Happy Half Hour Thursday at 4:30 PM With David Shucavage and Sam Shucavage of Carolina Retirement Planners
Grab a drink of your choosing, sign into Facebook and join David and Sam for their monthly live event.
Don’t have a Facebook account? You don’t need one to watch our weekly event!!!
You can watch all the past Happy Half-Hours below, or check out our YouTube channel to receive notifications when a rerun of the live event is added!
Send us a quick email with a future Happy Half-Hour topic idea, question or retirement concern to info@carolinarp.com
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2-November-23
RMDs: The Mind Bending World of Required Minimum Distributions!
28-September-23
2023 Retirement Checklist Challenge!
14-September-23
What to do in a Down Market?
7-September-23
Unlock the Secrets to a Blissful Retirement!
24-August-23
Weighing the Differences in College Savings Plans to Find the Best for You!
17-August-23
Tips to Help Empower Women Investors!
10-August-23
Annuity Myths and Facts!
3-August-23
Tactics that Could Help Minimize Taxes on Your Retirement Income!
27-July-23
How the Expiration of Existing Tax Laws Might Affect You!
20-July-23
Strategies to Optimize Your Social Security!
13-July-23
Halftime Locker Room Huddle!
6-July-23
Summertime Q&A!
29-June-23
Proactive Sally and Oblivious Jerry!
22-June-23
Evaluating Your Blueprint for Life!
15-June-23
Financial Guru Phon Vilayoune, Discusses the Possible Economic Future & What You Might Do About It!
8-June-23
Don't Disinherit Your Grandchildren with special guest, Attorney Dick Horgan!
1-June-23
Passing on Your Financial Literacy!
25-May-23
Summer Beers and Wines with Fermental
18-May-23
Does the 4% Rule Still Work for Today's Retiree?
11-May-23
QCD ~ Giving the Devil's Money to God!
5-May-23
A Healthy Mind in Retirement w: Guest, Dr Lecci, from MARS Memory -Health Network!
27-April-23
Avoiding Document Chaos!
20-April-23
A Humorous History of Taxes with a Side of Jokes!
14-April-23
Intermission Week!
6-April-23
Roth Conversion Mistakes You Should Avoid!
30-March-23
Will I Run Out of Money?
23-March-23
Are Banks Safe?
16-March-23
The RMD Saga Continues!
9-March-23
Retirement Lasagna!
2-March-23
Bonds Fell in 2022 – What Does it Mean?
2-February-23
SECURE 2 0 Act – The Plot Thickens!
16-February-23
3 Stages of Retirement!
9-February-23
We Can Predict Your Future!
2-February-23
The Top 5 Medicare Questions with Jonathan Taylor!
26-January-23
Annuities! The Good, the Bad and the Ugly!
19-January-23
Learn How You Can Pay the Most in Taxes
12-January-23
SECURE Act 2.0!
5-January-23
2023 Tax Updates!
15-December-22
A Look Back & a Little Story About a Hippo!
8-December-22
3 Retirement & Tax Updates Coming in 2023!
1-December-22
Holiday Beers and Wine at Fermental!
11-November-22
Turkey Time Q&A!
10-November-22
SCAM Alert! Cybersecurity Are You at Risk?
3-November-22
Tax Benefits of Giving!
27-October-22
6 Secrets to a Happy Retirement!
20-October-22
3 Hidden Taxes Most Retirees Don’t Know About!
13-October-22
Medicare Rules You Need to Know Prior to Open Enrollment with Jonathan Taylor!
6-October-22
Where has all the Interest Gone?
9-September-22
The Roth 5-Year Rules Demystified
22-September-22
Tax Brackets! The Two numbers You Need to Know from Your Tax Return that No One Tells You
15-September-22
Attorney Dick Horgan Takes Your Questions!
8-September-22
The Economic Consequences of a Spouse's Death!
1-September-22
Roth Conversions 2 Ways Which is Better?
25-August-22
Is the Government Reducing Your Social Security Payments?
18-August-22
Comparing ETFs and Mutual Funds – What Should You Consider!
11-August-22
Recession - is it Real or is it a Mirage?
4-August-22
Take 2! What the Fed is doing to Fight Inflation...is it Working?
28-July-22
Annuities During a Recession! The Good, the Bad and the Ugly!
21-July-22
Inflation Update: What Does it Really Mean for Your Retirement?
14-July-22
Are You Confused by RDMs?
7-July-22
Medicare Tax - Why $1 Will Make All the Difference in Your Tax!
30-June-22
The Complexity of how Social Security Tax is Raised Every Year?!?!
16-June-22
Special Guest, Attorney Dick Horgan, Takes Your Questions!!!
9-Jun-22
Your Finances During the 4 Phases of Life!
2-June-22
Stock Market-Bonds-Gold: A Look Back, A Look Forward!
26-May-22
What's Better Than a 529 Plan?
19-May-22
5 Financial Habits of Highly Effective Retirees!
12-May-22
Health Care Insurance Options After Your Spouse Retires with special guest, Jonathan Taylor!
5-May-22
The Sayings of Warren Buffet!
28-Apr-22
Inverted Yield Curve... Is the End Near?
21-Apr-22
Declutter Your Financial Life!
14-Apr-22
5 Reasons You May Not Want to Do a Roth Conversion in 2022!!!
7-Apr-22
The IRS Interpretations & Regulations Released this Year to the SECURE Act You NEED to Know!
31-Mar-22
New Charitable Giving Rules in 2022 & What You Should Know!
10-Mar-22
I Bonds! Are they a Superman Investment or Lex Luthor in Disguise?
3-Mar-22
Your Hard-Earned Money, A Roth or Traditional IRA and what Earns More?
24-Feb-22
The Tale of Wilbur and Orville: The One in Danger of Running Out of Money in Retirement!
