Episodios

  • Social Security Claiming Strategy

    Social Security Claiming Strategy
    Feb 28 2026

    Hans and Robby are back again this week with a brand new episode! This week, they discuss the claiming strategy for 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.
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    28 m
  • 2026 Medicare IRMAA Tax & What To Do

    2026 Medicare IRMAA Tax & What To Do
    Feb 21 2026

    Hans and Robby are back again this week with a brand new episode! This week, they discuss what to do with the 2026 Medicare IRMAA 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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    28 m
  • 2026 Retirement Tax Checklist

    2026 Retirement Tax Checklist
    Feb 14 2026

    Hans and Robby are back again this week with a brand new episode! This week, they discuss the 2026 Retirement Tax Checklist.

    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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    28 m
  • "See-Through" Trust For Your IRA Beneficiary - Estate Planning

    "See-Through" Trust For Your IRA Beneficiary - Estate Planning
    Feb 7 2026

    Hans and Robby are back again this week with a brand new episode! This week, they discuss "see-through" trust for your IRA Beneficiary.

    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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    28 m
  • Monthly Income For Life - Turn Part of your 401k Into A Pension Recording 1

    Monthly Income For Life - Turn Part of your 401k Into A Pension Recording 1
    Jan 31 2026

    Hans and Robby are back again this week with a brand new episode! This week, they discuss monthly income for life - turn part of your 401k into a pension recording 1

    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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    27 m
  • The Back Door Roth IRA: What It Is, How It Works, and Who It's For?

    The Back Door Roth IRA: What It Is, How It Works, and Who It's For?
    Jan 24 2026

    Hans and Robby are back again this week with a brand new episode! This week, they discuss the back door Roth IRA and what that entails.

    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.
    Más Menos
    28 m
  • State and Federal Regulation of Long-Term Care Insurance

    State and Federal Regulation of Long-Term Care Insurance
    Jan 17 2026

    Hans and Robby are back again this week with a brand new episode! This week, they discuss state and federal regulations of 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.
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    28 m
  • Medicare Supplement "Medigap" 2026

    Medicare Supplement "Medigap" 2026
    Jan 10 2026

    Hans and Robby are back again this week with a brand new episode! This week, they discuss medicare supplement "Medigap" for 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.
    Más Menos
    28 m