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Finishing Well

Sep 28, 2019

This week on “Finishing Well”, Hans and Robby talk all about money: Is Your Money Serving You or Are You Serving Your Money? Hans and Robby go over a few stories of clients and how they made their money serve them, specifically with annuities. Hans explains a lot of people us annuities in the wrong way, as...


Sep 21, 2019

This week, Hans and Robby take the show on the road. Hans is in Dallas at the Ed Slott Elite Advisor group for voluntary learning about everything IRAs! Learn about all the new updates to IRAs as well as taxes, distributions, and beneficiary forms! 

 

Don’t forget to get your copy of “The Complete Cardinal Guide to...


Sep 14, 2019

We are about to see a ton of ads during the Medicare Annual Enrollment Period, but what really is the reason for the season?  The season, which runs from October 15th through December 7th, is really a time to look at Part D Prescription Drug plans as well as Part C Medicare Advantage plans. Hans and Robby go over...


Sep 7, 2019

Americans are leaving millions of dollars on the table by taking Social Security early. On the Sermon on the Mount, Jesus says “But small is the gate and narrow the road that leads to life, and only a few find it.” 10% of Americans are actually finding the narrow gate of Social Security and taking it at the right...