Episodios

  • Cash Value Whole Life Insurance

    Cash Value Whole Life Insurance
    Mar 28 2026

    Hans and Robby are back again this week with a brand new episode! This week, they discuss cash value whole life 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
  • Investment Strategy in Retirement

    Investment Strategy in Retirement
    Mar 21 2026

    Hans and Robby are back again this week with a brand new episode! This week, they discuss investment strategies in retirement.

    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
  • QLAC - Postpone a Portion of your RMD

    QLAC - Postpone a Portion of your RMD
    Mar 14 2026

    Hans and Robby are back again this week with a brand new episode! This week, they discuss QLAC (Qualified Longevity Annuity Contract), how to postpone a portion of your RMD (Required Minimum Distribution).

    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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    29 m
  • Long-Term Care Benefit - Relaxed Health Qualification

    Long-Term Care Benefit - Relaxed Health Qualification
    Mar 7 2026

    Hans and Robby are back again this week with a brand new episode! This week, they discuss long-term care benefits with relaxed health qualifications.

    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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    29 m
  • 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.
    Más Menos
    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.
    Más Menos
    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.
    Más Menos
    28 m