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March 18, 2023

I Owe How Much? When Taxes Catch You By Surprise.

In today's episode, we talk about Market Instability leading to pitfalls, knowing what you're paying Advisors for, and diversifying your portfolio. Then, our CPA shows how fast a fear-based decision can lead to a $35,000 Tax Bill if you don't have someone in your corner with the right expertise.

Intro: 0:00

Financial Advisors: Bonds. Tricky Bonds. - 0:21

Financial Advisors: Pre-Tax Accounts Only? - 8:20

Client Corner: Fees, Darned Fees, and Statistics - 16:39

Medicare Advisor: 'Til Medicare Do Us Part - 23:51

Eidelman Law Advisor: Operations Of Laws - 31:51

CPA: $35,000 Tax Bill? What? - 41:32

Credits: 47:16

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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.