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Finishing Well

May 28, 2022

Hans and Robby are back again this week with a brand new episode! This week's show is all about the new regulations for 2022 with IRA beneficiaries, as well as a discussion on the ten year rule.

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


Apr 2, 2022

Hans and Robby are back again this week with a brand new episode! This week's show is all about what you can expect if you inherit an IRA. What should you do first, and what about the new tax laws? Those questions and more will be answered, so you've come to the right podcast.

Don’t forget to get your copy of “The...


Feb 19, 2022

Hans and Robby are back again this week with a brand new episode. The discussion turns to Roth IRA's and all the need to know information to help you today, as well as later on down the road.

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


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 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