Complete Retirement Education. Every week.
Sept. 16, 2023

Inflation Is a Challenge - Plus Tax Torpedoes, Medicare, Tax, and Estate Help

Intro: 0:00

Financial Advisors: Inflation Insurgency - 0:21

Financial Advisors: Social Security Tax Torpedo - 7:43

Client Corner: Cause More Problems Than They Solve - 16:42

Medicare Advisor: Reset The Clock - 24:04

Eidelman Law Advisor: "Is A Will Needed If I Have A Trust?" - 32:39

CPA: Secret Option #4 - 42:21

Credits: 47:03

 

Learn more at: https://retirehour.com

 

Joshua's Secret Word was... "Abstruse" (adjective. difficult to understand; obscure). Submitted by Big Daddy Ben

 

Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshuas-secret-word

 

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.