Making Wise Financial Decisions, Roth Conversions, And Is Recession Looming?

The 2023 calendar year is winding down. Are you prepared with tax planning as we approach 2024? Is your portfolio where you want it to be? Let's talk about client stories from people like you wanting to find the best way to retire. Our team gathers together to help your financial literacy grow. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation

Intro: 0:00

Financial Advisors: Only 10 Options For Your Retirement? - 0:21

Financial Advisors: Recession? - 8:57

Client Corner: Saucers In Their Eyes - 17:11

Medicare Advisor: Annual Enrollment vs Advantage Open Enrollment - 24:55

Eidelman Law Advisor: A Will Can Only Really Do One Thing - 33:24

CPA: Really Bad Advice A New Client Had Been Given - 41:25

Credits: 47:40

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.