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Finishing Well

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Location:

United States

Language:

English

Contact:

919-535-8261


Episodes

The Riches of a Glorious Inheritance: Dissecting Life Insurance

11/17/2018
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Ephesians 1:18 says “he eyes of your understanding being enlightened; that ye may know what is the hope of his calling, and what the riches of the glory of his inheritance in the saints”. We see a lot about inheritance in the bible, but what does this mean in our everyday life? We need to look after our family after we die, and one way to do this is to provide them with financial security, which can come in the form of life insurance. While it is easy to decide in your younger years to...

Duration:00:29:47

The First Shall Be Last and the Last Shall Be First: IRAs

11/10/2018
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It is “Finishing Well”s” first LIVE show. This week, Hans and Robby visited Peace Church in Durham, NC to discuss IRAs, and go more into depth about Qualified Charitable Distributions. Robby discusses Matthew: 20, the parable of the day laborer. The story is basically that a landowner whent to hire workers in the morning for his vineyard and offered them to pay thema denarius for the day. 2 hours later, he got another group to come to work, and then he got another group, with one hour...

Duration:00:26:59

The Measure You Use: Social Security Timing

11/3/2018
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In Luke 6:41, Jesus says “give, and it will be given to you. Good measure, pressed down, shaken together, running over, will be put into your lap. For with the measure you use it will be measured back to you.” Have you ever considered this with your own personal Social Security? This is the question Hans and Robby answer in this week's episode. Social Security is the pillar of many peoples retirement income, so the check needs to be as large as you can get it to be. The idea of Social...

Duration:00:26:59

Annual Enrollment: Medicare Supplements vs Medicare Advantage

10/27/2018
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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 Amazon...

Duration:00:26:59

Examining Medicare: Extra Help, Veterans Benefits, and Everything In Between

10/20/2018
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Robby starts off this week by talking about his mom, and when Medicare stopped paying for her hospital stay. Hans talks about why this was not covered and what all Parts of Medicare cover. Part A, Part B, Part C, and Part D, all cover different services. If you have some of these Parts, you will not need others. Robby also talks about his mother-in-law who has extra help. Hans explains what this program is, how it helps people who can’t afford all of Medicare, and the difference between...

Duration:00:26:59

Medicare Annual Enrollment: Do I have to eat the apple?

10/13/2018
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Medicare Annual Enrollment is upon us, but do you really need to do anything? Hans and Robby discuss the 5 decisions Medicare beneficiaries need to make every fall. Make sure to listen, because the first decision is usually skipped! 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

You Can’t Save Yourself: Discussions on Long-Term Care

10/6/2018
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In Acts 7:54-60, the people were so mad at Stephen, that he was stoned to death. Buy what did Stephen say that angered the people so badly? He told them you can’t save yourself. When finishing well, it is so important to remember this lesson. In the last months or years of your life, the likelihood is that you will not be able to do everything yourself. While many people have family come in and help them, like Robby talks about doing with his father, sometimes it is the better option to...

Duration:00:26:59

Context Debate: Investment Income

9/29/2018
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You hear many people quote Philippians 4:13 “I can do all this through him who gives me strength.” It is more rare that you hear what comes right before us, Philippians 4:12” I know what it is to be in need, and I know what it is to have plenty. I have learned the secret of being content in any and every situation, whether well fed or hungry, whether living in plenty or in want.” Christ has given Paul contentment. Contentment is a big issue when it comes to red and green money. Paul might...

Duration:00:26:59

Bigger Barns are Us: Breaking Down Estate Planning

9/22/2018
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Luke chapter 12 says “But God said to him, ‘You fool! This very night your life will be demanded from you. Then who will get what you have prepared for yourself? This is how it will be with whoever stores up things for themselves but is not rich toward God.” Estate planning, or taking care of your family, is part of the scripture. So what is the best way to do this before you die? The first step in estate planning is making sure you have all the proper estate documents set up and...

