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Nov. 4, 2023

Volatile Bonds, Tax Planning Strategies, and The Hot Sauce Analogy

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Season 6

The Retire Hour team is here to discuss income planning, investing, estate planning, taxes, and Medicare. A retirement team for you is one click away: www.marketadvisorygroup.com

 

Intro: 0:00

Financial Advisors: Are Bonds Really Less Volatile - 0:21

Financial Advisors: The Hot Sauce Analogy - 9:09

Client Corner: The Old Rules vs The New Rules - 16:34

Medicare Advisor: Sometimes Getting Healthier Can Save You Money - 24:09

Eidelman Law Advisor: What's A DNR? - 31:50

CPA: Why Can't We Start Tax Planning Until The End Of The Years - 40:38

Credits: 46:55

 

Learn more at: https://retirehour.com Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshu...

 

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.