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

    • Investing
    • 4.7 • 15 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.

    MY Social Security

    MY Social Security

    Hans and Robby go over Social Security statements, how to get them and the information you can get from them. Hans even goes over his own personal statement!

    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.

    • 27 min
    Retirement Tax Savings

    Retirement Tax Savings

    Do you know your tax rate? How about your standard deduction? Hans explains taxes in 2021, especially for those age 65 and over!

    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.

    • 27 min
    Estate Planning for the Brady Bunch

    Estate Planning for the Brady Bunch

    Hans, Robby, and Tom dive into estate planning for second marriages today, especially for those who are bringing in children from their first marriage. They get into how life insurance can be a saving grace for those who find themselves in this situation!

    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!

    • 27 min
    Seasons of Investment Diversification

    Seasons of Investment Diversification

    Retirement is not a time to be worrying about your money and the market. Diversification is essential to making sure you don’t have to worry about outliving your 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.

    • 27 min
    70+ IRA Contributions

    70+ IRA Contributions

    The Secure Act made changes to your IRA contributions, especially at ages 70 and 71. If you are at these ages, or are coming up on them, you are going to want a plan in place for your retirement savings.

    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.

    • 27 min
    Self-Insuring Long Term Care

    Self-Insuring Long Term Care

    Most clients who come to us saying they are self insured for long term care - but do you really know what this means? Hans goes over what being properly self insured for long term care actually entails!

    • 27 min

Customer Reviews

4.7 out of 5
15 Ratings

15 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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