Complete Retirement Education. Every week.
Oct. 21, 2023

When You Should Retire, Estate Planning Gone Wrong, And Medicare Changes

Let's talk about your ideal retirement age, some major market news, and a client story from our advisors. Then, we'll bring on our estate planning attorney, medicare advisor, and tax professional.

 

Intro: 0:00

Financial Advisors: When Do You Want To Retire? - 0:21

Financial Advisors: Longest Landing In History - 9:17

Client Corner: Not 10 Years But 5 - 15:54

Eidelman Law Advisor: What Could Go Wrong? - 24:13

Medicare Advisor: Sometimes The Situation Changes And So Should Your Medicare - 30:55

CPA: Is It A Business Or Just A Hobby? - 40:09

Credits: 46:55

 

Learn more at: https://retirehour.com Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshu...

 

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.