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March 30, 2024

Your Financial Fingerprint Matters (Plus Tax Concerns!)

Our financial advisors will discuss putting off retirement, a client question about financial fingerprints, plus medicare, estate law, and tax concerns with April 15th rapidly approaching.

 

Intro: 0:00

Financial Advisors: Class vs Lab - 0:21

Financial Advisors: Don't Put It Off - 9:42

Client Question: Depends On Your Financial Fingerprint - 17:57

Medicare Advisor: The Barn Is Already On Fire - 24:46

Eidelman Law Advisor: The Death Tax Is Changing Soon - 33:34

CPA: Unforced Tax Error - 42:12

Credits: 47:14

 

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.