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 weekly 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 subscribe to 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 firstname.lastname@example.org and you will be entered into our weekly wine giveaway!
Miss the live show?
Click on an event below to watch the rerun on demand!
Learn How You Can Pay the Most in Taxes
SECURE Act 2.0!
2023 Tax Updates!
A Look Back & a Little Story About a Hippo!
3 Retirement & Tax Updates Coming in 2023!
Holiday Beers and Wine at Fermental!
Turkey Time Q&A!
SCAM Alert! Cybersecurity Are You at Risk?
Tax Benefits of Giving!
6 Secrets to a Happy Retirement!
3 Hidden Taxes Most Retirees Don’t Know About!
Medicare Rules You Need to Know Prior to Open Enrollment with Jonathan Taylor!
Where has all the Interest Gone?
The Roth 5-Year Rules Demystified
Tax Brackets! The Two numbers You Need to Know from Your Tax Return that No One Tells You
Attorney Dick Horgan Takes Your Questions!
The Economic Consequences of a Spouse's Death!
Roth Conversions 2 Ways Which is Better?
Is the Government Reducing Your Social Security Payments?
Comparing ETFs and Mutual Funds – What Should You Consider!
Recession - is it Real or is it a Mirage?
Take 2! What the Fed is doing to Fight Inflation...is it Working?
Annuities During a Recession! The Good, the Bad and the Ugly!
Inflation Update: What Does it Really Mean for Your Retirement?
Are You Confused by RDMs?
Medicare Tax - Why $1 Will Make All the Difference in Your Tax!
The Complexity of how Social Security Tax is Raised Every Year?!?!
Special Guest, Attorney Dick Horgan, Takes Your Questions!!!
Your Finances During the 4 Phases of Life!
Stock Market-Bonds-Gold: A Look Back, A Look Forward!
What's Better Than a 529 Plan?
5 Financial Habits of Highly Effective Retirees!
Health Care Insurance Options After Your Spouse Retires with special guest, Jonathan Taylor!
The Sayings of Warren Buffet!
Inverted Yield Curve... Is the End Near?
Declutter Your Financial Life!
5 Reasons You May Not Want to Do a Roth Conversion in 2022!!!
The IRS Interpretations & Regulations Released this Year to the SECURE Act You NEED to Know!
New Charitable Giving Rules in 2022 & What You Should Know!
I Bonds! Are they a Superman Investment or Lex Luthor in Disguise?
Your Hard-Earned Money, A Roth or Traditional IRA and what Earns More?
The Tale of Wilbur and Orville: The One in Danger of Running Out of Money in Retirement!
The Periodic Table of Investments!
From George Washington through today: The History of Inflation!
What Happened, What's Ahead?
Active, Passive, Strategic or Tactical Investing?
The Impact of Interest Rates on Retirement!
2022 New Year’s Resolutions!
Holiday Grab Bag Week of Q&A!
Live From Waterline Brewing with Sam and Neil: Crafty Beers to Go with All Your Holiday Meals!
If You Had $15 Billion to Invest, How Do You Do it? With Special Guest Phon Vilayoune!
Don’t Let Your Savings Get Sucker Punched!
Congress is Targeting Your IRA with Proposed Tax Changes!
Roth 5-Year Rules: Cutting Through the Confusion!
Trick or Treat: Comparing the Positives & Negatives of Various Financial Products
How Inflation Rates Might Affect the Market with Special Guest: Tom Siomade!
Is the Market in for a Crash, the Single Number that May Give Us Some Insight?
The Battle of the Crystal Balls!
High-Net-Worth Portfolios & How Millionaires Invest!
Will My Social Security Run Out?
Dropping Like It's Hot: The Upcoming Drop In RMDs!
Navigating Retirement During Volatile Markets!
Wills -vs- Trusts: David’s Take After 20 Years!
Sam’s Away, David’s Going to Play!
Wise Money with Special Guest Daniel Wildermuth & The Strategic Endowment Approach Universities Use to Grow and Protect Their Money!
Should You Have Bullion on Hand? We’re Talking Precious Metals, Not Soup Ingredients!
Educating You Family on Smart Money Habits & Passing Along Your Knowledge
Are Bonds Considered Risk Free?
Does the 4% Rule Still Apply to Retirement?
Two Ways Convert to a Roth IRA
What Earns More: Roth IRA or Traditional IRA?
Grab Bag Week of Questions and Answers
Navigating Medicare and Medicare Supplement with Special Guest: Jonathan Taylor
Moving Into The Best Years of Your Life
Summer Wines You Didn’t Know You’d Love: Live from Fermental Beer and Wine!
How is Your Social Security Taxed?
Looking at the Puzzle of Taking Your Social Security
Widows & Widowers - the Financial Burdens They Face
The Story of Two Brothers & the One That Runs Out of Money in Retirement!
10-Year Rule Surprise from the IRS!
The Trials and Tribulations of Long Term Care Insurance!
Part 2 - When Should A Retiree Purchase Life Insurance
When Should A Retiree Purchase Life Insurance?
Grab-Bag Questions and Answers
Special Guest Dick Horagan
Are Bonds Safe
The Death of the Stretch IRA
The 3 Tax Buckets & Tax Diversification
GameStop Mania! Fact, Fiction and Can it Happen it Again?
Jack & Jill and the 3 Tax Traps Lurking in Wait for Your IRA!
RMDs - What You Need to Know at Any Age!
New Charitable Giving Rules in 2021 & What Everyone Should Know!
Bitcoin Bubble? A Dive into the World of Cryptocurrency!
Year in Review & a Study in Roller Coasters
City Club Holiday Cocktails w/Greg
Risk and Reward: The One Number that Might Point to the Answer
Mutual Funds vs ETFs. What's the Difference?
Will the Presidential Election Results Impact My Retirement?
All that Glitters is Not Gold!!!
Grab-Bag Questions and Answers
The What, When, Who & How of Taking Your Social Security!
It’s Autumn and Time to Harvest Your Roth
How to do a Roth conversion?
What’s More Important than Money w/Dr. Slade Suchecki
Life Insurance -vs- Roth IRA: Which is Better?
Legacy Planning, Long Term Care, and Tax-Free Income: Yes we’re talking about Life Insurance!
What ears more, a Roth or Traditional IRA?
How to Pay the Most in Taxes
Grab-Bag Questions and Answers
Part 2 Question and Answers with Dick Horgan
Will I Run Out of Money in Retirement
Many A True Word is Spoken in Jest w/Dick Horgan
Passing on Your Financial Planning Knowledge & Experiences
Annuities! The Good! The Bad! The Ugly!
Are There Risks with Bonds?
The 4% Rule ~ Truth or Fiction???
What Makes a Robust Retirement Portfolio?