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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
By Retire Hour3
55 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

1,945 Listeners