Finishing Well

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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 t…

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    • May 31, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 27m AVG DURATION
    • 361 EPISODES

    4.8 from 16 ratings Listeners of Finishing Well that love the show mention: hans, personal finance, retirement, hosts, lot, show, like, listening, great.



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    Latest episodes from Finishing Well

    Medicare Supplement (Medigap)-Plan G-HDG-Plan N

    Play Episode Listen Later May 31, 2025 28:24


    Hans and Robby are back again this week with a brand new episode! This week, they discuss medicare supplement for people over the age of 65 that already have a medicare supplement.  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. Find us on YouTube: Cardinal Advisors.

    Fiduciary Duty of a CFP Professional

    Play Episode Listen Later May 24, 2025 28:06


    Hans and Robby are back again this week with a brand new episode! This week, they discuss the fiduciary duties of a CFP professional.  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. Find us on YouTube: Cardinal Advisors.

    Retirement Savings: Taxable, Tax Deferred, or Tax Free

    Play Episode Listen Later May 17, 2025 27:02


    Hans and Robby are back again this week with a brand new episode! This week, they discuss taxable, tax deferred, or tax free 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. Find us on YouTube: Cardinal Advisors.

    Your Estate Planning Defined

    Play Episode Listen Later May 10, 2025 27:02


    Hans and Robby are back again this week with a brand new episode! This week, they define your estate planning.  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. Find us on YouTube: Cardinal Advisors.

    Financial Asset Classes For Retirement Income

    Play Episode Listen Later May 3, 2025 27:38


    Hans and Robby are back again this week with a brand new episode! This week, they discuss financial asset classes for retirement income.  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. Find us on YouTube: Cardinal Advisors.

    Your IRA Is an IOU to the IRS Top IRA Rulings of 2024

    Play Episode Listen Later Apr 26, 2025 27:36


    Hans and Robby are back again this week with a brand new episode! This week, they discuss the top IRA rulings of 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 hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

    Long Term Care Insurance With Inflation-Cost

    Play Episode Listen Later Apr 19, 2025 28:28


    Hans and Robby are back again this week with a brand new episode! This week, they discuss long term care insurance with inflation-cost.  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. Find us on YouTube: Cardinal Advisors.

    4 Steps To Medicare & Insurance At Age 65

    Play Episode Listen Later Apr 12, 2025 28:17


    Hans and Robby are back again this week with a brand new episode! This week, they discuss the four steps to medicare and insurance at 65.  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. Find us on YouTube: Cardinal Advisors.

    Your Social Security Statement 2025: What You Need To Know

    Play Episode Listen Later Apr 5, 2025 28:26


    Hans and Robby are back again this week with a brand new episode! This week, they discuss what to know about your 2025 social security 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. Find us on YouTube: Cardinal Advisors.

    2025 Income Tax & The 7 Money Worries

    Play Episode Listen Later Mar 29, 2025 28:21


    Hans and Robby are back again this week with a brand new episode! This week, they discuss the seven money worries along with income tax for 2025.  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. Find us on YouTube: Cardinal Advisors.

    Estate Planning Documents You Must Have

    Play Episode Listen Later Mar 22, 2025 28:04


    Hans and Robby are back again this week with a brand new episode! This week, they discuss must have documents for estate planning.  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. Find us on YouTube: Cardinal Advisors.

    Guaranteed Retirement Income increases Retirement Satisfaction

    Play Episode Listen Later Mar 15, 2025 28:06


    Hans and Robby are back again this week with a brand new episode! This week, they discuss guaranteed retirement income.  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. Find us on YouTube: Cardinal Advisors.

    IRA/401k Money Is Different

    Play Episode Listen Later Mar 8, 2025 28:19


    Hans and Robby are back again this week with a brand new episode! This week, they discuss the differences between IRA and 401K 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. Find us on YouTube: Cardinal Advisors.

    Why Long-Term Care Insurance?

    Play Episode Listen Later Mar 1, 2025 27:48


    Hans and Robby are back again this week with a brand new episode! This week, they discuss long term care insurance.  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. Find us on YouTube: Cardinal Advisors.

    The 2025 Medicare Surtax For High Income Retirees AKA Irmaa

    Play Episode Listen Later Feb 22, 2025 28:07


    Hans and Robby are back again this week with a brand new episode! This week, they discuss IRMAA aka the medicare surtax for high income retirees for 2025.  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. Find us on YouTube: Cardinal Advisors.

    Social Security Fairness Act Dec 2024

    Play Episode Listen Later Feb 15, 2025 27:56


    Hans and Robby are back again this week with a brand new episode! This week, they discuss the social security fairness act from December of 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 hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

    2025 Tax Planning

    Play Episode Listen Later Feb 8, 2025 27:49


    Hans and Robby are back again this week with a brand new episode! This week they discuss tax planning for 2025.  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. Find us on YouTube: Cardinal Advisors.

    Estate Planning At 65 Using Life Insurance

    Play Episode Listen Later Feb 1, 2025 28:07


    Hans and Robby are back again this week with a brand new episode! This week they discuss using life insurance at 65 to plan 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 hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

    Retirement Income Which Lasts A Lifetime

    Play Episode Listen Later Jan 25, 2025 27:02


    Hans and Robby are back again this week with a brand new episode! This week they discuss retirement income that lasts a lifetime.  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. Find us on YouTube: Cardinal Advisors.

    Inherited IRA? Beneficiary Decisions - Planning

    Play Episode Listen Later Jan 18, 2025 27:02


    Hans and Robby are back again this week with a brand new episode! This week they discuss beneficiary decisions for those that inherit IRAs. 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. Find us on YouTube: Cardinal Advisors.

