All Episodes
Truth in Planning — 145 episodes
Your Financial Fortress/Importance of Title (May 2, 2026)
Avoiding Probate/Ensuring Tax-Free Retirement Income (April 25, 2026)
Avoiding Disappointment with your Retirement Paycheck/Basics of Estate Planning (April 18, 2026)
What Can You Do, and What DID You Do?/What's Going On With Your Retirement (April 11, 2026)
Taking a Chance/Is Your Retirement Porridge Just Right? (April 4, 2026)
When Elder Law and Estate Planning Meet/Not All Retirement Dollars Are Created Equal (March 28, 2026)
The Right Tools for the Right Job/Will vs. Trust (March 21, 2026)
Will Your 401K Fund Your Retirement?/Consequences That Follow Advice You Follow (March 14, 2026)
Keeping Emotion Out of Your Retirement Planning (March 7, 2026)
Taxes, Trusts and IRAs/Do You NEED a Financial Planner? (February 28, 2026)
Is Your Loved One Headed to a Nursing Home?/Retirement is a System, Not a Number (February 21, 2026)
Do You Own Your Retirement?/How Much Does a Will Cost? (February 14, 2026)
A Plan for the Unthinkable/Where Should Your Money Be? (February 7, 2026)
What if Every Day Was Saturday?/Some Things Never Change (January 31, 2026)
Great Big Beautiful Law Regarding Estate Planning/Are You Ready to Grow Old? (January 24, 2026)
Kevin the Grinch on Gifting/Minimizing Stress While Planning Retirement (January 17, 2026)
John Grisham Has Wills All Wrong; Your Retirement Two-Legged Stool (January 10, 2026)
What Does an Elder Law Attorney Do?/What Isn't Your Financial Advisor Telling You? (December 6, 2025)
Giving Thanks/Retirement Plans and Market Volatility (September 29, 2025)
The Pitfalls of Joint Ownership/Piloting Through Market Volatility (November 22, 2025)
Four-Legged Beneficiaries/Planning Wiser When Living Longer (November 15, 2025)
Turning a Nest Egg Into Retirement Income/An Estate Plan is an Expression of Love (November 8, 2025)
The Perfect Person for the Perfect Job/Outliving Your Money (November 1, 2025)
Adjusting Your 401-K/Special Needs: Conservatorship vs. Guardianship (October 25, 2025)
Finding the Right Financial Planner/3 Things You'll Need if You Need a Nursing Home (October 18, 2025)
Special Needs Month Continues/Preserving Your 401K (October 11, 2025)
Choices (October 4, 2025)
Planning for Post-Retirement Income/Influence of Grandparents on Estate Planning (September 27, 2025)
Diagnosis is Not Your Destiny/Retirement Planning for Women (September 20, 2025)
Fluctuating Spending in Retirement/Who's in Charge of Your Estate Plan? (September 13, 2025)
Is There a Nursing Home in Your Future?/Thriving, Not Just Surviving, in Retirement (September 6, 2025)
The Rollercoaster of Retirement/Best Beneficiary for Your Estate (August 30, 2025)
Elder Law Planning for the Average Guy/Avoiding Retirement Blunders (August 23, 2025)
The Big, Beautiful Law (August 16, 2025)
Things That Matter/Making Your 401-K Last Longer (August 9, 2025)
Phases of Retirement Planning/Misunderstandings Heard from Kevin's Clients (August 2, 2025)
Seasons of Retirement Planning/How Kevin and Gary Work Together (July 26, 2025)
Guaranteeing Access/Navigating Market Tides (July 19, 2025)
A Primer on Probate/How Much Can You Afford to Lose? (July 12, 2024)
Longevity/Trust in Blended Families (July 5, 2025)
Rebalancing your Investment Portfolio/Are You Already Protected? (June 28, 2025)
Is Your IRA or 401K Protected?/Avoiding Emotional Investing (June 21, 2025)
Different Money Muscles/Taxes and Estate Planning (May 24, 2025)
Type of Trust Does Not Always Guarantee Protection/How Widows Can Get Back on Track (May 10, 2025)
