WIN Your Retirement: Help with Taxes, Medicare, and Transferring A Business

The Retire Hour team is here to discuss two clients' must-hear story, how to manage tax planning, underwriting in Medicare, and how to transfer a business upon death. How is your retirement planning going? Let us know in the comments. #retirement #retirementplanning #money #investing #medicare #taxes

Intro: 0:00

Financial Advisors: A Story Of Two Clients - 0:21

Financial Advisors: Lost In Translation - 8:20

Client Corner: Sobering To See The Taxes We Could Owe - 17:32

Medicare Advisor: What Is Underwriting - 24:12

Eidelman Law Advisor: Transferring A Business On Death? - 32:55

CPA: Adjusting Withholdings - 41:20

Credits: 46:56

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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.