July 12, 2020
Avoiding Pitfalls
Episode 6 of Retire Hour. Jonathon McCoy joined Matt in studio to tell the story of a couple he helped determine if they were ready to retire and how to be prepared for unexpected expenses along the way. Bill Vawter talks about Medicare, long-term care and how those two things really don’t go together. Joshua Cicora goes over how the tax deadlines have changed this year and some tips on how to avoid additional penalties. Gerald Eidelman discusses the best ways to stay out of probate and some of the reasons why you want to avoid probate.
