What's going on with the Tax Cuts and Jobs Act? How should you handle cutting back hours at work vs quitting when at retirement age? What's the impact of bankruptcy on retirement? Retire Hour answers all this and more.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: Treat Your Retirement Like The Family Pet - 0:21

Financial Advisors: Substantially Equal Periodic Payment - 9:13

Listener Question: Bankruptcy And Its Effect On Retirement - 17:42

Medicare Advisor: Cutting Back Hours Instead Of Quitting Work - 24:41

Eidelman Law Advisor: Second-Generation Trust - 33:39

CPA: Tax Cuts And Jobs Act - 41:33

Credits: 47:20

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 introduce you to our revolutionary tier system, a listener's question on passing down their 401k to their daughter, and the importance of "power" of attorney in estate planning.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: A Tiered System - 0:21

Financial Advisors: A Different Skillset - 9:09

Client Question: "I'm With The Government And I'm Here To Help" - 17:46

Medicare Advisor: ACA And Premium Tax Credits - 24:43

Eidelman Law Advisor: The Power Of A Power Of Attorney - 32:13

CPA: Smooth Vs Rough Landings - 39:55

Credits: 47:20

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.

The Retire Hour crew discusses generational problems, "Day One vs. One Day" of retirement planning, tri-care, well-spouses, and Biden's potential tax limit changes.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: A Problem For All Generations - 0:21

Financial Advisors: Day One Vs One Day - 9:01

Client Question: High-Risk To Conservative Transition - 16:07

Medicare Advisor: Tri-Care Across The U.S. - 24:42

Eidelman Law Advisor: The Well-Spouse - 30:14

CPA: Estate Tax Exemptions - 39:50

Credits: 46:58

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.

On this episode of Retire Hour, we answer a listener's question about mandatory 401k withdrawals, the 4% rule of retirement, and being "lost in the forest." We'll also speak with our medicare advisor for procedure denials and our tax team recaps their 2024 tax season.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: Lost In The Forest - 0:21

Financial Advisors: The 4% Rule - 9:32

Client Question: Mandatory Withdrawals - 16:29

Medicare Advisor: Investigating A Procedure Denial - 24:35

Eidelman Law Advisor: Preserving Fair Market Value - 33:16

CPA: Retirement Eligibility And A Tax Deduction Issue - 40:21

Credits: 47:31

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 goes mad magazine in this episode where we discuss Alfred E Neuman's thoughts on the retirement landscape, a listener question about restarting IRAs, plus tips on medicare, medicaid, and tax miracles.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: "What, Me Worry?" - 0:21

Financial Advisors: Company Stock Awards - 9:52

Client Question: Old IRAs - 17:13

Medicare Advisor: Special Enrollment and Declared Disaster Periods - 24:48

Eidelman Law Advisor: Dementia And Medicaid - 33:25

CPA: Don't Expect A Miracle - 41:08

Credits: 47:31

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.

In retirement planning, advisors like us can help increase your money, but we cannot add more time. We'll talk about that dynamic in this episode. Our client question segment comes to us from a widower needing to know if they should suspend social security, and we'll take a look at Medicare scams and Kevin's tax story.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: We Can Make More Money, But We Can't Make More Time - 0:21

Financial Advisors: A Friend's Death Is An Eye-Opener - 9:15

Client Question: Suspending Social Security To Take Widower's Benefit - 17:34

Medicare Advisor: A Medicare Scam - 24:37

Eidelman Law Advisor: "Do I Need An Estate Plan If I Have Almost Nothing To Pass Down?" - 33:25

CPA: We Need To Talk About Kevin - 40:41

Credits: 47:07

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.

Our financial advisors will discuss putting off retirement, a client question about financial fingerprints, plus medicare, estate law, and tax concerns with April 15th rapidly approaching.

Intro: 0:00

Financial Advisors: Class vs Lab - 0:21

Financial Advisors: Don't Put It Off - 9:42

Client Question: Depends On Your Financial Fingerprint - 17:57

Medicare Advisor: The Barn Is Already On Fire - 24:46

Eidelman Law Advisor: The Death Tax Is Changing Soon - 33:34

CPA: Unforced Tax Error - 42:12

Credits: 47:14

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.

If you are retiring soon and your company has no Human Resources to guide you, or your estate planning is getting complicated with your business partnership, we dive deep on these issues this week along with tax hits from CDs and if there's ever a good time to sell.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: Is There Ever A Good Time To Sell? - 0:21

Financial Advisors: Ad-Hoc Management - 9:25

Client Question: Retiring Without Human Resources To Guide You - 18:03

Medicare Advisor: Healthcare After Becoming A Widow - 24:44

Eidelman Law Advisor: Estate Planning And Business Partnerships - 32:57

CPA: Tax Hit From CDs - 41:05

Credits: 47:28

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.

SS, HSAs, and IRS. It's the week of acronyms. Watch as we break them down for you.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: How To Know How Much Social Security You'll Get - 0:21

Financial Advisors: Can Your Ex Keep You From Getting Their Social Security? - 9:45

Client Corner: Consequences Of Coming Into A Large Sum Of Money - 17:43

Medicare Advisor: HSAs Can Affect Medicare Premiums - 24:34

Eidelman Law Advisor: Accidentally Disinheriting Your Children - 32:13

CPA: IRS Could Be Coming For You - 41:58

Credits: 47:20

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 answers your questions live at the Home Show in Wichita, KS

#money #financialhelp #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: Financial Questions - 0:21

Eidelman Law Advisor: Estate and Veteran Questions - 15:36

Medicare Advisor: Medicare Questions - 22:44

Credits: 32:20

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.