Truth Network Podcasts : Hans Scheil

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Hans Scheil

Retirement planning involves a lot more than just managing your money. This show is the complete guide to planning for and living in retirement, helping families finish well. Host Hans Scheil will discuss a new topic every week ranging from Social Security and Medicare to IRAs and taxes. Follow along each week by downloading the corresponding chapters below for free! New episodes air Saturday mornings.

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The following listen on-demand podcasts matched your search results for: Hans Scheil

Finishing Well

Hans Scheil

October 17, 2026

How Do Social Security Spouse Benefits Work

In this episode of Finishing Well Certified Financial Planner Hans Scheil and host Robby Dilmore unpack one of the most misunderstood areas of retirement planning Social Security spousal benefits While many people focus only on maximizing their own benefit Hans explains why the smartest strategy often comes from looking at Social Security as a household decision rather than an individual one Through practical real-life examples you'll discover how spouses surviving spouses and even divorced individuals may qualify for benefits they never realized were available Hans illustrates how proper timing and claiming strategies can significantly increase lifetime income helping couples create [... more]

Finishing Well

Hans Scheil

October 10, 2026

Are You Tax Planning for Retirement?

In retirement taxes don't just affect your annual return they influence nearly every financial decision you make In this episode of Finishing Well Hans and host Robbie explore why tax planning is one of the most overlooked yet most important aspects of a successful retirement strategy Using a real-life case study they walk through how taxes impact the Seven Worries of Retirement including Social Security Medicare long-term care required minimum distributions RMDs Roth conversions estate planning and charitable giving You'll discover how proactive planning today can potentially reduce lifetime taxes preserve more wealth for your family and help you avoid [... more]

Finishing Well

Hans Scheil

October 03, 2026

Multi-Year Guaranteed Annuity (MYGA) 2026)

Discover why Multi-Year Guaranteed Annuities MYGAs are becoming an increasingly popular option for retirees and conservative investors looking for stability in an uncertain financial landscape In this episode of Finishing Well certified financial planner Hans Scheil and host Robby Dilmore explain how MYGAs work how they compare to traditional bank CDs and why they may offer an attractive combination of guaranteed interest rates tax-deferred growth and financial security when used as part of a well-rounded retirement plan Hans and the team discuss the importance of choosing highly rated insurance companies the advantages of creating a MYGA ladder options for generating [... more]

Finishing Well

Hans Scheil

September 26, 2026

IRC Section 530-A: Savings Accounts For Children

In this episode of Finishing Well certified financial planner Hans Scheil and host Robby Dilmore break down the new IRC Section A Savings Accounts for Children also known as Trump Accounts and explains how these new accounts could provide a powerful financial head start for the next generation Hans and Robbie explore who qualifies how eligible children can receive government-funded contributions and how some families may also benefit from additional private foundation incentives You'll learn who can open these accounts contribution limits investment guidelines withdrawal rules and how these new savings vehicles compare to traditional options like education plans and [... more]

Finishing Well

Hans Scheil

September 19, 2026

What is IRC 7702B Tax Qualified Long-Term Care Insurance?

In this episode of Finishing Well Hans Scheil and host Robby Dilmore unpack one of the most misunderstood aspects of long-term care planning tax-qualified long-term care insurance under IRS Code B While the topic may sound technical the conversation reveals how these IRS guidelines were actually designed to protect families by ensuring long-term care benefits can be received tax-free when they're needed most Hans explains the simple but critical qualifications for filing a long-term care claim walks through the six Activities of Daily Living and shares practical insights from helping his own mother navigate Alzheimer's care The discussion also explores [... more]

Finishing Well

Hans Scheil

September 12, 2026

Medicare Supplement Plan G vs Medicare Advantage: What's the Difference?

When it comes to Medicare one of the biggest decisions you'll make is choosing between Original Medicare with a Plan G Supplement and a Medicare Advantage plan But what's the real difference and which option is right for you In this episode of Finishing Well Certified Financial Planner Hans Scheil and host Robby Dimore break down the key distinctions between these two popular Medicare paths As Annual Enrollment approaches Hans explains how each option works what costs you can expect and why the decision is about much more than monthly premiums From deductibles and out-of-pocket expenses to provider networks pre-authorizations [... more]

Finishing Well

Hans Scheil

September 05, 2026

Social Security Planning - What Are 7 Items to Know?

When should you claim Social Security It's one of the biggest financial decisions you'll ever make and the right answer isn't the same for everyone In this episode of Finishing Well certified financial planner Hans Scheil and host Robby Dilmore breaks down the seven essential factors everyone should understand before filing for Social Security From choosing the best age to claim benefits to understanding spousal benefits cost-of-living adjustments taxes and survivor planning Hans explains how these key decisions can impact not only your retirement income but your family's financial future as well Whether you're approaching retirement already collecting benefits or [... more]

Finishing Well

Hans Scheil

August 29, 2026

How Can You Reduce Lifetime Taxes for Your Family?

Most people focus on reducing this year's tax bill but what if you could create a strategy that reduces taxes over your entire lifetime while leaving more for the people you love In this episode of Finishing Well Certified Financial Planner Hans Scheil and host Robby Dilmore explore eight practical biblically-minded strategies designed to help you become a wiser steward of the resources God has entrusted to you From Roth conversions and Required Minimum Distributions RMDs to charitable giving Medicare IRMAA planning and preparing for the widow's penalty you'll discover why thoughtful planning today can make a lasting impact on [... more]

Finishing Well

Hans Scheil

August 22, 2026

What Should a Surviving Spouse Do About Estate Planning?

