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June 15, 2024

Investing Risks, A.I. For An Estate Plan, And Tax Implications of Stock Options

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Season 7

Our financial advisors tackle the questions of how much risk you should take on in retirement, and we'll talk having a crystal ball in healthcare, your estate plan, and stock options relating to taxes.

 

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

 

00:21 Amounts Of Investing Risk

09:30 Being Too Conservative

18:04 Listener Question: Survivor's Benefits

26:08 Medicare's Crystal Ball

35:28 Estate Planning And A.I.?

45:28 Taxes On Stock Options