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In this episode of “Straight Talk on Retirement,” Jeff Lapidus, Erin Lapidus, and Robert Markham answer listener questions and share practical strategies for those nearing or in retirement. They discuss Social Security and spousal benefits, home purchase considerations, and how to handle inheritances thoughtfully. The Retirement Coaches also explain Medicare updates and ways to simplify estate transfers and avoid unnecessary probate.
By JBL FinancialIn this episode of “Straight Talk on Retirement,” Jeff Lapidus, Erin Lapidus, and Robert Markham answer listener questions and share practical strategies for those nearing or in retirement. They discuss Social Security and spousal benefits, home purchase considerations, and how to handle inheritances thoughtfully. The Retirement Coaches also explain Medicare updates and ways to simplify estate transfers and avoid unnecessary probate.