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June 21, 2020

Things to know

Episode 3 of Retire Hour. Today on the show Larry Kloefkorn & Matt Goolsby sit down to talk about some of the less obvious benefits of having a financial advisor. CPA Joshua Cicora joins the show to go over some of the different types of retirement accounts and how that impacts your taxes. Medicare Advisor Bill Vawter highlights some things you should consider even if you are already enrolled in Medicare. Attorney Gerald Eidelman looks at trusts and how that impacts your estate plan.