Straight Talk on Retirement with JBL Financial

9-6-25 - What to Know Before You Retire: Social Security, Medicare, and More


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In this episode of “Straight Talk on Retirement,” Jeff Lapidus, Erin Lapidus, and Robert Markham tackle some of the most common questions for those approaching or already in retirement. They discuss strategies to help maximize Social Security benefits, manage required minimum distributions, and evaluate the pros and cons of annuities. The Retirement Coaches also explain Medicare supplement underwriting, the effects of recent tax law updates, and how to plan for large expenses like home renovations.

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Straight Talk on Retirement with JBL FinancialBy JBL Financial