March 30, 2024
Your Financial Fingerprint Matters (Plus Tax Concerns!)
Our financial advisors will discuss putting off retirement, a client question about financial fingerprints, plus medicare, estate law, and tax concerns with April 15th rapidly approaching.
Intro: 0:00
Financial Advisors: Class vs Lab - 0:21
Financial Advisors: Don't Put It Off - 9:42
Client Question: Depends On Your Financial Fingerprint - 17:57
Medicare Advisor: The Barn Is Already On Fire - 24:46
Eidelman Law Advisor: The Death Tax Is Changing Soon - 33:34
CPA: Unforced Tax Error - 42:12
Credits: 47:14
Learn more at: https://retirehour.com 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.
