Aug. 16, 2020
Unexpected Changes
Episode 11 of Retire Hour. Matt is in studio with Joshua Cicora, CPA with Market Tax Services, to discuss what medical expenses care be deducted. Medicare Advisor, Bill Vawter tells a story about a client who is eligible for Medicare, is continuing to work where she has group insurance available to her and what are some of the things she needed to consider when deciding how to proceed with her health insurance. Danny Goolsby, financial advisor with Market Advisory Group, talks about a meeting he had this past week with someone who was laid off at work and forced into retirement and how they works with a retirement account she had through her former employer. Estate Planning attorney, Gerald Eidelman goes over what happens when a spouse passes away and how make the best out of the income options you have available to you.
