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Finishing Well

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Location:

United States

Language:

English

Contact:

919-535-8261


Episodes

Medicare Alpha-Bits

7/14/2018
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Proverbs 1:20 says “Wisdom calls out in the streets”. It is important to seek this wisdom when there is still time, especially surrounding retirement. This week Hans and Robby give wisdom surrounding Medicare and all its Alpha-Bits. Medicare can be complicated, but it is not that complicated! It is all written out by the government, but the information is hard to decipher. It is also hard to find an unbiased source to explain it. Supplements, parts, plans, and prices; there can be a lot...

Duration:00:26:59

Does Medicare Pay for Long-Term Care?

7/7/2018
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Proverbs Chapter 1 Verse 20 says “Wisdom calls aloud outside.” This episode, Hans and Robby will give you some wisdom to help your family. Medicare does not pay for long-term care insurance, it says this in everyone's Social Security Earnings Report. The message of this episode is not just go out and buy long-term care insurance, the message is that long-term care is a part of your entire financial plan. You need to look at your entire financial situation before figuring out what the...

Duration:00:26:59

Who is going to pay?: Long-term care information

6/30/2018
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Most people have more difficulty accepting the possibility of incapacity than they do facing the reality of their own death. The biggest consequences of failing to plan for long-term care are suffered by the family. This episode will dive into the 4 different types of long-term care insurance, how Medicare covers long-term care, and how to get a plan in place for long-term care coverage. To learn more, or get the long-term care chapters of Hans' book "The Complete Cardinal Guide to...

Duration:00:26:59

Psalm 90:12: Lessons on Life Insurance

6/16/2018
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“Teach us to number our days, that we may gain a heart of wisdom.” Recognizing your own mortality and being prepared with life insurance is a gift to your family, giving them financial security when you are gone. Hans tells the story of a couple of clients who were able to purchase life insurance at 74 years old. After one of them passed, their children realized they would need more to cover expenses when the other one died. Hear what Hans and Cardinal were able to do to help...

Duration:00:26:59

Don’t Go for Gold: Investments & Income

6/9/2018
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This week, Hans and Robby discuss investments and income; what to do and especially what not to do. Listen to Hans discuss what happened when one client put all their investment money into gold bars. Hans also tells the story of the strategy Cardinal put into place for clients who had over $100,000 in credit card debt. 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...

Duration:00:26:59

The Devil and IRAs

6/2/2018
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IRAs and 401(k)s are used by retirees to create a pension for life. There are a lot of easy mistakes that can be made that end up costing thousands in taxes and penalties. Beneficiary designations, QCDs, Wills, distributions, and long-term care implications are all discussed by Hans and Robby this week on “Finishing Well”. 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...

Duration:00:26:59

Till Death Do us Part… B: Medicare

5/26/2018
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On this episode of “Finishing Well”, Hans and Robby discuss Medicare. They go into enrollment dates, how Medicare works with work coverage, and how different spouses are covered. They also delve into Medicare Supplements a little more! 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 and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at...

Duration:00:26:59

Per Diem

5/19/2018
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This week on “Finishing Well”, Hans and Robby answer many questions about Social Security. What does the bible have to say about Social Security? What is the best age to take Social Security? Do you have to wait until Full Retirement Age? Is it ever okay to take Social Security at 62? What are spousal benefits? What about divorced or deceased spouses? Hans and Robby also look at Robby’s personal Social Security Earnings Report. Don’t forget to get your copy of “The Complete Cardinal Guide...

Duration:00:26:59

Where’s the Beef?

5/12/2018
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This week on “Finishing Well”, Hans and Robby get into the “meat” of long-term care. They discuss policies and the actual prices of these policies. Long-term care insurance is not what it was 20 years ago. They also go more in-depth on what self-insurance really means and what short-term care insurance actually covers. Hans discusses a few client stories, specifically Patricia and Caroline, and how they set up a plan for long-term care. With long-term care, the burden is going to fall onto...

