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Jan. 27, 2024

How To Phase Into Retirement, HSAs, and Long-Term Care Plans

This episode of Retire Hour covers how you should rewire your thinking on retirement, and how you should phase into it when you're ready. We'll also talk with our medicare, estate planning, and tax CPA for your educational benefit.

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

Intro: 0:00

Financial Advisors: It's Not Retiring, It's Rewiring - 0:21

Financial Advisors: Phasing Into Retirement - 9:07

Client Corner: Custom Tuning - 17:27

Medicare Advisor: What Is An HSA? - 24:10

Eidelman Law Advisor: Long-Term Care Plan - 32:50

CPA: Your Taxes Are As Unique As Your Thumbprint - 40:04

Credits: 46:50

 

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.