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May 27, 2023

BIG RETIREMENT QUESTIONS (plus updates on stocks, banks, and the debt ceiling)

What's going on with the U.S. debt limit? Is the stock market news something to worry about? I'm worrying about my retirement, do I have all of my options lined up? Is my plan working? All these questions and more are on this week's Retire Hour.

 

Intro: 0:00

Financial Advisors: There's Always Something Going On With The Markets - 0:21

Financial Advisors: Blind Spots In The Tax Code - 10:23

Client Corner: Special Exceptions For Disabled People and Social Security - 17:40

Medicare Advisor: Lump Sums Can Trigger IRMA - 24:12

Eidelman Law Advisor: Is Your Financial Advisor Asking Estate Planning Questions? - 33:24

CPA: Secure Act 1.0 and 2.0 - 41:27

Credits: 46:52

 

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.