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March 25, 2023

Bank Failures Across the Country and How To Not Blow $50 Million In Eight Years

In this episode of Retire Hour, the Market Advisory Group panel discusses the rampant bank failures we've seen in recent weeks. We also sit down with our Medicare expert about IRMA affecting your taxes, how a lottery winner blew $50 Million in just eight years, and tax information you'll need to know about the Secure Act 2.0.


Intro: 0:00

Financial Advisors: Bank Failures Across America. - 0:21

Financial Advisors: Tax Man: "You Can Pay Me Now, Or You Can Pay Me Later" - 8:01

Client Corner: There's A Lot To Unpack There - 15:53

Medicare Advisor: Who's Irma And Why Do I Owe So Much In Taxes? - 23:59

Eidelman Law Advisor: "I'll Take This Money To The Grave" - 32:27

CPA: Mistake In Secure Act 2.0 - 40:33

Credits: 47:11


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Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.