Oct. 21, 2023

When You Should Retire, Estate Planning Gone Wrong, And Medicare Changes

Let's talk about your ideal retirement age, some major market news, and a client story from our advisors. Then, we'll bring on our estate planning attorney, medicare advisor, and tax professional.

 

Intro: 0:00

Financial Advisors: When Do You Want To Retire? - 0:21

Financial Advisors: Longest Landing In History - 9:17

Client Corner: Not 10 Years But 5 - 15:54

Eidelman Law Advisor: What Could Go Wrong? - 24:13

Medicare Advisor: Sometimes The Situation Changes And So Should Your Medicare - 30:55

CPA: Is It A Business Or Just A Hobby? - 40:09

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.