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Finishing Well

Business & Economics Podcasts

Finishing Well, brought to you by Cardinalguide.com, with Certified Financial Planner, Hans Scheil. On Finishing Well we will examine topics such as social security, Medicare, IRA’s, Long Term Care, Life Insurance, Investments, and taxes to assist families in finishing well. We will break down all the complicated information around retirement topics to make it easily understandable for everyone: from people who have been planning retirement for years to those who have just started. Join us in learning how to get started Finishing Well! To get more information or free downloads of chapters from Hans' book "The Complete Cardinal Guide to Planning for and Living in Retirement" visit CardinalGuide.com.

Finishing Well, brought to you by Cardinalguide.com, with Certified Financial Planner, Hans Scheil. On Finishing Well we will examine topics such as social security, Medicare, IRA’s, Long Term Care, Life Insurance, Investments, and taxes to assist families in finishing well. We will break down all the complicated information around retirement topics to make it easily understandable for everyone: from people who have been planning retirement for years to those who have just started. Join us in learning how to get started Finishing Well! To get more information or free downloads of chapters from Hans' book "The Complete Cardinal Guide to Planning for and Living in Retirement" visit CardinalGuide.com.

Location:

United States

Description:

Finishing Well, brought to you by Cardinalguide.com, with Certified Financial Planner, Hans Scheil. On Finishing Well we will examine topics such as social security, Medicare, IRA’s, Long Term Care, Life Insurance, Investments, and taxes to assist families in finishing well. We will break down all the complicated information around retirement topics to make it easily understandable for everyone: from people who have been planning retirement for years to those who have just started. Join us in learning how to get started Finishing Well! To get more information or free downloads of chapters from Hans' book "The Complete Cardinal Guide to Planning for and Living in Retirement" visit CardinalGuide.com.

Language:

English

Contact:

919-535-8261


Episodes

70+ IRA Contributions

1/23/2021
The Secure Act made changes to your IRA contributions, especially at ages 70 and 71. If you are at these ages, or are coming up on them, you are going to want a plan in place for your retirement savings. 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 CardinalGuide.com.

Duration:00:27:30

Self-Insuring Long Term Care

1/16/2021
Most clients who come to us saying they are self insured for long term care - but do you really know what this means? Hans goes over what being properly self insured for long term care actually entails!

Duration:00:27:14

Medicare’s 4 Enrollment Periods

1/9/2021
At the beginning of every year, there is a Medicare Advantage Open Enrollment Period. Hans goes over what this period allows Medicare beneficiaries to do, as well as the 3 other periods! 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 CardinalGuide.com.

Duration:00:27:19

Social Security for the New Year

1/2/2021
Almost every year, Social Security beneficiaries get an increase in their checks, called COLA, or the cost of living adjustment. Hans goes over how much that is for 2021 and why it matters to you! 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 CardinalGuide.com.

Duration:00:27:17

Minimum REQUIRED Distributions

12/22/2020
Hans & Robby help us understand this sometimes confusing but very important topic. Just another step in Finishing Well!

Duration:00:27:29

Whole vs Term Life Insurance

12/19/2020
Hans and Robby discuss the two different types of life insurance, Term and Whole, and specially what type you should have in retirement. Hans goes over why you need life insurance in retirement as 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 Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com.

Duration:00:28:17

What Do Annuities Actually Do?

12/12/2020
Hans goes over annuities, specially 3 different types, and how they work for people in retirement. The biggest advantage is that annuities create a guaranteed income for you exactly when you need it. 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 CardinalGuide.com.

Duration:00:28:24

QCD = The Joy of Giving Tax Free

12/5/2020
Hans and Robby discuss QCDs, or Qualified Charitable Distributions. These distributions are a way to give your IRA money, tax free, to the charity of your choice. Find out all the advantages of QCDs 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 Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at...

Duration:00:27:31

Federal Task Force on Long Term Care

11/28/2020
Hans goes over the recent report released by the Department of Treasury about the status of long term care insurance in the United States. He explains what they found, what changes might be made, and what it means for you. 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:00:28:18

Annual Medicare Enrollment Period

11/21/2020
Medicare Annual Open Enrollment ends on December 7th. Hans goes over what you need to make sure you have done before then. 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 CardinalGuide.com.

Duration:00:28:22

Full Retirement Age

11/14/2020
Hans and Robby discuss what exactly full retirement age means for your Social Security benefit. 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 CardinalGuide.com.

Duration:00:27:27

The First Rule of Taxes

11/7/2020
Hans goes over state taxes, social security taxes, pension taxes, estate taxes, and IRA distribution taxes and how they can differ between the state you choose to retire in. 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 CardinalGuide.com.

Duration:00:27:30

The 4 Essential Estate Planning Documents

10/31/2020
Hans and Robby go over the 4 documents you need for estate planning and why they are important!

Duration:00:27:27

Streams Of Income

10/24/2020
Hans and Robby go over a specific long term care policy. They also discuss why long term care is so personal to both of them. 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 CardinalGuide.com.

Duration:00:27:25

Qualifying The Called IRA Investments

10/17/2020
Hans goes over what qualifies as “qualified money”, as well as explains the advantages of this. Then he tells Robby the story of a client he had any how he used his IRA in order to leave the legacy he wanted. 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 CardinalGuide.com.

Duration:00:27:25

Setting The Stage To Finishing Well

10/10/2020
Hans and Robby go over all your options for where to receive long term care when you are older! 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 CardinalGuide.com.

Duration:00:27:25

Medicare AEP: Election Time

10/3/2020
Hans and Robby go over the options you have this Medicare Annual Enrollment season! 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 CardinalGuide.com.

Duration:00:27:14

Signing Up for Medicare

9/26/2020
Hans and Robby go over why you need to prepare before signing up for Medicare, and what some of the pitfalls you might run into. 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 CardinalGuide.com.

Duration:00:27:12

Tax Planning: No Pain, No Gain

9/19/2020
Hans and Robby go over why you need a tax preparer, like a CPA, and a tax planner, like a financial planner and what the differences are between the two. 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 CardinalGuide.com.

Duration:00:27:24

The Halo of Life Insurance

9/12/2020
Hans and Robby explain the halo of life insurance, which is a list of 5 people who cannot touch the money given to your beneficiaries. 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 CardinalGuide.com.

Duration:00:27:20