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Finishing Well

Mar 28, 2020

A lot of people don’t know what to do right now especially when it comes to their IRA or 401(k). Hans and Robby go over what you should be looking at in your accounts, not only during recessions, but all the time. Make sure you are checking your beneficiaries as well as your balance. Also remember it is important to...


Mar 21, 2020

Currently, the market is crashing. Hans and Robby go over what you should and shouldn’t do during this time. The first thing to do is make a plan and understand how you want to use your money in retirement. 

Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement”...


Mar 14, 2020

You have 96 months to claim your Social Security check, from age 62 to age 70. Every month is a choice, but which is the best depends on your personal situation. Hans talks about clients who decide when to take their check based on what they have read or heard from friends or family. The best advice he can give is to...


Mar 7, 2020

This week, Hans and Robby discuss plans coming together, specifically, how having a plan for your income in retirement can reduce the tax you pay on your Social Security benefit. While only 13 states charge income tax on Social Security, the federal government will charge everyone who falls into their set...