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April 6, 2024

Money Vs. Time In Retirement, Social Security for Widowers, and Kevin's Tax Story

In retirement planning, advisors like us can help increase your money, but we cannot add more time. We'll talk about that dynamic in this episode. Our client question segment comes to us from a widower needing to know if they should suspend social security, and we'll take a look at Medicare scams and Kevin's tax story.

 

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

 

Intro: 0:00

Financial Advisors: We Can Make More Money, But We Can't Make More Time - 0:21

Financial Advisors: A Friend's Death Is An Eye-Opener - 9:15

Client Question: Suspending Social Security To Take Widower's Benefit - 17:34

Medicare Advisor: A Medicare Scam - 24:37

Eidelman Law Advisor: "Do I Need An Estate Plan If I Have Almost Nothing To Pass Down?" - 33:25

CPA: We Need To Talk About Kevin - 40:41

Credits: 47:07

 

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.