    Long-Term Care Insurance - Purchased With IRA Money

    Play Episode Listen Later Jan 11, 2025 28:24


    Hans and Robby are back again this week with a brand new episode! This week they discuss purchasing long term care insurance with IRA 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. Find us on YouTube: Cardinal Advisors.

    Medicare 101-Sign Up And Insurance

    Play Episode Listen Later Jan 4, 2025 28:15


    Hans and Robby are back again this week with a brand new episode! This week they discuss medicare 101 sign up and insurance.  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. Find us on YouTube: Cardinal Advisors.

    Social Security Income Tax

    Play Episode Listen Later Dec 28, 2024 28:16


    Hans and Robby are back again this week with a brand new episode! This week they discuss social security income tax.  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. Find us on YouTube: Cardinal Advisors.

    2025 Income Tax Brackets and Rates

    Play Episode Listen Later Dec 21, 2024 27:54


    Hans and Robby are back again this week with a brand new episode! This week they discuss income tax brackets and rates for 2025.  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. Find us on YouTube: Cardinal Advisors.

    Federal Estate Tax 2026 Tax Increase/Sunset

    Play Episode Listen Later Dec 14, 2024 27:02


    Hans and Robby are back again this week with a brand new episode! This week they discuss the increase/sunset of federal estate taxes in 2026.  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. Find us on YouTube: Cardinal Advisors.

    Hybrid Life/Long Term Care Insurance From IRA Money

    Play Episode Listen Later Dec 7, 2024 27:02


    Hans and Robby are back again this week with a brand new episode! This week they discuss hybrid life/long term care insurance From IRA 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. Find us on YouTube: Cardinal Advisors.

    Delaying Social Security Until 70

    Play Episode Listen Later Nov 30, 2024 27:02


    Hans and Robby are back again this week with a brand new episode! This week they discuss delaying social security until 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 hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

    Roth IRA Conversion Up To A 24% Tax Bracket

    Play Episode Listen Later Nov 23, 2024 27:27


    Hans and Robby are back again this week with a brand new episode! This week they discuss Roth IRA conversion up to a 24% tax bracket.  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. Find us on YouTube: Cardinal Advisors.

    Retirement Income Plan

    Play Episode Listen Later Nov 16, 2024 28:12


    Hans and Robby are back again this week with a brand new episode! This week they discuss your retirement income plan.  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. Find us on YouTube: Cardinal Advisors.

    5 Examples of Long Term Care With Rates

    Play Episode Listen Later Nov 9, 2024 27:59


    Hans and Robby are back again this week with a brand new episode! This week they discuss five examples of long term care with rates.  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. Find us on YouTube: Cardinal Advisors.

    Original Medicare Vs. Medicare Advantage

    Play Episode Listen Later Nov 2, 2024 28:10


    Hans and Robby are back again this week with a brand new episode! This week they discuss which path is best for you between original medicare and medicare advantage.  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. Find us on YouTube: Cardinal Advisors.

    Social Security Maximization

    Play Episode Listen Later Oct 26, 2024 28:08


    Hans and Robby are back again this week with a brand new episode! This week they discuss maximizing your social security.  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. Find us on YouTube: Cardinal Advisors.

    Capitalize On Low Tax Rates For 2024 & 2025

    Play Episode Listen Later Oct 19, 2024 27:02


    Hans and Robby are back again this week with a brand new episode! This week they discuss how to capitalize on low tax rates for 2024 and 2025.  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. Find us on YouTube: Cardinal Advisors.

    A Middle Class Trust

    Play Episode Listen Later Oct 12, 2024 27:02


    Hans and Robby are back again this week with a brand new episode! This week they discuss a trust for the middle class.  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. Find us on YouTube: Cardinal Advisors.

    Guaranteed Income For Life: A License To Spend

    Play Episode Listen Later Oct 5, 2024 28:40


    Hans and Robby are back again this week with a brand new episode! This week they discuss guaranteed income for life.  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. Find us on YouTube: Cardinal Advisors.

    Can't Get Long Term Health Care Insurance Because of Health?

    Play Episode Listen Later Sep 28, 2024 28:47


    Hans and Robby are back again this week with a brand new episode! This week they discuss what can be done for those who can't get long term health care due to health issues.  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. Find us on YouTube: Cardinal Advisors.

    Medicare Annual Enrollment 2024

    Play Episode Listen Later Sep 21, 2024 28:20


    Hans and Robby are back again this week with a brand new episode! This week they discuss medicare annual enrollment 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 hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

    Retirement Plan Decisions Once You Reach 64 1/2

    Play Episode Listen Later Sep 14, 2024 28:29


    Hans and Robby are back again this week with a brand new episode! This week they discuss retirement decisions to make once you reach 64 1/2.  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. Find us on YouTube: Cardinal Advisors.

    2024 Tax Planning

    Play Episode Listen Later Sep 7, 2024 28:23


    Hans and Robby are back again this week with a brand new episode! This week they discuss 2024 tax planning.  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. Find us on YouTube: Cardinal Advisors.

    Income Tax is The New Estate Tax

    Play Episode Listen Later Aug 31, 2024 28:37


    Hans and Robby are back again this week with a brand new episode! This week they explain how income tax is the new estate tax.  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. Find us on YouTube: Cardinal Advisors.

    Annuity Income Rider

    Play Episode Listen Later Aug 24, 2024 28:26


    Hans and Robby are back again this week with a brand new episode! This week they explain annuity income rider.  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. Find us on YouTube: Cardinal Advisors.

    Charitable Distribution From IRA - No Income Tax

    Play Episode Listen Later Aug 17, 2024 28:36


    Hans and Robby are back again this week with a brand new episode! This week they discuss charitable distribution from IRAs without income tax.  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. Find us on YouTube: Cardinal Advisors.

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