Call 833-MAG-REPORT to meet with our team!

CDs and Tax Consequences, Healthcare Questions, and the "Escaped Prisoner" Analogy

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation

Retire Hour is back with the team approach to retirement, helping you navigate important issues like tax and health concerns, and going over what you'll need to know in 2024.

Intro: 0:00
Financial Advisors: The Escaped Prisoner Analogy - 0:21
Financial Advisors: Tax Consequences Of CDs - 8:26
Client Corner: The Final Approach - 17:21
Medicare Advisor: Healthcare Questions Hold People Back From Retiring - 24:10
Eidelman Law Advisor: Pitfalls Of Trying To Avoid Probate On Your Own - 32:24
CPA: What Is Form 8606 And What Does It Do? - 40:18
Credits: 46:43

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.