Sept. 13, 2020
Common Concerns
Episode 15 of Retire Hour. Are you experiencing some unexpected changes in your financial picture? You are not alone. Jonathon McCoy and Matt Goolsby of Market Advisory Group look at the situation of women that Jonathon recently met with, and how they helped her. She was facing unexpected retirement, four years before she had planned. Bill Vawter, of Market Medicare Advisors, comes in studio to talk about what you need to be focused on during the upcoming Medicare open enrollment period. Gerald Eidelman, of Eidelman Law Firm, looks at trusts at some of the different types of trusts and the reasons you may want a particular trust. Joshua Cicora, of Market Tax Services, goes over some of the best practices when it comes to records and how long to keep them.
