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April 29, 2023

When To File Social Security, Tax Implications, And Where Your Money Goes When You Die

Retirement can be complicated. We're simplifying social security questions for you on this episode as well as talking about money implications of death, lump sum pensions, and the taxes behind it all.


Intro: 0:00

Financial Advisors: Back Dating Social Security? - 0:21

Financial Advisors: Lump Sum Pensions - 8:52

Client Corner: Mr. Fees - 17:02

Medicare Advisor: Maybe You Should Take Your Prescription Across The Street To Save Money - 24:10

Eidelman Law Advisor: Where Is Your Money Going When You Die? - 31:43

CPA: Some Want To Owe Uncle Sam, Some Want A Refund - 40:09

Credits: 46:40


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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.