July 26, 2020
Volatility and Planning
Episode 8 of Retire Hour. Danny Goolsby joins Matt in studio this week. Danny discusses sequence of returns and how volatility in the stock market affects your portfolio. Estate Planning Attorney, Gerald Eidelman, talks about blended families and the different dynamics at play when it comes to estate planning. Bill Vawter goes over how prescription drugs are handled with Medicare and some of the costs you could be facing. CPA Joshua Cicora looks at the capital gains tax and how that can be used during tax planning.
