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Feb. 4, 2023

Roadblocks to Retirement, Paying Off Your Home, and Tax Prep vs Tax Advising (S06E05)

The Retire Hour team discusses common roadblocks people face while heading into retirement, questions about house payments, and the difference between tax preparation and tax advising. Got retirement questions for our hosts? Submit yours at https://retirehour.com.

Intro: 0:00

Financial Advisors: Optimize Your Social Security - 0:21

Financial Advisors: Uncle Sam Gets A Piece - 8:32

Client Corner: Remember Those Old Days - 16:11

Medicare Advisor: Couples Go Their Separate Ways With Medicare - 24:06

Eidelman Law Advisor: Contested Estate Plans - 32:50

CPA: Referring To A Tax Specialist - 41:30

Credits: 47:32

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.