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April 15, 2023

How To Do LEGACY PLANNING For Retirement

Because your future matters, it's time to start thinking about legacy planning. In this episode, hear about personal stories from people making retirement decisions that impact finances, healthcare, taxes, and the uncertainty of the world from our professionals.


Intro: 0:00

Financial Advisors: Surprise Death And Its Consequences - 0:21

Financial Advisors: Legacy Planning - 9:55

Client Corner: Social Security Is Predictable - 19:07

Medicare Advisor: "I Hate Medicare Advantage" - 27:05

Eidelman Law Advisor: The Widow Mary - 36:48

CPA: Going Through A Labyrinth Without A Map - 41:10

Credits: 47:18


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.