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Jan. 20, 2024

CDs and Tax Consequences, Healthcare Questions, and the "Escaped Prisoner" Analogy

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Season 7

Retire Hour is back with the team approach to retirement, helping you navigate important issues like tax and health concerns, and going over what you'll need to know in 2024.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation

Intro: 0:00

Financial Advisors: The Escaped Prisoner Analogy - 0:21

Financial Advisors: Tax Consequences Of CDs - 8:26

Client Corner: The Final Approach - 17:21

Medicare Advisor: Healthcare Questions Hold People Back From Retiring - 24:10

Eidelman Law Advisor: Pitfalls Of Trying To Avoid Probate On Your Own - 32:24

CPA: What Is Form 8606 And What Does It Do? - 40:18

Credits: 46:43

 

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.