Complete Retirement Education. Every week.
March 23, 2024

Is There Ever A Good Time To Sell, Ad-Hoc Management, and Tax Hits From CDs

If you are retiring soon and your company has no Human Resources to guide you, or your estate planning is getting complicated with your business partnership, we dive deep on these issues this week along with tax hits from CDs and if there's ever a good time to sell.


#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri


Intro: 0:00

Financial Advisors: Is There Ever A Good Time To Sell? - 0:21

Financial Advisors: Ad-Hoc Management - 9:25

Client Question: Retiring Without Human Resources To Guide You - 18:03

Medicare Advisor: Healthcare After Becoming A Widow - 24:44

Eidelman Law Advisor: Estate Planning And Business Partnerships - 32:57

CPA: Tax Hit From CDs - 41:05

Credits: 47:28


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.