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Dec. 16, 2023

Tax Help, Crafting Your Will, And The Market Advisory Group Process

This episode of Retire Hour will give you insights on your investments, what to do with your will, managing tax difficulties, and how Retire Hour's team uses the Market Advisory Group approach to retirement planning. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation

 

Intro: 0:00

Financial Advisors: Tail Wagging The Dog - 0:21

Financial Advisors: Does A Tax Silver Bullet Exist? - 10:34

Client Corner: What's Market Advisory Group's Process? - 20:32

Medicare Advisor: Reviewing Options Is Good Even If You Don't Make Changes - 24:10

Eidelman Law Advisor: Last Will Vs. Living Will - 31:28

CPA: What In The World Is Alternative Minimum Tax? - 40:53

Credits: 46:57

 

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.