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Aug. 19, 2023

Will The Recession Ever Come?! Plus Tax Planning & What To Do When Your Heir Overspends

We are back with our full panel of financial advisors once again discussing tax planning, retirement strategies, investment ideas, and what you should do with your estate if you heir spends, uh, creatively.

 

Intro: 0:00

Financial Advisors: Will The Recession Ever Come? - 0:21

Financial Advisors: The Tax Man Doesn't Wait For His Payment - 7:37

Client Corner: People Want To See The Experts In Person- 16:34

Medicare Advisor: What Is An SEP? - 24:13

Eidelman Law Advisor: What To Do When Your Heir Is A Creative Spender - 33:31

CPA: Who Knows Those Rules? - 41:14

Credits: 47:11

 

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.