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…
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No one likes to think about losing a spouse—but having a plan is one of the greatest acts of love you can leave behind. In this episode of Finishing Well , Certified Financial Planner Hans Scheil and co-host Robbie Dilmore explore the critical financial and estate planning decisions every married couple should make before it's too late. Drawing inspiration from King David's careful preparation for…
One of retirement's biggest fears is simple: What if I outlive my money? On this episode of Finishing Well , Certified Financial Planner Hans Scheil and Robby Dilmore explore practical strategies that can help create a dependable stream of lifetime income while reducing the stress of market uncertainty. Drawing from the biblical account of Elijah being faithfully provided for at the Brook Cherith,…
What happens when you inherit an IRA—and what could it cost you if you make the wrong move? On this episode of Finishing Well , Certified Financial Planner Hans Scheil and Robby Dilmore explain the often-overlooked tax rules surrounding inherited IRAs and why the decisions you make today can have a lasting financial impact. From the SECURE Act's 10-year distribution rule to the special exceptions…
As the Baby Boomer generation enters its later years, one question is becoming increasingly important: Who will carry the load? In this episode of Finishing Well , certified financial planner Hans Scheil and co-host Robbie Dilmore explore the growing need for long-term care planning as millions of Americans face the realities of aging. Hans explains why waiting until a crisis strikes can limit…
Is Social Security really running out of money? Headlines often paint a frightening picture, but what does the 2025 Social Security Trustees Report actually say? In this episode of Finishing Well, Certified Financial Planner Hans Scheil and Robby Dilmore separate fact from fiction as he breaks down the numbers behind the Social Security Trust Fund. Hans explains how the system is funded, what the…
Turning 65 opens the door to Medicare—but it also introduces a maze of choices that can have lasting financial and healthcare consequences. In this episode of Finishing Well , certified financial planner Hans Scheil and co-host Robbie Dilmore break down the critical decisions you'll face when enrolling in Medicare. Should you delay enrollment? What's the difference between Original Medicare with a…
Taxes are an unavoidable part of retirement—but they shouldn't be the driving force behind your financial decisions. In this concluding episode of the Financial Plan Series, Certified Financial Planner Hans Scheil and Robby Dilmore explain why income tax planning is most effective when it's integrated into a comprehensive retirement strategy. Using the ongoing case study of Tom and Susan, Hans…
Estate planning is about far more than deciding who gets what when you're gone—it's about protecting the people you love and ensuring your wishes are carried out with clarity and purpose. In this episode of Finishing Well , Certified Financial Planner Hans Scheil and Robby Dilmore continue the Financial Plan Series by exploring the essential role estate planning plays in a complete retirement…
What does it take to create a retirement income plan that lasts a lifetime? In this episode of Finishing Well , Certified Financial Planner Hans Scheil and Robby Dilmore continue the Financial Plan Series by exploring how retirees can build a reliable income stream that supports both their needs and their dreams. Hans explains the importance of planning from the ground up—starting with essential…
Before enjoying retirement, it's important to understand one of the largest assets many retirees own—their IRA and 401(k) accounts. In this episode of Finishing Well , Certified Financial Planner Hans Scheil and Robby Dilmore continue the Financial Plan Series by exploring how retirement savings fit into a comprehensive retirement strategy. Hans and co-host Robbie Dilmore discuss the critical…
What happens when an unexpected health event threatens to derail years of careful retirement planning? In this episode of Finishing Well , Certified Financial Planner Hans Scheil and co-host Robby Dilmore explore one of the most important—and often overlooked—components of a successful retirement strategy: long-term care insurance. Drawing from both personal experience and financial planning…
