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!

Miss the live show?

Clink on an event below to watch the rerun on demand!

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???

2-Jul-20

5 Questions Every Retiree Must Answer!

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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