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Which Beneficiary Are You

Finishing Well

Release Date: 02/03/2024

Financial Planning and Investment Management show art Financial Planning and Investment Management

Finishing Well

Hans and Robby are back again this week with a brand new episode! This week's discussion is about financial planning and investment management.  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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

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Tax Deffered Vs. Tax Free show art Tax Deffered Vs. Tax Free

Finishing Well

Hans and Robby are back again this week with a brand new episode! This week's discussion is about tax deferred vs tax free.  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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

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Long Term Care Annuity show art Long Term Care Annuity

Finishing Well

Hans and Robby are back again this week with a brand new episode! This week's discussion is about long term care annuity.  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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

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IRMA for 2024 show art IRMA for 2024

Finishing Well

Hans and Robby are back again this week with a brand new episode! This week's discussion is about IRMA 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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

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Take Social Security Early or Wait Until 70? show art Take Social Security Early or Wait Until 70?

Finishing Well

Hans and Robby are back again this week with a brand new episode! This week's discussion is about should you take social security early, or wait until you're 70? 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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

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How Much Income Tax Do Retirees Pay? show art How Much Income Tax Do Retirees Pay?

Finishing Well

Hans and Robby are back again this week with a brand new episode! This week's discussion is about when it comes to income tax, how much do retirees pay? 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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

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Why Estate Planning show art Why Estate Planning

Finishing Well

Hans and Robby are back again this week with a brand new episode! This week's discussion is about why you should plan out your estate.  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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

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Turn Your IRA or 401k Into a Pension Check show art Turn Your IRA or 401k Into a Pension Check

Finishing Well

Hans and Robby are back again this week with a brand new episode! This week's discussion is about how to either turn your 401k or IRA into a pension check.  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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

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The IRS Wants Their Money show art The IRS Wants Their Money

Finishing Well

Hans and Robby are back again this week with a brand new episode! This week's discussion is about IRS and how they want 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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

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Long Term Care, A Caregiver's Story show art Long Term Care, A Caregiver's Story

Finishing Well

Hans and Robby are back again this week with a brand new episode! This week's discussion is about A caregiver's letter. It is a letter written by you to your family, that describes what you want done long term care wise, depending on different scenarios.  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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

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More Episodes

Robby is back again this week with Tom Griffith for a brand new episode! This week's discussion is which beneficiary are you?

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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.