Don't Make Assumptions/Power of the Personal Letter (May 17, 2025)
What Kind of Investor Are You?/Keep Ownership of Your Property (May 3, 2025)
Can You Protect Your Assets From a Nursing Home/Investing in Your 70s (April 26, 2025)
Tax-Free Income for Your Retirement/What Sets Kevin's Advice Apart from Others? (April 19, 2025)
Conflicts of Interest/Building Your Financial Dream Home (April 12, 2025)
Who Are Kevin's Clients/Retirement Plans for Women (April 5, 2025)
Why Do You Need an Attorney?/Financial Planning for Ladies (March 29, 2025)
Your Retirement and Long-Term Care/What Does an Elder Law Attorney Do? (March 22, 2025)
Rebalancing Your Portfolio/Elder Law Nuggets (March 15, 2025)
Gifting/Top Retirement Planning Blunders (March 8, 2025)
When to Take Social Security/Cost of Estate Planning ... and Not (March 1, 2025)
The Cost of Estate Planning/401Ks and Pension Plans (February 25, 2025)
Your Will is Not Enough/How to Build Capital in Your Retirement Portfolio (February 15, 2025)
What the National Debt Means to You (February 8, 2024)
What to Do When Something Happens/Inherited 401Ks (January 18, 2025)
All About Elder Care/Inherited 401Ks (January 11, 2025)
Who is Advising You?/New Years Resolutions (January 4, 2025)
Estate Plan Wishes/More on IRAs and 401Ks (December 28, 2024)
Why Would They Tell Me That?/Required Distributions Explained (December 21, 2024)
How Much of Your Portfolio is Tax-Free?/The Steps to a Complete Estate Plan (December 14, 2024)
Processing Conflicting Information/Keeping Your 401K in Balance (December 7, 2024)
Don't Be That Person/Providing for Grandchildren (November 30, 2024)
Effects of the Election on Your Retirement Plan and Estate Planning Strategies (November 23, 2024)
The Best Thing Done in the Wrong Way/Will a Roth Help With Retirement Taxes? (November 16, 2024)
Descending the Mountain/Being Prepared for Long-Term Care (November 9, 2024)
Common Estate Planning Mistakes/Crises in Retirement Income (November 2, 2024)
Connecting Title to Documents/Interest Rates and Your Retirement (October 26, 2024)
Look Back Setbacks/Are You Getting All You Can From Your Social Security? (October 19, 2024)
Special Needs Month (October 12, 2024)
Planning for the Rest of Their Lives/How Strong is Your 401K? (October 5, 2024)
What Happens to My Stuff?/Where Did You Put Your Retirement Plan? (September 28, 2024)
Providing for Special Needs Family Members (September 21, 2024)
Outlasting Your Money/Caring for Surviving Children (September 14, 2024)
What's Going to Happen to My Stuff?/Avoiding Panic Investing (September 7, 2024)
Labor Day: Getting Your Estate Plan and 401K to Work for You! (August 31, 2024)
Is Your Fiscal House in Order?/Why Do You Need a Trust? (August 24, 2024)
Celebrity Estate Plans/ National Debt and Your Retirement (August 17, 2024)
A Stress-Free Retirement/Medicaid Planning (August 10, 2024)
Probate Law Changes (Part 2)/Changes in Retirement Issues (August 3, 2024)
When Should You Plan to Retire?/ New Probate Laws (July 27, 2024)
Retirement for Women/Multitasking While Estate Planning (July 20, 2024)
What Happens to Your Assets When You Die/Taxes and Your Retirement (July 13, 2024)
The Truth About Bitcoin/Questions to Ask About Your Will (July 6, 2024)
Reconciling Advice/National Debt and Your Retirement (June 29, 2024)
How Much Money Will You Need to Retire/Estate Planning Teambuilding (June 22, 2024)
What to Know About a Nursing Home/How the National Debt Will Affect Your Retirement (June 15, 2024)
The Estate Planning Two-Step/Supplementing your 401K (June 8, 2024)
What to Do With the Documents You Have/When to Begin Drawing Social Security (June 1, 2024)
