Call 833-MAG-REPORT to meet with our team!
Sept. 23, 2023

HIDDEN FEES, Taxes, Plus Fred & Wilma's Big Problem...

This episode of Retire Hour is all about helping you find hidden fees when it comes to taxes on your retirement account, and understanding the benefits of good estate planning attorneys, medicare open enrollment assistance, and avoiding high taxes.

 

Intro: 0:00

Financial Advisors:Tossed To And Fro - 0:21

Financial Advisors: What Tax Consequences May Be Lurking Out There? - 6:42

Client Corner: "They Wouldn't Tell Them What They Were Being Charged In Fees?" - 16:37

Medicare Advisor: Open Enrollment Is Coming - 24:10

Eidelman Law Advisor: "Should I Put My Kid's Name On My House?" - 32:36

CPA: Fred And Wilma's Bedrock Bottom Tax Problem - 41:02

Credits: 46:51

 

Learn more at: https://retirehour.com

 

Joshua's Secret Word was... "Otiose" (adjective. lazy; being at leisure). Submitted by Laure G.

 

Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshuas-secret-word

 

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.