Sept. 6, 2020
You May Not Have Known…
Episode 14 of Retire Hour. How do you prepare to pay for long term care? Danny Goolsby joins Matt to talk about a couple that was facing that question, and what the team at Market Advisory Group did to help them answer that question. Are you in the giving mood? Joshua Cicora, CPA at Market Tax Services, reviews gift taxes and what types of gifts are taxable. Open Enrollment for Medicare is quickly approaching. Bill Vawter of Market Medicare Advisors tells Matt, who should be paying attention to Open Enrollment and what they should be paying attention to. Gerald Eidelman of Eidelman Law Firm joins the show to talk about his book, The Inheritance Trap, and some of the insights it provides.
