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July 15, 2023

Avoiding Tax Bombs, Pitfalls for Retirees, and What To Do When You Move

This week, we're talking about inflation in the stock market and other financial news out of Washington that could impact your retirement plan. Our advisor panel will help you avoid "tax bombs" and discuss the importance of your plan when you move. Don't forget to stick around for our estate planning and Medicare segment on an all-new Retire Hour!

 

Intro: 0:00

Financial Advisors: Diversification Of Tools - 0:21

Financial Advisors: Avoid The Tax Bombs - 8:24

Client Corner: Pitfalls For Retirees - 16:04

Medicare Advisor: What To Do When You Move - 24:07

Eidelman Law Advisor: It's Own Can Of Worms - 33:49

CPA: BYOTA: Bring Your Own Tax Advisor - 39:15

Credits: 46:32

 

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.