What is normal when it comes to financial advising? Do I need to move my 401K when I leave work? What are the pros & cons? Do I have to take Medicare at age 65?

Intro: 0:00

Financial Advisors: What Is Normal? - 0:21

Financial Advisors: Love The Sound Of "Tax-Free" - 9:16

New Client Corner: Pros And Cons Of Moving 401K From Workplace To An Independent Financial Advisor - 17:23

Medicare Advisor: Do You Have To Take Medicare At Age 65? - 24:05

Eidelman Law Advisor: Having A Trust Isn't Enough If You Don't Include Your Assets Inside It - 31:51

CPA: Don't Forget Net Vs Gross - 41:16

Credits: 47:04

Learn more at: https://retirehour.com

Joshua's Secret Word was... "Flabbergasted" (adjective. greatly surprised or astonished).

Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshuas-secret-word

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.

The Retire Hour team discusses relevant news and retirement planning topics that give you what you need to retire better. Submit a question to RetireHour.com to have it featured on air. This episode features helpful updates on estate planning, taxes in retirement, the TCJA, and interest rates from the Federal Reserve.

0:00 Financial and Investing News

8:38 RetirementTax.com

16:40 Client Corner

24:15 TriCare and You

32:01 Avoid Probate

42:01 The TCJA

Joshua's Secret Word was... "Taraddidle" (n. petty lie or facetious anecdote).

Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshu...

The Retire Hour team talks about the recent bank downgrades, important news from around the global economy, plus Medicare, estate planning, and tax help.

Intro: 0:00

Financial Advisors: Even More Bank Downgrades? - 0:21

Financial Advisors: When Financial Advisors Can't Speak To Taxes - 8:39

New Client Corner: How To Change Financial Advisors - 17:12

Medicare Advisor: Part A Makes Sign Up For Part B Easier - 24:14

Eidelman Law Advisor: Inheriting Assets When You're Already On Medicaid - 33:21

CPA: The Gold Standard - 41:25

Credits: 47:11

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.

We are back with our full panel of financial advisors once again discussing tax planning, retirement strategies, investment ideas, and what you should do with your estate if you heir spends, uh, creatively.

Intro: 0:00

Financial Advisors: Will The Recession Ever Come? - 0:21

Financial Advisors: The Tax Man Doesn't Wait For His Payment - 7:37

Client Corner: People Want To See The Experts In Person- 16:34

Medicare Advisor: What Is An SEP? - 24:13

Eidelman Law Advisor: What To Do When Your Heir Is A Creative Spender - 33:31

CPA: Who Knows Those Rules? - 41:14

Credits: 47:11

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.

How do I prepare for retirement? We answer all that and more on a brand new episode of Retire Hour. We answer questions on the recent back downgrades in the US stock market and more.

Intro: 0:00

Financial Advisors: Bank Downgrades - 0:21

Financial Advisors: Taxes Are Going Up - 9:44

Client Corner: Social Security When You Have Minors At Home- 17:27

Medicare Advisor: Broken Noses And Our Broken Healthcare System - 24:13

Eidelman Law Advisor: Do You Trust Your Spouse? - 32:34

CPA: A Cornucopia Of Taxable Income - 43:25

Credits: 47:06

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.

Would you take a loan from someone without knowing the interest rate? This episode will talk about the volatile stock market, misleading mailers retirees get around age 65, and protecting how a business is passed on after death.

Intro: 0:00

Financial Advisors: Not In A True Bull Market - 0:21

Financial Advisors: The Blank Check Analogy - 7:48

Client Corner: A One And Done Sort Of Thing - 16:02

Medicare Advisor: Misleading Mailers From Scammers - 23:53

Eidelman Law Advisor: Passing On A Business To Heirs - 32:10

CPA: Know Before You Owe - 10:18

Credits: 46:25

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.

Have you ever had a gut feeling you're being scammed? This episode will talk about experiences with being scammed in Medicare and health insurance, common retirement topics for investing, and good tax news from the IRS.

Intro: 0:00

Financial Advisors: You Shouldn't Have To Be Referred To Someone Else - 0:21

Financial Advisors: That Deer In The Headlights Look - 9:33

Client Corner: Wouldn't You Rather Be In Control Of That? - 16:38

Medicare Advisor: "I Think I'm Getting Scammed!" - 24:03

Eidelman Law Advisor: "We Must Protect This House" - 32:30

CPA: Good News From The IRS - 40:43

Credits: 46:37

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.

This week, we're talking about inflation in the stock market and other financial news out of Washington that could impact your retirement plan. Our advisor panel will help you avoid "tax bombs" and discuss the importance of your plan when you move. Don't forget to stick around for our estate planning and Medicare segment on an all-new Retire Hour!

Intro: 0:00

Financial Advisors: Diversification Of Tools - 0:21

Financial Advisors: Avoid The Tax Bombs - 8:24

Client Corner: Pitfalls For Retirees - 16:04

Medicare Advisor: What To Do When You Move - 24:07

Eidelman Law Advisor: It's Own Can Of Worms - 33:49

CPA: BYOTA: Bring Your Own Tax Advisor - 39:15

Credits: 46:32

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.

Retire Hour this week focuses on how taxes are overlooked in retirement planning. Host Matt Goolsby is here with Larry, Jonathon, Joshua and more to discuss all things retirement.

Intro: 0:00

Financial Advisors: Social Security Formula - 0:21

Financial Advisors: Retirement Planning Is More Than Just Investments - 8:58

Client Corner: Feeler Questions For New Clients - 18:11

Medicare Advisor: Advantage vs. Supplements - 24:15

Eidelman Law Advisor: The U.S. Has An Obligation You Won't Like - 32:31

CPA: Mid-Year Tax Check Up - 41:43

Credits: 46:46

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.

It's time to discuss finances, and advisors you use to invest. What fees do they charge? What taxes are you looking at on your nest egg or social security? Our financial advisor panel will discuss these and more. Don't forget to watch the end for our segments on Medicare, Estate Planning, and Taxes.

Intro: 0:00

Financial Advisors: Burning Your CD Now - 0:21

Financial Advisors: Sweeping For Tax Mines - 10:10

Client Corner: Feeless Entry - 17:29

Medicare Advisor: It's A Tricky Game - 24:17

Eidelman Law Firm: Protecting Your Finances In Case You Become Incapacitated - 32:23

CPA: Death And Taxes - 39:16

Credits: 46:52

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.