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What is normal when it comes to financial advising? Do I need to move my 401K when I leave work? What are the pros & cons? Do I have to take Medicare at age 65?
Intro: 0:00
Financial Advisors: What Is Normal? - 0:21
Financial Advisors: Love The Sound Of "Tax-Free" - 9:16
New Client Corner: Pros And Cons Of Moving 401K From Workplace To An Independent Financial Advisor - 17:23
Medicare Advisor: Do You Have To Take Medicare At Age 65? - 24:05
Eidelman Law Advisor: Having A Trust Isn't Enough If You Don't Include Your Assets Inside It - 31:51
CPA: Don't Forget Net Vs Gross - 41:16
Credits: 47:04
Learn more at: https://retirehour.com
Joshua's Secret Word was... "Flabbergasted" (adjective. greatly surprised or astonished).
Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshuas-secret-word
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.
2.5
44 ratings
What is normal when it comes to financial advising? Do I need to move my 401K when I leave work? What are the pros & cons? Do I have to take Medicare at age 65?
Intro: 0:00
Financial Advisors: What Is Normal? - 0:21
Financial Advisors: Love The Sound Of "Tax-Free" - 9:16
New Client Corner: Pros And Cons Of Moving 401K From Workplace To An Independent Financial Advisor - 17:23
Medicare Advisor: Do You Have To Take Medicare At Age 65? - 24:05
Eidelman Law Advisor: Having A Trust Isn't Enough If You Don't Include Your Assets Inside It - 31:51
CPA: Don't Forget Net Vs Gross - 41:16
Credits: 47:04
Learn more at: https://retirehour.com
Joshua's Secret Word was... "Flabbergasted" (adjective. greatly surprised or astonished).
Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshuas-secret-word
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.
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