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On this week's episode, the Retire Hour team discusses managing CDs (certificate of deposit), how much you really need to retire, houses as part of a trust, complications with changing your legal name, mistakes people make with wills, backdoor Roths, and tax mistakes.
Intro: 0:00
Financial Advisors: CD Interest Rates Too Good To Be True? - 0:21
Financial Advisors: How Much Money Do I Need To Retire? - 10:10
Client Corner: There Are Landmines Everywhere - 16:22
Medicare Advisor: Sometimes Simple Is Not So Simple - 24:08
Eidelman Law Advisor: Something Isn't Always Better Than Nothing - 32:35
CPA: Warning Bells Around "Backdoor" Roth Conversions - 42:13
Credits: 47:23
Learn more at: https://retirehour.com
Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
2.5
44 ratings
On this week's episode, the Retire Hour team discusses managing CDs (certificate of deposit), how much you really need to retire, houses as part of a trust, complications with changing your legal name, mistakes people make with wills, backdoor Roths, and tax mistakes.
Intro: 0:00
Financial Advisors: CD Interest Rates Too Good To Be True? - 0:21
Financial Advisors: How Much Money Do I Need To Retire? - 10:10
Client Corner: There Are Landmines Everywhere - 16:22
Medicare Advisor: Sometimes Simple Is Not So Simple - 24:08
Eidelman Law Advisor: Something Isn't Always Better Than Nothing - 32:35
CPA: Warning Bells Around "Backdoor" Roth Conversions - 42:13
Credits: 47:23
Learn more at: https://retirehour.com
Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
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