Finishing Well

  • Autor: Vários
  • Narrador: Vários
  • Editor: Podcast
  • Duración: 47:01:34
  • Mas informaciones

Informações:

Sinopsis

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, IRAs, 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.

Episodios

  • Comprehensive Financial Plan

    18/10/2025 Duración: 27min

    Hans and Robby are back again this week with a brand new episode! This week, they discuss comprehensive financial 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. Find us on YouTube: Cardinal Advisors.

  • Medicare Insurance Market Disruption

    11/10/2025 Duración: 28min

    Hans and Robby are back again this week with a brand new episode! This week, they discuss medicare insurance market disruption.  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.

  • One Big Beautiful Bill Act of 2025 OBBBA

    04/10/2025 Duración: 28min

    Hans and Robby are back again this week with a brand new episode! This week, they discuss the one big beautiful bill act of 2025 aka OBBBA. 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.

  • Alternative To Fixed Income - Asset Allocation

    27/09/2025 Duración: 28min

    Hans and Robby are back again this week with a brand new episode! This week, they discuss the an alternative to fixed income with asset allocation.  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.

  • Are You A 401k Millionaire? Planned For The Taxes?

    20/09/2025 Duración: 28min

    Hans and Robby are back again this week with a brand new episode! This week, they discuss the question, are you a 401k millionaire.  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.

  • Retirement Income Planning With Wade Pfau

    13/09/2025 Duración: 28min

    Hans and Robby are back again this week with a brand new episode! This week, they discuss retirement income planning.  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.

  • Traditional LTC vs Hybrid Life/LTC

    06/09/2025 Duración: 27min

    Hans and Robby are back again this week with a brand new episode! This week, they discuss social security trust fund accounting.  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.

  • IRMAA-Medicare Tax High Income People

    30/08/2025 Duración: 27min

    Hans and Robby are back again this week with a brand new episode! This week, they discuss medicare tax for those with a high income.  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.

  • Social Security Trust Fund Accounting

    23/08/2025 Duración: 28min

    Hans and Robby are back again this week with a brand new episode! This week, they discuss social security trust fund accounting.  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.

  • Estate Planning Documents, What's The Purpose

    16/08/2025 Duración: 28min

    Hans and Robby are back again this week with a brand new episode! This week, they discuss the purpose of estate planning documents. 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.

  • Multi-Year Guaranteed Annuity (MYGA) CD Alternative

    09/08/2025 Duración: 28min

    Robby and Tom are here this week with a brand new episode! This week, they discuss the multi-year guaranteed annuity (MYGA) CD alternative. 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.

  • New Tax Law - Benefits to Retirees & Seniors

    02/08/2025 Duración: 28min

    Robby and Tom are here this week with a brand new episode! This week, they discuss new tax law - benefits to retirees & seniors.  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.

  • 2025 Long-Term Care Insurance Purchased With IRA Money

    26/07/2025 Duración: 28min

    Hans and Robby are back again this week with a brand new episode! This week, they discuss 2025 long-term care insurance purchased with IRA money.  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.

  • 2025 Medicare And Your Handbook

    19/07/2025 Duración: 28min

    Hans and Robby are back again this week with a brand new episode! This week, they discuss 2025 medicare and your handbook.  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.

  • Heather Schreiber on Social Security

    12/07/2025 Duración: 28min

    Hans and Robby are back again this week with a brand new episode! This week, they discuss Heather Schreiber on 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. Find us on YouTube: Cardinal Advisors.

  • Income Tax Rate 12%, 22%, 24%-Leaving Money on the Table?

    05/07/2025 Duración: 28min

    Hans and Robby are back again this week with a brand new episode! This week, they discuss income tax rate 12%, 22%, 24%-leaving money on the Table?  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.

  • Step Up In Basis - Estate Planning - Income Tax

    28/06/2025 Duración: 27min

    Hans and Robby are back again this week with a brand new episode! This week, they discuss step up in basis - estate planning - income tax. 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.

  • How To Purchase A Monthly Income Guaranteed For Life

    21/06/2025 Duración: 28min

    Hans and Robby are back again this week with a brand new episode! This week, they discuss how to purchase a monthly income guaranteed for life. 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.

  • ROTH IRA Vs. Cash Life Insurance

    14/06/2025 Duración: 27min

    Hans and Robby are back again this week with a brand new episode! This week, they discuss ROTH IRA's vs cash life insurance. 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.

  • Comprehensive Financial Planning Includes Long Term Care Insurance

    07/06/2025 Duración: 26min

    Hans and Robby are back again this week with a brand new episode! This week, they discuss how extensive financial planning can include long term care insurance.  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.

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