100 episodes

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 Truth Network

    • Business
    • 4.8 • 20 Ratings

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.

    Social Security Trustees Report For 2024

    Social Security Trustees Report For 2024

    Hans and Robby are back again this week with a brand new episode! This week's discussion is about the social security trustees report for 2024. 
    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 min
    Tax Problems? An IRS Enrolled Agent

    Tax Problems? An IRS Enrolled Agent

    Hans and Robby are back again this week with a brand new episode! This week's discussion is about tax problems, an IRS enrolled agent. 
    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 min
    See Through Trust For IRA Beneficiaries

    See Through Trust For IRA Beneficiaries

    Hans and Robby are back again this week with a brand new episode! This week's discussion is about see through trust for IRA 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. Find us on YouTube: Cardinal Advisors.

    • 28 min
    200 Thousand Dollar Annuity 10 Years Later

    200 Thousand Dollar Annuity 10 Years Later

    Hans and Robby are back again this week with a brand new episode! This week's discussion is about 200 thousand dollar annuity 10 years later. 
    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 min
    Inherited IRA? Be Smart About Income Tax

    Inherited IRA? Be Smart About Income Tax

    Hans and Robby are back again this week with a brand new episode! This week's discussion is about making smart choices with your 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.

    • 29 min
    Long Term Care Insurance Pay For It Yourself

    Long Term Care Insurance Pay For It Yourself

    Hans and Robby are back again this week with a brand new episode! This week's discussion is about paying for long term care insurance yourself. 
    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.

    • 29 min

Customer Reviews

4.8 out of 5
20 Ratings

20 Ratings

hannaspencer73 ,

I Like the Hosts

I like Robby and Hans a lot. Hans‘ focus on educating and helping before selling is refreshing; and Robby is simply charming to listen to. I’m not quite ready for retirement yet but I still like to tune in and see what they’re talking about every once and a while.

Dr. Neil Westbrook ,

My Favorite Personal Finance Podcast

As a member of the sandwich generation, I am constantly trying to learn how to best plan for my own financial future while also trying to help other family members prepare for theirs. Unlike a lot of other personal finance podcast, this podcast offers thoughtful, practical and comprehensive insights into all aspects of retirement planning and personal finance.

johnthreesixteen6480 ,

Finishing Well is great

Both hosts keep this show alive. Medicare, long term insurance, and Social Security were very helpful

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