Advertise on podcast: Finishing Well

Rating

★★★★★

4.8

from

23 reviews

Description

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 the complicated information around retirement topics to make it easily understandable for everyone: from people who have been planning retirement for years to those who have just started. Join us in learning how to get started Finishing Well! To get more information or free downloads of chapters from Hans' book "The Complete Cardinal Guide to Planning for and Living in Retirement" visit CardinalGuide.com.

Unlock Finishing Well podcast Email contact info,
Listeners & Audience details

Email contact information

Direct podcast contact details

Listeners

Audience numbers & engagement insights

Audience details

Podcast Insights

Podcast episodes

Check latest episodes from Finishing Well podcast

7 Medicare Mistakes

2026/04/18

Hans and Robby are back again this week with a brand new episode! This week, they discuss 7 medicare mistakes. 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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

Your Husband/Wife Dies: What Is Your Social Security Check?

2026/04/11

Hans and Robby are back again this week with a brand new episode! This week, they discuss your husband/wife dies: What will your social security check look like? 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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

Income Tax Planning Dilemma - Age 68

2026/04/04

Hans and Robby are back again this week with a brand new episode! This week, they discuss income tax planning dilemma - Age 68. 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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

Cash Value Whole Life Insurance

2026/03/28

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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

Investment Strategy in Retirement

2026/03/21

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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

QLAC - Postpone a Portion of your RMD

2026/03/14

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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

Long-Term Care Benefit - Relaxed Health Qualification

2026/03/07

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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

Social Security Claiming Strategy

2026/02/28

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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

2026 Medicare IRMAA Tax & What To Do

2026/02/21

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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

2026 Retirement Tax Checklist

2026/02/14

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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

"See-Through" Trust For Your IRA Beneficiary - Estate Planning

2026/02/07

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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

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

2026/01/31

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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

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

2026/01/24

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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

State and Federal Regulation of Long-Term Care Insurance

2026/01/17

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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

Medicare Supplement "Medigap" 2026

2026/01/10

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 [email protected] or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

Podcast reviews

Read Finishing Well podcast reviews

4.8 out of 5

23 reviews

★★★★★

hannaspencer73 2019/07/18

I Like the Hosts

I like Robby and Hans a lot. Hans‘ focus on educating and helping before selling is refreshing; and Robby is simply charming to listen to. I’m not qui...

★★★★★

Dr. Neil Westbrook 2018/11/03

My Favorite Personal Finance Podcast

As a member of the sandwich generation, I am constantly trying to learn how to best plan for my own financial future while also trying to help other f...

★★★★★

johnthreesixteen6480 2018/03/07

Finishing Well is great

Both hosts keep this show alive. Medicare, long term insurance, and Social Security were very helpful

★★★★★

Livin4thelord1952 2018/03/07

Soon to be, retiree!

Awesome show!! I’ve been looking for someone to answer my questions about if I’m planning well for retirement and this has answered some without me ha...

★★★★★

Calvin92732 2018/03/07

Refreshing

Enjoyed listening to this while on the road! It was nice to listen to a discussion surrounding these topics and being able to follow.

★★★★★

Gianna789 2018/02/12

Must listen

Informative and to the point! Perfect for my morning commute.

★★★★★

Mack Evann 2018/02/07

Great show! Super informative!

Finishing well is educational, easy listening. I enjoy the hosts and they really make difficult topics a lot more understandable and enjoyable. The ba...

check all reviews on apple podcasts