Retirement Savings: Perception and Reality/Assumptions and Presumptions (May 25, 2024)
Family Protection (May 18, 2024)
Retirement Resilience/The Downside of Joint Ownership
Death Protection/Getting More from Your Retirement Plan (May 4, 2024)
Washington, Wall Street and Your Retirement/Asset Protection (April 27, 2024)
Preparing for a Crisis/How will November Elections Affect Your Portfolio? (April 20, 2024)
Three Steps to Your Retirement Plan/Protecting Aging Parents (April 13, 2024)
Three Steps to a Complete Plan (April 6, 2024)
Adversity in the Stock Market/The Cost of Planning vs. the Cost of Not Planning (March 30, 2024)
Connecting Your Assets/Aggressive or Conservative Investment Strategies (March 23, 2024)
Choices Have Consequences/Investing in a Volatile Market (March 16, 2024)
Death and Stuff/Inflation-Proof Your Retirement (March 9, 2024)
Choosing a Financial Advisor for Retirement or Elder Law Attorney (March 2, 2024)
Types of Trusts/Simplifying Your Retirement Plan (February 24, 2024)
Inflation and Experience (February 17, 2024)
Why Probate?/State of Social Security (February 10, 2024)
Shielding Savings from Bad News/Estate Plan Check-Up (February 3, 2024)
You Never Know/Your 401K and Your Heirs (January 27, 2024)
Tax Deferral, a Contrary View/Not My Type (January 20, 2024)
Putting an "engine under the hood" of your estate vehicle (January 13, 2024)
Grandparenting By the Numbers (January 6, 2024)
You Can't Duck the New Year (December 30, 2023)
The 5 Ds of Retirement Planning/The Keys to Asset Protection (December 23, 2023)
What Happens to My Stuff?/Charitable Giving (December 16, 2023)
Freaky Saturday (December 9, 2023)
Social Security Upon Retirement/Estate Planning for Your Brady Bunch (December 2, 2023)
Inflation's Effect on Retirement; Trust and Taxes (November 25, 2023)
What Elder Law and Retirement Planning Have in Common; Predicting the Duration of Your Retirement (Nov. 18, 2023)
Retirement Plan Warning Signs/Why Retirement Planning and Estate Planning Go Together (November 11, 2023)
Beneficiary Designation/More Common Retirement Mistakes (October 28, 2023)
Common Retirement Mistakes/Why We Hate to Wait (October 21, 2023)
Just Do That Then/Retirement Surprises (October 14, 2023)
How Estate Planning and Special Needs Work Hand-in-Hand (October 7, 2023)
Losing a Loved One/Avoiding Retirement Mistakes (September 30, 2023)
Shaping Your Financial Future/Home Matters
Taking the Worry out of Retirement/Preparing for Life's Surprises
The Color of Money/A Complete Estate Plan
Safety in Your Retirement Planning
Pets Are People Too/Choosing a Financial Advisor (August 26, 2023)
Will Your Money Outlive You?/Estate Planning Myths (August 19, 2023)
Mistakes With IRA Conversions/The One Word That Means Everything (August 12, 2023)
One Word Means Everything/ Roth IRAs, Accumulation vs. Distribution (August 5, 2023)
Joint Ownership and Avoiding Common IRA Mistakes (July 29, 2023)
Hollywood and Estate Planning/More on Taxes in Retirement
Taxes in Retirement/The One Thing No One is Talking About (July 15, 2023)
Tax Forecast: 2026/Access: How, When and Why
Documents, Documents, Documents/Taxes and Retirement (July 1, 2023)
Investment Volatility in Retirement/Elder Law and Education (June 24, 2023)
How and Why to Avoid Probate, Retirement the Perfect Taxation Storm (June 17, 2023)
What to Do Before You're Gone/When Should You Draw Social Security (June 10, 2023)
Difference Between Investing and Planning (June 3, 2023)
Are You Prepared? Will You Outlive Your Savings? (May 27, 2023)
Welcome to Truth in Planning