Complete Retirement Education. Every week.
Aug. 26, 2023

How To Change Financial Advisors, U.S. Bank Downgrades, And Tax Planning

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Season 6

The Retire Hour team talks about the recent bank downgrades, important news from around the global economy, plus Medicare, estate planning, and tax help.


Intro: 0:00

Financial Advisors: Even More Bank Downgrades? - 0:21

Financial Advisors: When Financial Advisors Can't Speak To Taxes - 8:39

New Client Corner: How To Change Financial Advisors - 17:12

Medicare Advisor: Part A Makes Sign Up For Part B Easier - 24:14

Eidelman Law Advisor: Inheriting Assets When You're Already On Medicaid - 33:21

CPA: The Gold Standard - 41:25

Credits: 47:11


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.