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Finishing Well

Jun 30, 2018

Most people have more difficulty accepting the possibility of incapacity than they do facing the reality of their own death. The biggest consequences of failing to plan for long-term care are suffered by the family. This episode will dive into the 4 different types of long-term care insurance, how Medicare covers...

Jun 23, 2018

Proverbs 21:20 says: “The wise store up choice food and olive oil, but fools gulp theirs down.” Today, the fools are the people paying taxes unnecessarily.

Hans and Robby talk about the new tax bill, Qualified Charitable Distributions, and tithing.


Hans also tells the story of a client who got some bad advice...

Jun 16, 2018

“Teach us to number our days,  that we may gain a heart of wisdom.” Recognizing your own mortality and being prepared with life insurance is a gift to your family, giving them financial security when you are gone.


Hans tells the story of a couple of clients who were able to purchase life insurance at 74 years old....

Jun 9, 2018

This week, Hans and Robby discuss investments and income; what to do and especially what not to do. Listen to Hans discuss what happened when one client put all their investment money into gold bars. Hans also tells the story of the strategy Cardinal put into place for clients who had over $100,000 in credit card debt.

Jun 2, 2018

IRAs and 401(k)s are used by retirees to create a pension for life. There are a lot of easy mistakes that can be made that end up costing thousands in taxes and penalties. Beneficiary designations, QCDs, Wills, distributions, and long-term care implications are all discussed by Hans and Robby this week on...