July 29, 2023
The Blank Check Analogy, Misleading Mailers, and Not a True Bull Market
Would you take a loan from someone without knowing the interest rate? This episode will talk about the volatile stock market, misleading mailers retirees get around age 65, and protecting how a business is passed on after death.
Intro: 0:00
Financial Advisors: Not In A True Bull Market - 0:21
Financial Advisors: The Blank Check Analogy - 7:48
Client Corner: A One And Done Sort Of Thing - 16:02
Medicare Advisor: Misleading Mailers From Scammers - 23:53
Eidelman Law Advisor: Passing On A Business To Heirs - 32:10
CPA: Know Before You Owe - 10:18
Credits: 46:25
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.
