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July 1, 2024

You Have A Tax Coupon That Expires Soon

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Season 7

Our financial advisors discuss Market Advisory Group's new prospective client process, and we'll talk about younger spouses not being of Medicare age, limits of trusts, and estate tax exemption.

 

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle #chiefs #kcchiefs #kansascitychiefs #patrickmahomes #traviskelce

 

00:21 MAG REPORT

09:07 Forced Into Early Retirement

17:56 Listener Question: "ETFs and Are They Good For Retirement?"

26:13 Medicare With Younger Spouses

35:11 Estate Planning Trusts Don't Always Protect Assets From Medicaid

44:15 A Tax Coupon That Expires Soon