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Oct. 14, 2023

Inflation Tips, Spending in Retirement, and Roth Conversions

The Retire Hour team is here to educate you on how to manage roth conversions, what to do with your money during inflation, and the new "Scope of Appointment" you'll get regarding Medicare. Learn more about the team and a review of your retirement here: www.marketadvisorygroup.com

 

Intro: 0:00

Financial Advisors: Inflation Tips - 0:21

Financial Advisors: Some Retirees Struggle To Pivot From Saving To Spending In Retirement - 6:41

Client Corner: You Have To Focus On The Client's Primary Worry First - 15:16

Medicare Advisor: Scope Of Appointment? - 24:13

Eidelman Law Advisor: Whispers In A Surviving Spouse's Ear - 31:55

CPA: A Roth Conversion For Basically Free? - 39:10

Credits: 47:07

 

Learn more at: https://retirehour.com Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshu...

 

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.