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March 11, 2023

Client Corner: A Tale of Two Sisters

In today's episode, we unpack a client corner story that tracks the lives of two sisters and their investment decisions, a key segment you'll definitely want to watch. Then, our Retirement experts talk about the "red zone," cashflow, and our CPA goes over all sorts of acronyms.


Intro: 0:00

Financial Advisors: The Retirement Redzone - 0:21

Financial Advisors: Cashflow Is Vital - 8:20

Client Corner: It Was The Best Of Times, It Was The Worst Of Times - 16:06

Medicare Advisor: Should You Double Up On Group Insurance And Medicare? - 24:06

Eidelman Law Advisor: Power Of Attorney Is Only For Life - 32:28

CPA: RMDs, QCDs And ACAs, Oh My - 42:05

Credits: 47:37


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.