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June 3, 2023

Riding the MONEY ROLLERCOASTER, 3 Tips For Retirement, and 4th Quarter Tax Planning

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Season 6

Retire Hour this week is FULL of great tips. Guest Host Rick Everett is here with Larry, Danny, Julie, and more to discuss all things retirement.

 

Intro: 0:00

Financial Advisors: "I Don't Want My Money On A Roller Coaster" - 0:21

Financial Advisors: Red Zone Mentality - 9:24

Client Corner: 3 Tips For Retirement - 16:55

Medicare Advisor: Yearly Medicare Review? - 24:17

Eidelman Law Advisor: Joint Tenants With Rights Of Survivorship - 32:23

CPA: 4th Quarter Tax Planning - 40:18

Credits: 46:56

 

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.