Complete Retirement Education. Every week.
Dec. 2, 2023

Retirement For The "Sandwich Generation"

What's the sandwich generation and how can they plan for retirement? Our team discusses real stories of tax planning, estate information, Medicare open enrollment, and finance tips and tricks for you if you're in the sandwich generation - the age of caring for possibly BOTH your children and parents.

 

Intro: 0:00

Financial Advisors: The Sandwich Generation - 0:21

Financial Advisors: A Rough Tax Year - 8:31

Client Corner: Widow's Benefits - 19:13

Medicare Advisor: $35 Insulin Cap - 24:07

Eidelman Law Advisor: What If You Can't Trust Your Trustee Anymore? - 33:11

CPA: Filing Single When Married? - 41:41

Credits: 46:54

 

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.