Preview Mode Links will not work in preview mode

Finishing Well

Jan 29, 2022

This week Hans and Stu Epperson subbing in for Robby discuss QCDs (Qualified Charitable Distributions) and estate planning. They go over important information that you need to know now or down the road.

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


Jan 22, 2022

Hans and Robby take a long term view at the types of concerns you may encounter as you get older. We're talking things like heath care, and finances for example.

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...


Jan 15, 2022

This week Hans and Robby discuss IRMAA aka Income-Related Monthly Adjustment Amount. In layman's terms, it's Medicare tax for high income people.

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...


Jan 8, 2022

Often times in life, it's good to have options. This week Hans and Robby discuss the 3rd option, aka the high deductible Medicare plan G combined with original 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...


Jan 1, 2022

Hans and Robby and guest Tom Griffith discuss Safety, Liquidity, and Growth. How do they relate to each other, and which of the three is most important to your financial well being?

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