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 Solomon they discuss how thoughtful planning can protect the surviving spouse while creating a lasting legacy for future generations You'll learn how the loss of a spouse impacts Social Security Medicare taxes IRAs long-term care [... more]

Finishing Well

Hans Scheil

August 15, 2026

How Can You Create Lifetime Income That Never Runs Out?

Creating a lifetime income that never runs out is a top concern for many retirees. Certified financial planner Hans Scheil discusses how annuities can provide a guaranteed income stream, even in uncertain market conditions. By using annuities as a tool in financial planning, individuals can ensure they have a steady income to cover expenses, regardless of market fluctuations or life expectancy. [... more]

Finishing Well

Hans Scheil

August 08, 2026

Inherited An IRA from a Relative? What's the Tax?

When inheriting an IRA, it's essential to understand the tax implications and rules surrounding beneficiaries. The Secure Act changed how quickly beneficiaries must take the money out of the IRA and pay taxes, with most people now having 10 years to do so. However, certain individuals, such as spouses, minor children, and those with disabilities, may be eligible to stretch the distributions over their lifetime. It's crucial to consult with a professional to ensure proper planning and distribution of inherited IRA assets. [... more]

Finishing Well

Hans Scheil

August 01, 2026

The Rising Tide of Boomer Care: Will You Carry the Load?

As the baby boomer generation reaches 80, many will need assistance with daily routines, and the demand for caregivers will increase, making it harder to find and afford them. Financial planning and insurance options can help prepare for long-term care, but it's essential to start planning early to avoid financial stress and ensure a smooth transition. [... more]

Finishing Well

Hans Scheil

July 25, 2026

What They Don't Tell You About Social Security

The Social Security Trust Fund has a surplus of $2.5 trillion, but faces a shortfall of $160 billion in 2025 due to increased expenses and declining revenue. Experts suggest increasing the payroll tax, delaying full retirement age, and taxing income beyond the current cap to address the issue and ensure the long-term sustainability of the system. [... more]

Finishing Well

Hans Scheil

July 18, 2026

Can You Navigate the Medicare Maze at 65 and Beyond?

Navigating the Medicare maze at 65 and beyond requires careful consideration of various options, including Medicare Advantage, original Medicare, and supplemental insurance. Certified financial planner Hans Scheil provides guidance on making informed decisions to ensure the best fit for individual needs and circumstances. [... more]

Finishing Well

Hans Scheil

July 11, 2026

Income Tax Planning: Financial Plan Series (Part 8 of 8)

Certified Financial Planner Hans Scheil discusses the importance of integrating financial planning elements, including tax planning, to preserve families in retirement. He explains how taxes fit into the overall financial plan and how to manage taxes on Social Security, Medicare, and long-term care. Hans also touches on the importance of estate planning and how to avoid the widow tax. [... more]

Finishing Well

Hans Scheil

July 04, 2026

Estate Planning: Financial Plan Series (Part 7 of 8)

When planning for retirement, it's essential to consider the needs of the surviving spouse, especially in blended families where there may be disproportionate wealth. Estate planning involves making difficult conversations about priorities, such as leaving money to children or enjoying it during one's lifetime. Life insurance can be a solution to provide for children in the event of the surviving spouse's death, and beneficiaries must be updated to reflect the current wishes of the individual. [... more]

Finishing Well

Hans Scheil

June 27, 2026

Reliable Retirement Income Plan: Financial Plan Series (Part 6 of 8)

Building a reliable retirement income plan involves creating a comprehensive financial plan that considers income, investments, estate, and tax planning. A certified financial planner can help individuals and couples create a plan that ensures they have a steady income stream, protects their assets, and minimizes taxes. This plan can also include strategies for managing long-term care costs and ensuring that their loved ones are taken care of. [... more]

Finishing Well

Hans Scheil

June 20, 2026

IRA's & 401K's: Financial Plan Series (Part 5 of 8)

Certified Financial Planner Hans Scheil helps families plan for retirement, discussing IRAs, 401ks, Roth conversions, and charitable donations to minimize taxes and maximize wealth transfer. [... more]

Finishing Well

Hans Scheil

June 13, 2026

Long-Term Care Insurance: Financial Plan Series (Part 4 of 8)

Certified financial planner Hans Scheil discusses the importance of long-term care insurance in financial planning, particularly for retirees with significant assets. He shares a case study of Tom and Susan, a couple in their 60s with a large IRA, who purchased a long-term care insurance policy to protect their assets and provide tax-free benefits for long-term care. The policy also includes a death benefit and home health care benefit, and Hans explains how it can be used to minimize taxes and ensure a smooth transition of wealth to their heirs. [... more]

Finishing Well

Hans Scheil

June 06, 2026

Medicare & IRMA: Financial Plan Series (3 of 8)

Deciding on Medicare options, including original Medicare and Medicare Advantage, is a crucial decision for retirees. Understanding the differences between these options, as well as the impact of income-related monthly adjustment amounts (IRMA), can help individuals make informed decisions about their healthcare coverage and financial planning. [... more]