Duration:00:26:59

IRA Urban Legends

9/15/2018
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An urban legend is an often lurid story or anecdote that is based on hearsay and widely circulated as true. This week, continuing with the theme of urban legends, Hans and Robby discuss IRAS. Should you wait until 70 ½ to take out any Required Minimum Distributions? Doesn't this mean you pay less taxes? Does your Last Will and Testament drive IRA distributions at your death? Listen and find out if what you’ve heard is true! Don’t forget to get your copy of “The Complete Cardinal...

Duration:00:26:59

Social Security Urban Legends

9/8/2018
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There are many misconceptions about Social Security out there. Hans and Robby break down a few of those this episode, including: Get the answers to these questions and more in this week's episode! 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:00:26:59

Medicare Urban Legends

9/1/2018
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This week Hans and Robby answer questions about all the urban legends related to Medicare including: Is the donut hole important?What are all the Parts and how do they work together?When do you sign up for Medicare if you are still working?What about a Medicare Supplement?How much does it cost?How many parts are there?What is extra help?What is better, Medicare Supplement or Medicare Advantage? A lot of questions are answered this week, listen in to make sure you know all the...

Duration:00:26:59

Medicaid Urban Legends

8/25/2018
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Jeremiah 6:16 says “ This is what the Lord says: ‘Stand at the crossroads and look; ask for the ancient paths, ask where the good way is, and walk in it, and you will find rest for your souls.’” A lot of people planning for long-term care don’t ask where the good way is. This week, Hans and Robby discuss misconceptions, or urban legends, surrounding how Medicaid pays for long-term care. While Medicaid will pay for long-term care, it takes a lot to get to this point, and giving away all your...

Duration:00:26:59

A Tax for Every Season

8/18/2018
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Ecclesiastes 3 says “There is a time for everything, and a season for every activity under the heavens”. Everyone knows about tax season, but it is important to look at your finances and taxes every season, not just in the spring every year. This week, Hans and Robby discusses more in-depth topics regarding axes, including QCDs, capital gains taxes, itemization, and more. They even answer a listen question on air! Taxes affect every aspect in retirement. You have to look at all of this...

Duration:00:26:59

Counting the Cost of Your Death: How does it affect your family?

8/11/2018
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You might be in a different season of your life, you are not completely financially supporting your children and family anymore, but there is still an immediate need for money at your passing. Hans explains why $25,000 is the minimum amount he recommends to cover these immediate costs. While you have a Will to dictate how your assets are going to be split, the life insurance comes in to pay the bills while your family is working all of this out. Hans even tells the story of his sister who...

Duration:00:26:59

Manna Money: Investments and Income

8/4/2018
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God provided for the Israelites in the dessert with manna so they did not have to worry. Even in retirement, life and bills keep coming, but there is a way to stop this worry. Hans and Robby discuss how annuities can be the solution to this worry. If you think you are going to live a short life, buy life insurance, if you think you are going to live a long life, buy an annuity. Hans explains investments, returns, and why getting an annuity might be the best decision you can make in...

Duration:00:26:59

Law & Grace: IRAs

7/28/2018
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The government wants their money, and they are going to get their money, whether it is from you or your heirs. RMDs = Required Minimum Distribution or is it Really Motivated Distribution? Hans and Robby discuss reasons to take your Really Motivated Distributions early and late this week. One really motivated way involves building up your Social Security benefit. Another really motivated distributions allows you to give to the Church, or other charities, tax free. Don’t forget to get your...

Duration:00:26:00

Social Security: The Narrow Way

7/21/2018
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When should you take Social Security? There is a lot of conflicting information out there, but Hans and Robby break down the answer to this question today. Social Security decisions are irreversible and you don’t want to do something you will regret. Everyone’s situation is different, and it is important to sit down and think through all of your options. 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...

Duration:00:26:59

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 best...

Duration:00:26:59