Complete Retirement Education. Every week.
June 24, 2023

Fees, Taxes, and Other Retirement Things Your Financial Advisor Doesn't Want You To Know

It's time to discuss finances, and advisors you use to invest. What fees do they charge? What taxes are you looking at on your nest egg or social security? Our financial advisor panel will discuss these and more. Don't forget to watch the end for our segments on Medicare, Estate Planning, and Taxes.

 

Intro: 0:00

Financial Advisors: Burning Your CD Now - 0:21

Financial Advisors: Sweeping For Tax Mines - 10:10

Client Corner: Feeless Entry - 17:29

Medicare Advisor: It's A Tricky Game - 24:17

Eidelman Law Firm: Protecting Your Finances In Case You Become Incapacitated - 32:23

CPA: Death And Taxes - 39:16

Credits: 46:52

 

Learn more at: https://retirehour.com

 

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.