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Finishing Well

100 Episodes

28 minutes | Jul 2, 2022
Dental Coverage On Medicare
Hans and Robby are back again this week with a brand new episode! The topic this week is about dental coverage on medicare. A somewhat rare occurrence, but it can happen. Hans and Robby gives some insight into this interesting scenario. 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.
28 minutes | Jun 25, 2022
Social Security Do-Over
Hans and Robby are back again this week with a brand new episode! The topic this week is about redoing your social security. Hans shares a story about an interesting couple that did just that. That's right, it's story time with Hans and Robby! 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.
28 minutes | Jun 18, 2022
Retiree Tax Bracket Planning
Hans and Robby are back again this week with a brand new episode! So you're retired, you've saved your money over the years, now what do you do with it? Hans and Robby are here to help 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.  Find us on YouTube: Cardinal Advisors.
28 minutes | Jun 11, 2022
Estate Tax
Hans and Robby are back again this week with a brand new episode! This week's show is all about Estate Tax. Hans and Robby go over the details you need to help get your house in order. 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.
28 minutes | Jun 4, 2022
Revisiting MYGAS
Hans and Robby are back again this week with a brand new episode! This week's show is all about revisiting MYGAS, aka multi-year guaranteed annuity. Hans and Robby go over the details and help you decide if this is what you need. 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.
28 minutes | May 28, 2022
IRA Beneficiaries And The Ten Year Rule
Hans and Robby are back again this week with a brand new episode! This week's show is all about the new regulations for 2022 with IRA beneficiaries, as well as a discussion on the ten year rule. 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.
28 minutes | May 21, 2022
How to Fill Out An Application For A Long Term Insurance Claim
Hans and Robby are back again this week with a brand new episode! This week's show is all about making sure you cross the T's and dot the I's on your long term insurance claim application. 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.
28 minutes | May 14, 2022
Medicare By Itself
Hans and Robby are back again this week with a brand new episode! This week's show is about what you can expect when you have just medicare by itself. 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.
28 minutes | May 7, 2022
Social Security Spousal Benefits
Hans and Robby are back again this week with a brand new episode! This week's show is about social security spousal benefits. 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.
28 minutes | Apr 30, 2022
The Standard Deduction For 2022
Hans and Robby are back again this week with a brand new episode! This week's show is about taxes. Hans and Robby has you covered when it comes to information and tips on the standard deduction for 2022. 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.
28 minutes | Apr 23, 2022
Do You Need A Trust?
Hans and Robby are back again this week with a brand new episode! This week's show is about trusts. Do you need a trust? What is the purpose of a trust? There are those of you that may have one and not need it. Hans and Robby get to the bottom of this topic.  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.
28 minutes | Apr 16, 2022
Mult-Year Guaranteed Annuity
Hans and Robby are back again this week with a brand new episode! This week's show is all about MYGA, or multi-year guaranteed annuity. Is this the right course of action for you and your loved ones? This show has the information you seek to make that determination. 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.
28 minutes | Apr 9, 2022
Family in Crisis: Long-Term Care, Who's Gonna Pay?
Enjoy the first ever episode of Finishing Well. 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. 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.
28 minutes | Apr 2, 2022
Inheriting An IRA
Hans and Robby are back again this week with a brand new episode! This week's show is all about what you can expect if you inherit an IRA. What should you do first, and what about the new tax laws? Those questions and more will be answered, so you've come to the right podcast. 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.
28 minutes | Mar 26, 2022
IRA Money Used For a Hybrid Long Term Care Life Insurance Policy
Hans and Robby are back again this week with a brand new episode! This week's title is a mouthful for sure. Luckily, you have Hans and Robby here to give you a mind full of information, to help you make informed and educated choices. 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.
28 minutes | Mar 19, 2022
Shopping Medicare Supplements
Hans and Robby are back again this week with a brand new episode! This week Hans and Robby are going over shopping medicare supplements. You've got choices, options, important decisions to make, and this episode will steer you in the right direction. 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.
28 minutes | Mar 12, 2022
Social Security FRA
Hans and Robby are back again this week with a brand new episode! This week Hans and Robby are going over social security full retirement age. This is vital information for those at full retirement age as well as for those approaching that age. 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.
28 minutes | Mar 5, 2022
Retiree Income Tax
Hans and Robby are back again this week with a brand new episode! This week Hans and Robby cover retiree income tax. Everything said in this episode is on a need to know basis, but you're in luck, cause you need to know this information. 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.
28 minutes | Feb 26, 2022
What is A Fiduciary?
Hans and Robby are back again this week with a brand new episode. What is a Fiduciary, why are they important, and how can they benefit 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.  Find us on YouTube: Cardinal Advisors.
28 minutes | Feb 19, 2022
What Is Roth?
Hans and Robby are back again this week with a brand new episode. The discussion turns to Roth IRA's and all the need to know information to help you today, as well as later on down the road. 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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