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Finishing Well

Aug 29, 2020

Hans and Robby break down a specific insurance policy on today’s show. This policy allows you to rollover your IRA money into a policy that will not only provide your family a benefit at your death but also provide long term care benefits for you and your spouse. 


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Aug 22, 2020

Robby and Hans talk all about planning for retirement this week, especially as the world around us is changing. 

Almost everyone wants to age at home, but in order to do this, you have to have a plan. Otherwise, it is very unlikely that you will be able to finish your life at your home. 


Don’t forget to get your...

Aug 15, 2020

Medicare with no extra coverage is a problem. One option you have for fixing this problem is a Medicare Advantage plan. Hans goes over what you need to consider when looking at these Part C plans. 


Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon...

Aug 8, 2020

Hans and Robby go over questions Cardinal has gotten about Social Security Spousal benefits, including common law marriages, divorcees, widows, and everything in between!

If you have any questions about your specific situation, feel free to contact Hans and Cardinal for answers! 

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Aug 1, 2020

There are 3 tax benefits you are going to get out of having a Roth IRA in retirement. Hans goes over what these are, as well as what you can do right now, no matter your age, to make sure your IRA and 401k accounts are in a good spot. 


Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for...