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Finishing Well

Truth Network

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.

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Episodes

100 episodes

  1. Required Minumum Distributions and RMD Strategies 27:56
  2. Why Long-Term Care Insurance Through An Annuity? 28:14
  3. Medicare Planning - What Are 7 Items To Know? 28:39
  4. How Do Social Security Spouse Benefits Work 28:38
  5. Are You Tax Planning for Retirement? 28:53
  6. Multi-Year Guaranteed Annuity (MYGA) 2026) 28:05
  7. IRC Section 530-A: Savings Accounts For Children 28:16
  8. What is IRC 7702B Tax Qualified Long-Term Care Insurance? 28:01
  9. Medicare Supplement Plan G vs Medicare Advantage: What's the Difference? 28:10
  10. Social Security Planning - What Are 7 Items to Know? 28:07
  11. How Can You Reduce Lifetime Taxes for Your Family? 27:56
  12. What Should a Surviving Spouse Do About Estate Planning? 27:58
  13. How Can You Create Lifetime Income That Never Runs Out? 28:51
  14. Inherited An IRA from a Relative? What's the Tax? 28:02
  15. The Rising Tide of Boomer Care: Will You Carry the Load? 28:09
  16. What They Don't Tell You About Social Security 28:13
  17. Can You Navigate the Medicare Maze at 65 and Beyond? 27:55
  18. Income Tax Planning: Financial Plan Series (Part 8 of 8) 28:12
  19. Estate Planning: Financial Plan Series (Part 7 of 8) 28:25
  20. Reliable Retirement Income Plan: Financial Plan Series (Part 6 of 8) 28:01
  21. IRA's & 401K's: Financial Plan Series (Part 5 of 8) 28:08
  22. Long-Term Care Insurance: Financial Plan Series (Part 4 of 8) 28:09
  23. Medicare & IRMA: Financial Plan Series (Episode 3 of 8) 28:24
  24. Social Security Section of Financial Plan - Episode 2 of 8 28:09
  25. Retirement/Financial Plan Series - Episode 1 of 8 28:25
  26. Solo Aging - Are You Prepared? 28:07
  27. Why Does Being A Fiduciary Matter? 27:15
  28. IRA/401k Mistakes That Cannot Be Fixed 28:03
  29. Traditional LTC Insurance vs. Hybrid Life/LTC Insurance 28:21
  30. 7 Medicare Mistakes 28:25
  31. Your Husband/Wife Dies: What Is Your Social Security Check? 28:02
  32. Income Tax Planning Dilemma - Age 68 28:12
  33. Cash Value Whole Life Insurance 27:49
  34. Investment Strategy in Retirement 28:27
  35. QLAC - Postpone a Portion of your RMD 28:45
  36. Long-Term Care Benefit - Relaxed Health Qualification 28:52
  37. Social Security Claiming Strategy 27:59
  38. 2026 Medicare IRMAA Tax & What To Do 28:09
  39. 2026 Retirement Tax Checklist 27:59
  40. "See-Through" Trust For Your IRA Beneficiary - Estate Planning 28:22
  41. Monthly Income For Life - Turn Part of your 401k Into A Pension Recording 1 26:54
  42. The Back Door Roth IRA: What It Is, How It Works, and Who It's For? 28:20
  43. State and Federal Regulation of Long-Term Care Insurance 28:15
  44. Medicare Supplement "Medigap" 2026 28:07
  45. How is Social Security Financed? How Can We Fix It? 27:53
  46. 2026 Tax Planning 27:56
  47. Easy Health Qualification Long Term Care 28:19
  48. Required Minimum Distribution aka RMD 27:53
  49. Who's Gonna Be Your Caregiver or Care Manager? 28:27
  50. How Federal Income Tax is Applied to Social Security 28:03