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