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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

The Medicare 10 For 2022

10/16/2021
We have reached part 4 of the Medicare saga. Hans and Robby discuss important information and details about Medicare 10 for next year. 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. Find us on YouTube: Cardinal Advisors.

Duration:00:28:39

Medicare Part C For 2022

10/9/2021
Hans and Robby go over the need to know information for Medicare Part C for the upcoming year. 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. Find us on YouTube: Cardinal Advisors.

Duration:00:28:38

Medicare Part D For 2022

10/2/2021
Hans and Robby go over the need to know information for Medicare Part D for the upcoming year. 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. Find us on YouTube: Cardinal Advisors.

Duration:00:27:41

Medicare 101 The Map

9/25/2021
Feeling lost when it comes to Medicare? Be lost no longer, as Finishing Well presents: Medicare 101-The Map. It's a guide to show you the way. 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. Find us on YouTube: Cardinal Advisors.

Duration:00:27:44

Insurance to Stay in Your Home

9/18/2021
We take a close look at the insurance that allows you to stay in your own home. 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. Find us on YouTube: Cardinal Advisors.

Duration:00:27:44

Social Security Survivor Benefits

9/11/2021
This week, Hans and Robby go over social security survivor benefits, and what all that entails. 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. Find us on YouTube: Cardinal Advisors.

Duration:00:27:41

Standard Deductions

9/4/2021
This week, we're talking the seventh worry, standard deductions on income taxes. 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. Find us on YouTube: Cardinal Advisors.

Duration:00:27:34

Medicare Naked

8/28/2021
We're talking Medicare without supplemental insurance this week. 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. Find us on YouTube: Cardinal Advisors.

Duration:00:27:42

Settle Matters Quickly: Bypass Probate

8/21/2021
Avoid a long-drawn out process and learn how to bypass probate. 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. Find us on YouTube: Cardinal Advisors.

Duration:00:27:41

QCD- Giving with a Purpose

8/14/2021
Hans and Robby talk about charitable giving and how to map out a plan to maximize your donations. 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. Find us on YouTube: Cardinal Advisors.

Duration:00:27:43

Finishing Well: Level Up

8/7/2021
Hans and Robby go over the seven opportunities to level up your retirement plan. 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:00:27:35

Coming Storm

7/31/2021
Hans and Robby discuss Long Term Care 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:00:27:42

Don't Risk It! Avoid Medicare Late Penalties

7/24/2021
Medicare enrollment comes with a lot of deadlines and timelines paired with penalties and taxes if you miss these. There is no reason to fear Medicare penalties, and we can assist to determine if your group coverage is creditable. 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:00:27:40

Social Security: Seven Factors in Decision Making

7/17/2021
Hans and Robby discuss the seven factors that go into planning for Social Security. 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:00:28:16

Hidden Treasure

7/10/2021
Hans and Robby discuss Hidden Treasure. 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:00:28:14

Beginning with the End in Mind: Life Insurance

7/3/2021
Begin with the end in mind. Hans and Robby go over the difficult, but necessary topic of life insurance for retirees. 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:00:27:40

Retirement Income: Buckets of Money

6/26/2021
Hans and Robby discuss the Buckets of Income Strategy. 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:00:27:44

401K to Fund Long-Term Care

6/19/2021
Hans and Robby discuss Hybrid Long Term Care. 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:00:27:45

Hybrid Long Term Care

6/12/2021
Hans and Robby discuss Hybrid Long Term Care. 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:00:27:44

IRMAA: Medicare Tax

6/5/2021
Hans and Robby discuss IRMAA, an added fee that surprises many retirees. 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:00:27:47