Episodios

  • Step Up In Basis - Estate Planning - Income Tax

    Step Up In Basis - Estate Planning - Income Tax
    Jun 28 2025

    Hans and Robby are back again this week with a brand new episode! This week, they discuss step up in basis - estate planning - 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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    28 m
  • How To Purchase A Monthly Income Guaranteed For Life

    How To Purchase A Monthly Income Guaranteed For Life
    Jun 21 2025

    Hans and Robby are back again this week with a brand new episode! This week, they discuss how to purchase a monthly income guaranteed 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.
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    29 m
  • ROTH IRA Vs. Cash Life Insurance

    ROTH IRA Vs. Cash Life Insurance
    Jun 14 2025

    Hans and Robby are back again this week with a brand new episode! This week, they discuss ROTH IRA's vs cash 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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    27 m
  • Comprehensive Financial Planning Includes Long Term Care Insurance

    Comprehensive Financial Planning Includes Long Term Care Insurance
    Jun 7 2025

    Hans and Robby are back again this week with a brand new episode! This week, they discuss how extensive financial planning can include 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.
    Más Menos
    27 m
  • Medicare Supplement (Medigap)-Plan G-HDG-Plan N

    Medicare Supplement (Medigap)-Plan G-HDG-Plan N
    May 31 2025

    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.
    Más Menos
    28 m
  • Fiduciary Duty of a CFP Professional

    Fiduciary Duty of a CFP Professional
    May 24 2025

    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.
    Más Menos
    28 m
  • Retirement Savings: Taxable, Tax Deferred, or Tax Free

    Retirement Savings: Taxable, Tax Deferred, or Tax Free
    May 17 2025

    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.
    Más Menos
    27 m
  • Your Estate Planning Defined

    Your Estate Planning Defined
    May 10 2025

    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.
    Más Menos
    27 m