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May 13, 2023

Is Your Financial Advisor Ethical?

The Retire Hour crew discusses current market inflation, prices surging upward across the board, and how to tell if your advisor is ethical or not. Our Medicare, Estate, and Tax segments will give you key information also. Also...did Matt ROAST Gerald in the estate segment???


Intro: 0:00

Financial Advisors: Prices Don't Go Back Down - 0:21

Financial Advisors: Keeping Pace With Inflation - 8:40

Client Corner: Is Your Advisor Ethical? - 16:06

Medicare Advisor: Costs Of Prescription Drugs - 24:16

Eidelman Law Advisor: Online Estate Plans? - 32:13

CPA: Tax Implications When You Transition Your Portfolio Into Precious Metals - 40:19

Credits: 46:52


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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.