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 info@carolinarp.com 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!

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?

18-Jun-20

Let’s Sip and Talk Stock! ...or Stock Market, Rather

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