Person for the Perfect Job/Outliving Your Money (November 1, 2025)

40:50 Nov 1, 2025

19

Adjusting Your 401-K/Special Needs: Conservatorship vs. Guardianship (October 25, 2025)

40:50 Oct 25, 2025

20

Finding the Right Financial Planner/3 Things You'll Need if You Need a Nursing Home (October 18, 2025)

40:44 Oct 18, 2025

21

Special Needs Month Continues/Preserving Your 401K (October 11, 2025)

40:51 Oct 12, 2025

22

Choices (October 4, 2025)

40:50 Oct 4, 2025

23

Planning for Post-Retirement Income/Influence of Grandparents on Estate Planning (September 27, 2025)

40:50 Sep 27, 2025

24

Diagnosis is Not Your Destiny/Retirement Planning for Women (September 20, 2025)

40:50 Sep 20, 2025

25

Fluctuating Spending in Retirement/Who's in Charge of Your Estate Plan? (September 13, 2025)

40:50 Sep 14, 2025

26

Is There a Nursing Home in Your Future?/Thriving, Not Just Surviving, in Retirement (September 6, 2025)

40:50 Sep 6, 2025

27

The Rollercoaster of Retirement/Best Beneficiary for Your Estate (August 30, 2025)

40:50 Aug 30, 2025

28

Elder Law Planning for the Average Guy/Avoiding Retirement Blunders (August 23, 2025)

40:50 Aug 23, 2025

29

The Big, Beautiful Law (August 16, 2025)

40:50 Aug 18, 2025

30

Things That Matter/Making Your 401-K Last Longer (August 9, 2025)

40:50 Aug 9, 2025

31

Phases of Retirement Planning/Misunderstandings Heard from Kevin's Clients (August 2, 2025)

40:50 Aug 2, 2025

32

Seasons of Retirement Planning/How Kevin and Gary Work Together (July 26, 2025)

40:50 Jul 28, 2025

33

Guaranteeing Access/Navigating Market Tides (July 19, 2025)

40:50 Jul 19, 2025

34

A Primer on Probate/How Much Can You Afford to Lose? (July 12, 2024)

40:50 Jul 12, 2025

35

Longevity/Trust in Blended Families (July 5, 2025)

40:50 Jul 5, 2025

36

Rebalancing your Investment Portfolio/Are You Already Protected? (June 28, 2025)

40:50 Jun 28, 2025

37

Is Your IRA or 401K Protected?/Avoiding Emotional Investing (June 21, 2025)

40:50 Jun 21, 2025

38

Different Money Muscles/Taxes and Estate Planning (May 24, 2025)

40:51 May 24, 2025

39

Type of Trust Does Not Always Guarantee Protection/How Widows Can Get Back on Track (May 10, 2025)

40:50 May 24, 2025

40

Don't Make Assumptions/Power of the Personal Letter (May 17, 2025)

40:51 May 17, 2025

41

What Kind of Investor Are You?/Keep Ownership of Your Property (May 3, 2025)

40:50 May 3, 2025

42

Can You Protect Your Assets From a Nursing Home/Investing in Your 70s (April 26, 2025)

40:48 Apr 27, 2025

43

Tax-Free Income for Your Retirement/What Sets Kevin's Advice Apart from Others? (April 19, 2025)

40:51 Apr 19, 2025

44

Conflicts of Interest/Building Your Financial Dream Home (April 12, 2025)

40:50 Apr 12, 2025

45

Who Are Kevin's Clients/Retirement Plans for Women (April 5, 2025)

40:49 Apr 7, 2025

46

Why Do You Need an Attorney?/Financial Planning for Ladies (March 29, 2025)

40:50 Mar 29, 2025

47

Your Retirement and Long-Term Care/What Does an Elder Law Attorney Do? (March 22, 2025)

40:50 Mar 22, 2025

48

Rebalancing Your Portfolio/Elder Law Nuggets (March 15, 2025)

40:50 Mar 15, 2025

49

Gifting/Top Retirement Planning Blunders (March 8, 2025)

40:50 Mar 8, 2025

50

When to Take Social Security/Cost of Estate Planning ... and Not (March 1, 2025)

40:54 Mar 1, 2025

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