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July 8, 2023

The United States' Obligation to Medicaid, the Social Security Formula, checking in on Taxes

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Season 6

Retire Hour this week focuses on how taxes are overlooked in retirement planning. Host Matt Goolsby is here with Larry, Jonathon, Joshua and more to discuss all things retirement.

 

Intro: 0:00

Financial Advisors: Social Security Formula - 0:21

Financial Advisors: Retirement Planning Is More Than Just Investments - 8:58

Client Corner: Feeler Questions For New Clients - 18:11

Medicare Advisor: Advantage vs. Supplements - 24:15

Eidelman Law Advisor: The U.S. Has An Obligation You Won't Like - 32:31

CPA: Mid-Year Tax Check Up - 41:43

Credits: 46:46

 

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.