
Sign up to save your podcasts
Or
Our financial advisors discuss the risks, and then talk about Initial Enrollments deadlines, Trusts and Investments, and how to play a joke on your heirs (NOTE: don't do this if you actually like your family).
#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle
00:21 How Have You Opened Yourself Up To Risk
08:35 Marge and Homer's Retirement Odyssey
17:18 Listener Question: "Add To Investments After Retired?"
26:36 Medicare and Almost Missing That Deadline
35:43 Estate Planning: Do You Have To Set Up A Trust Before Turning To Investments?
45:23 A Tax Practical Joke On Your Heirs
2.5
44 ratings
Our financial advisors discuss the risks, and then talk about Initial Enrollments deadlines, Trusts and Investments, and how to play a joke on your heirs (NOTE: don't do this if you actually like your family).
#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle
00:21 How Have You Opened Yourself Up To Risk
08:35 Marge and Homer's Retirement Odyssey
17:18 Listener Question: "Add To Investments After Retired?"
26:36 Medicare and Almost Missing That Deadline
35:43 Estate Planning: Do You Have To Set Up A Trust Before Turning To Investments?
45:23 A Tax Practical Joke On Your Heirs
436 Listeners
778 Listeners
737 Listeners
432 Listeners
510 Listeners
516 Listeners
600 Listeners
23 Listeners
59 Listeners
792 Listeners
29 Listeners
240 Listeners
735 Listeners
163 Listeners
100 Listeners