Duration:00:26:59

Per Diem

5/5/2018
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This week on “Finishing Well”, Hans and Robby answer many questions about Social Security. What does the bible have to say about Social Security? What is the best age to take Social Security? Do you have to wait until Full Retirement Age? Is it ever okay to take Social Security at 62? What are spousal benefits? What about divorced or deceased spouses? Hans and Robby also look at Robby’s personal Social Security Earnings Report. Don’t forget to get your copy of “The Complete Cardinal...

Duration:00:26:59

Are Your Survivors Protected?

4/28/2018
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This week on “Finishing Well”, Hans and Robby talk about life insurance. A huge part of actually finishing well is making sure you survivors are protected in the event that you pass. The easiest way to do this is life insurance. We talk about kinds of life insurance, the documents you need to have prepared, and much more! 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...

Duration:00:26:59

Risky Business

4/21/2018
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One of the scariest parts of retirement is the idea that you can outlive your money. Is there a way to provide income and security during this time? There is, and annuities are the answer for some people. There are a lot of myths and misinformation out there surrounding annuities, and Hans clears some of that up! Listen to Hans and Robby talk about all of this and more on this week of “Finishing Well”! Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and...

Duration:00:26:59

A Pension for Life

4/14/2018
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Do you know the difference between IRAs and 401(K)s? Do you know the best way to use these? In retirement, creating an income for the rest of your life is important. Retirement savings accounts can help you do this. There are also some other cool things you can do with the money in IRAs, including Qualified Charitable Distributions, creating a tax-free inheritance for loved ones, and even paying for long-term care. Learn all about it with Hans and Robby this week on “Finishing...

Duration:00:26:59

Don't Worry, Be Happy

4/7/2018
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A lot of people worry about Social Security, but do you know why? On this weeks episode, we discuss who should be worried about Social Security and why. Hans and Robby also discuss spousal benefits, benefits after divorce, and Social Security timing, and much more! Information and truth should help alleviate a lot of the worries most people have. To get more information or Hans' books, "The Complete Cardinal Guide to Planning for and Living in Retirement" and the "Workbook, visit...

Duration:00:26:59

Knowledge will set you free… and save you money!

3/31/2018
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This week we are diving further into Medicare, discussing Medicare Supplements and Medicare Advantage Plans. We talk about the differences between the two, how they cover what Medicare doesn’t, and how much they cost. We also discuss the biggest similarity of them both: they don’t cover long-term care! How do you fill the gap that this leaves? How does Medicaid fit into all this? Listen to find out! If you would like to follow along with the show in the book, you can get the books on...

Duration:00:26:59

How prepared are you?

3/24/2018
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Do you have a plan for what you will do if you are unable to take care of yourself? What about a plan for when your parents, spouse, or in-laws are not able to take care of themselves? This week Hans and Robby unmask more of long-term care, how to deal with the thought of morbidity, and how to talk to your parents or spouse about it. What it comes down to is that it is better to deal with this now, before a crisis actually hits. For more info or to get the chapters of the book, visit...

Duration:00:26:59

Render unto Caesar

3/17/2018
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You should pay all the taxes you legally owe, and not one penny more. Taxes can be complicated and scary, especially when you are looking into paying them in retirement. IRMAA? IRAs? Social Security? Medicare? Let us help you! Understand how to have a retirement paying the least amount of tax possible! For more info or to get chapters of the book, visit cardinalguide.com

Duration:00:26:59

The Smart Money

3/10/2018
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This week on "Finishing Well", hosts Hans Scheil and Robby Dilmore discuss savings and investments. Once you hit retirement, how do you create an income for the rest of your life? Are annuities the way to go or not? How do annuities even work? What should you do with your investments during the up and downs of the market? All these questions and more answered this week! To get the chapters of the book or to get any questions answered, visit CardinalGuide.com or call Cardinal Advisors at...

Duration:00:26:59

Life Insurance

3/3/2018
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Duration:00:26:59