July 19, 2020
Know Your Options
Episode 7 of Retire Hour. Matt is joined in studio by Financial Advisor, Larry Kloefkorn, to talk about a couple that received an unexpected offer from their job, and needed help determining if it affected when they could retire. Attorney, Gerald Eidelman discusses a recent rash of troublesome estate planning documents that he’s seen in recent weeks and how you can avoid being taken advantage of. CPA, Joshua Cicora talks about a little known tool that can be helpful in reducing your taxes when giving to charities. Medicare Advisor, Bill Vawter goes over Medicare supplement plans and how your are almost certain to be overpaying.
