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Financial choices are all around us: shopping online, changing jobs, moving, remodeling, 401k accounts, kids and grandkids, insurance, stocks, bonds, gold, bitcoin, and on and on. In this show we tack... more
FAQs about Can't Take It With You:How many episodes does Can't Take It With You have?The podcast currently has 41 episodes available.
March 05, 2021#11: Medicare Guidance from an AdvocateMedicare is a complicated topic filled with jargon, confusing enrollment periods, and all sorts of private insurance bolt-on options. Cindi Gatton of Caribou joins us to make sense of it all. Timeline for enrollment - when do people need to start taking action? What are the common reasons people incur a penalty? How to avoid. What is not covered by Medicare? How to shop for supplemental plans: call brokers, online comparison tools, etc Evaluating supplemental coverage options - what is a proper framework for sorting through policies? What impact does a new health condition have when trying to sign up for or change supplemental plans? Maintaining current doctors? Some doctors not taking Medicare? How does working past age 65 impact Medicare coverage? ...more28minPlay
February 26, 2021#10: Estate Planning is for EveryoneWe are joined by attorney Chris Hildreth of Hildreth Legal (https://www.hildrethlegal.com/) to discuss the more common questions people have about estate planning. What happens when someone dies without a Will in Texas? What to prepare for when meeting with an attorney to create your Will. What to do if you are named Executor of someone's estate. When is a template service like Legal Zoom good enough? Where to keep a Will. How to prevent a disputed estate. When to pursue power of attorney with aging parents? Tax laws may change, making more estates taxable. What are some basic tools? ...more31minPlay
February 19, 2021#9: Property Insurance - Price vs. QualityWe are talking all things property insurance with industry veteran, David Mescher. We look under the hood of insurance companies, how they differ, and how to find a proper price-to-value fit. Topics include: What should we know about an insurance broker's incentives? How are independent and captive agents fundamentally different? When is it most appropriate to consider online insurance platforms? What are the important differences between top tier and bottom tier insurers? Is bundling home and auto usually the best deal? What does umbrella insurance actually pay out for? ...more40minPlay
FAQs about Can't Take It With You:How many episodes does Can't Take It With You have?The podcast currently has 41 episodes available.