17-Feb-22
The Periodic Table of Investments!
10-Feb-22
Intermission Week!
27-Jan-22
From George Washington through today: The History of Inflation!
27-Jan-22
What Happened, What's Ahead?
20-Jan-22
Active, Passive, Strategic or Tactical Investing?
13-Jan-22
The Impact of Interest Rates on Retirement!
6-Jan-22
2022 New Year’s Resolutions!
16-Dec-21
Holiday Grab Bag Week of Q&A!
9-Dec-21
Live From Waterline Brewing with Sam and Neil: Crafty Beers to Go with All Your Holiday Meals!
2-Dec-21
If You Had $15 Billion to Invest, How Do You Do it? With Special Guest Phon Vilayoune!
18-Nov-21
Don’t Let Your Savings Get Sucker Punched!
11-Nov-21
Congress is Targeting Your IRA with Proposed Tax Changes!
4-Nov-21
Roth 5-Year Rules: Cutting Through the Confusion!
28-Oct-21
Trick or Treat: Comparing the Positives & Negatives of Various Financial Products
21-Oct-21
How Inflation Rates Might Affect the Market with Special Guest: Tom Siomade!
14-Oct-21
Is the Market in for a Crash, the Single Number that May Give Us Some Insight?
7-Oct-21
The Battle of the Crystal Balls!
30-Sep-21
High-Net-Worth Portfolios & How Millionaires Invest!
23-Sep-21
Will My Social Security Run Out?
16-Sep-21
Dropping Like It's Hot: The Upcoming Drop In RMDs!
9-Sep-21
Navigating Retirement During Volatile Markets!
26-Aug-21
Wills -vs- Trusts: David’s Take After 20 Years!
19-Aug-21
Sam’s Away, David’s Going to Play!
12-Aug-21
Wise Money with Special Guest Daniel Wildermuth & The Strategic Endowment Approach Universities Use to Grow and Protect Their Money!
5-Aug-21
Should You Have Bullion on Hand? We’re Talking Precious Metals, Not Soup Ingredients!
29-July-21
Educating You Family on Smart Money Habits & Passing Along Your Knowledge
22-Jul-21
Are Bonds Considered Risk Free?
15-July-21
Does the 4% Rule Still Apply to Retirement?
8-July-21
Two Ways Convert to a Roth IRA
1-Jul-21
What Earns More: Roth IRA or Traditional IRA?
17-June-21
Grab Bag Week of Questions and Answers
24-June-21
Navigating Medicare and Medicare Supplement with Special Guest: Jonathan Taylor
10-June-21
Moving Into The Best Years of Your Life
27-May-21
Summer Wines You Didn’t Know You’d Love: Live from Fermental Beer and Wine!
20-May-21
How is Your Social Security Taxed?
13-May-21
Looking at the Puzzle of Taking Your Social Security
06-May-21
Widows & Widowers - the Financial Burdens They Face
29-Apr-21
The Story of Two Brothers & the One That Runs Out of Money in Retirement!
22-Apr-21
10-Year Rule Surprise from the IRS!
15-Apr-21
The Trials and Tribulations of Long Term Care Insurance!
8-Apr-21
Part 2 - When Should A Retiree Purchase Life Insurance
1-Apr-21
When Should A Retiree Purchase Life Insurance?
25-Mar-21
Grab-Bag Questions and Answers
18-Mar-21
Special Guest Dick Horagan
11-Mar-21
Ladies Only
4-Mar-21
Are Bonds Safe
25-Feb-21
The Death of the Stretch IRA
18-Feb-21
The 3 Tax Buckets & Tax Diversification
11-Feb-21
GameStop Mania! Fact, Fiction and Can it Happen it Again?
4-Feb-21
Jack & Jill and the 3 Tax Traps Lurking in Wait for Your IRA!
28-Jan-21
RMDs - What You Need to Know at Any Age!
21-Jan-21
New Charitable Giving Rules in 2021 & What Everyone Should Know!
14-Jan-21
Bitcoin Bubble? A Dive into the World of Cryptocurrency!
7-Jan-21
Year in Review & a Study in Roller Coasters
17-Dec-20
City Club Holiday Cocktails w/Greg
3-Dec-20
Risk and Reward: The One Number that Might Point to the Answer
19-Nov-20
Mutual Funds vs ETFs. What's the Difference?
12-Nov-20
Will the Presidential Election Results Impact My Retirement?
5-Nov-20
All that Glitters is Not Gold!!!
29-Oct-20
Grab-Bag Questions and Answers
22-Oct-20
The What, When, Who & How of Taking Your Social Security!
15-Oct-20
It’s Autumn and Time to Harvest Your Roth
8-Oct-20
How to do a Roth conversion?
1-Oct-20
What’s More Important than Money w/Dr. Slade Suchecki
24-Sep-20
Life Insurance -vs- Roth IRA: Which is Better?
17-Sep-20
Legacy Planning, Long Term Care, and Tax-Free Income: Yes we’re talking about Life Insurance!
10-Sep-20
What ears more, a Roth or Traditional IRA?
3-Sep-20
How to Pay the Most in Taxes
27-Aug-20
Grab-Bag Questions and Answers
23-Aug-20
Part 2 Question and Answers with Dick Horgan
20-Aug-20
Will I Run Out of Money in Retirement
6-Aug-20
Many A True Word is Spoken in Jest w/Dick Horgan
30-Jul-20
Passing on Your Financial Planning Knowledge & Experiences
23-Jul-20
Annuities! The Good! The Bad! The Ugly!
16-Jul-20
Are There Risks with Bonds?
9-Jul-20
The 4% Rule ~ Truth or Fiction???
25-Jun-20
What Makes a Robust Retirement Portfolio?