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Feb. 24, 2024

Retirement By TEAM (& How You Can Do It, Too!)

Learn how to go with a team-based retirement approach with our team of professionals. This week, social security concerns, bonds vs stocks, marriage in estate planning, and CD interests.

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

Intro: 0:00

Financial Advisors: The Team Approach - 0:21

Financial Advisors: "If You Can Tell Me When You'll Pass Away, I Can Tell You The Best Time To Start Social Security" - 10:00

Client Corner: Are Bonds Safer Than Stocks? - 21:55

Medicare Advisor: Retired But Not At Medicare Age - 24:45

Eidelman Law Advisor: Not Married But Live Together - 33:44

CPA: CD Interests And Tax Consequences - 41:32

Credits: 47:29

 

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.