On this episode, we'll talk about the latest updates from the U.S. Government as it impacts retirement planning, as well as discuss relevant client stories and if you should do anything different with your retirement plan, what happens if you get audited, and things to avoid to save best.
Intro: 0:00
Financial Advisors: It's Going To Be A Bumpy Ride - 0:21
Financial Advisors: "Her Jaw Hit The Table" - 8:37
Client Corner: FOMO: Fear Of Missed Opportunities - 17:10
Medicare Advisor: They Don't Have Time To Really Dig For That Information - 24:14
Eidelman Law Advisor: The Estate Tax Exemption - 33:06
CPA: Love Note From The IRS - 41:51
Credits: 46:56
Learn more at: https://retirehour.com
Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshuas-secret-word
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.
