Call 833-MAG-REPORT to meet with our team!
May 11, 2024

Our Retirement Tier System, Passing Down 401Ks, And Power Of Attorney

We introduce you to our revolutionary tier system, a listener's question on passing down their 401k to their daughter, and the importance of "power" of attorney in estate planning.

 

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

 

Intro: 0:00

Financial Advisors: A Tiered System - 0:21

Financial Advisors: A Different Skillset - 9:09

Client Question: "I'm With The Government And I'm Here To Help" - 17:46

Medicare Advisor: ACA And Premium Tax Credits - 24:43

Eidelman Law Advisor: The Power Of A Power Of Attorney - 32:13

CPA: Smooth Vs Rough Landings - 39:55

Credits: 47:20

 

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.