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Finishing Well

Apr 25, 2020

With the recently passed tax law, the government created a 5 year window of the lowest taxes in over 40 years. So how do you make the most of this window? Hans and Robby go over some strategies to maximize your money and lose less to taxes! Don’t forget to get your copy of “The Complete Cardinal Guide to Planning...


Apr 18, 2020

Who is your beneficiary? Hans and Robby want to help you answer that question and make sure you have the right answer. Don’t let your money go to the wrong person. 

How much does my beneficiary need? Don’t underestimate this. 

Am I too old to buy life insurance? No, you’re not. Hans goes over multiple clients'...


Apr 11, 2020

We know Medicare Supplements can be confusing, there is a lot of chaos. Hans and Robby break down Medicare and its paths, advantage or supplements. Medicare supplements give the freedom of no networks. We discuss 3 different Medicare Supplement Plans, including one high-deductible plan that is perfect for people...


Apr 4, 2020

This week, Robby and Hans discuss how to make sure you have a plan for finishing well, specifically one that includes home health care. They get into the details of different routes and policies, including the policy that Robby is currently getting. There is peace of mind that comes with having this planned out now, not...