Complete Retirement Education. Every week.
July 8, 2023

The United States' Obligation to Medicaid, the Social Security Formula, checking in on Taxes

Retire Hour this week focuses on how taxes are overlooked in retirement planning. Host Matt Goolsby is here with Larry, Jonathon, Joshua and more to discuss all things retirement.

 

Intro: 0:00

Financial Advisors: Social Security Formula - 0:21

Financial Advisors: Retirement Planning Is More Than Just Investments - 8:58

Client Corner: Feeler Questions For New Clients - 18:11

Medicare Advisor: Advantage vs. Supplements - 24:15

Eidelman Law Advisor: The U.S. Has An Obligation You Won't Like - 32:31

CPA: Mid-Year Tax Check Up - 41:43

Credits: 46:46

 

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.