What is normal when it comes to financial advising? Do I need to move my 401K when I leave work? What are the pros & cons? Do I have to take Medicare at age 65?
Intro: 0:00
Financial Advisors: What Is Normal? - 0:21
Financial Advisors: Love The Sound Of "Tax-Free" - 9:16
New Client Corner: Pros And Cons Of Moving 401K From Workplace To An Independent Financial Advisor - 17:23
Medicare Advisor: Do You Have To Take Medicare At Age 65? - 24:05
Eidelman Law Advisor: Having A Trust Isn't Enough If You Don't Include Your Assets Inside It - 31:51
CPA: Don't Forget Net Vs Gross - 41:16
Credits: 47:04
Learn more at: https://retirehour.com
Joshua's Secret Word was... "Flabbergasted" (adjective. greatly surprised or astonished).
Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshuas-secret-word
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.
