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July 22, 2024

Who Works For Who Here? | Retire Hour

Our financial advisors discuss unexpected illnesses, and we'll talk about Medicare in different states, gaps in Powers of Attorney, and Rule 72T and what it means for you.


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00:21 When Illnesses Strike Unexpectedly

08:45 Who Works For Who Here?

18:30 Listener Question: "Getting Business Information To Executor?"

26:29 Medicare In Different States

34:50 Estate Planning Gaps In Powers Of Attorney

43:41 Taxes and Rule 72T