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June 28, 2020

Real World Scenarios

Episode 4 of Retire Hour. Matt Goolsby hosts the show and is joined by Medicare Advisor, Bill Vawter, to discuss how Medicare works with other types of health insurance. Joshua Cicora talks with Matt about the different types of retirement accounts you can have and the various rules that apply to each one. Gerald Eidelman tells Matt about several scenarios that he’s seen play out with his clients and the trusts they set up.