It's a Holiday Special. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation

Intro: 0:00

Financial Advisors: Naughty Or Nice Markets- 0:21

Financial Advisors: Social Security And Santa - 9:52

Client Corner: Tis The Season To Plan For Taxes - 17:34

Medicare Advisor: Medicare Elf - 24:18

Eidelman Law Advisor: Special Needs Trusts - 32:41

CPA: Bah, Humbug! I Want 0% Capital Gains Tax - 40:23

Credits: 46:59

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 episode of Retire Hour will give you insights on your investments, what to do with your will, managing tax difficulties, and how Retire Hour's team uses the Market Advisory Group approach to retirement planning. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation

Intro: 0:00

Financial Advisors: Tail Wagging The Dog - 0:21

Financial Advisors: Does A Tax Silver Bullet Exist? - 10:34

Client Corner: What's Market Advisory Group's Process? - 20:32

Medicare Advisor: Reviewing Options Is Good Even If You Don't Make Changes - 24:10

Eidelman Law Advisor: Last Will Vs. Living Will - 31:28

CPA: What In The World Is Alternative Minimum Tax? - 40:53

Credits: 46:57

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 2023 calendar year is winding down. Are you prepared with tax planning as we approach 2024? Is your portfolio where you want it to be? Let's talk about client stories from people like you wanting to find the best way to retire. Our team gathers together to help your financial literacy grow. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation

Intro: 0:00

Financial Advisors: Only 10 Options For Your Retirement? - 0:21

Financial Advisors: Recession? - 8:57

Client Corner: Saucers In Their Eyes - 17:11

Medicare Advisor: Annual Enrollment vs Advantage Open Enrollment - 24:55

Eidelman Law Advisor: A Will Can Only Really Do One Thing - 33:24

CPA: Really Bad Advice A New Client Had Been Given - 41:25

Credits: 47:40

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.

What's the sandwich generation and how can they plan for retirement? Our team discusses real stories of tax planning, estate information, Medicare open enrollment, and finance tips and tricks for you if you're in the sandwich generation - the age of caring for possibly BOTH your children and parents.

Intro: 0:00

Financial Advisors: The Sandwich Generation - 0:21

Financial Advisors: A Rough Tax Year - 8:31

Client Corner: Widow's Benefits - 19:13

Medicare Advisor: $35 Insulin Cap - 24:07

Eidelman Law Advisor: What If You Can't Trust Your Trustee Anymore? - 33:11

CPA: Filing Single When Married? - 41:41

Credits: 46:54

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 team is here to answer your questions on retirement, discuss breaking news in the market, and discuss estate planning, Medicare, and taxes all in one show. This episode features plenty of key information and tools you may need.

Intro: 0:00

Financial Advisors: Deep Dive - 0:21

Financial Advisors: If Your Outgo Exceeds Your Income, Then Your Upkeep Becomes Your Downfall - 8:59

Client Corner: Falling Dominoes - 17:18

Medicare Advisor: Bring It On - 24:12

Eidelman Law Advisor: Everything Blends Together - 32:37

CPA: Lots Of Wheels In Our Wheelhouse - 40:53

Credits: 46:58

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

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 is here to discuss two clients' must-hear story, how to manage tax planning, underwriting in Medicare, and how to transfer a business upon death. How is your retirement planning going? Let us know in the comments. #retirement #retirementplanning #money #investing #medicare #taxes

Intro: 0:00

Financial Advisors: A Story Of Two Clients - 0:21

Financial Advisors: Lost In Translation - 8:20

Client Corner: Sobering To See The Taxes We Could Owe - 17:32

Medicare Advisor: What Is Underwriting - 24:12

Eidelman Law Advisor: Transferring A Business On Death? - 32:55

CPA: Adjusting Withholdings - 41:20

Credits: 46:56

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

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.

Find out how our financial advisors work with CPAs, Medicare advisors, and estate planning attorneys as well as relevant national news. #retirement #retirementplanning #money #investing #medicare #taxes

Intro: 0:00

Financial Advisors: Like Looking At A Firing Squad - 0:21

Financial Advisors: All These Moving Pieces - 9:20

Client Corner: Burning CDs - 18:04

Medicare Advisor: Turning 65 During Open Enrollment? - 24:08

Eidelman Law Advisor: Losing A Spouse (Divorce vs. Death) - 32:42

CPA: Married For Only Part Of The Year - 40:57

Credits: 46:51

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

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 is here to discuss income planning, investing, estate planning, taxes, and Medicare. A retirement team for you is one click away: www.marketadvisorygroup.com

Intro: 0:00

Financial Advisors: Are Bonds Really Less Volatile - 0:21

Financial Advisors: The Hot Sauce Analogy - 9:09

Client Corner: The Old Rules vs The New Rules - 16:34

Medicare Advisor: Sometimes Getting Healthier Can Save You Money - 24:09

Eidelman Law Advisor: What's A DNR? - 31:50

CPA: Why Can't We Start Tax Planning Until The End Of The Years - 40:38

Credits: 46:55

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

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.

Let's talk about your ideal retirement age, some major market news, and a client story from our advisors. Then, we'll bring on our estate planning attorney, medicare advisor, and tax professional.

Intro: 0:00

Financial Advisors: When Do You Want To Retire? - 0:21

Financial Advisors: Longest Landing In History - 9:17

Client Corner: Not 10 Years But 5 - 15:54

Eidelman Law Advisor: What Could Go Wrong? - 24:13

Medicare Advisor: Sometimes The Situation Changes And So Should Your Medicare - 30:55

CPA: Is It A Business Or Just A Hobby? - 40:09

Credits: 46:55

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

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 is here to educate you on how to manage roth conversions, what to do with your money during inflation, and the new "Scope of Appointment" you'll get regarding Medicare. Learn more about the team and a review of your retirement here: www.marketadvisorygroup.com

Intro: 0:00

Financial Advisors: Inflation Tips - 0:21

Financial Advisors: Some Retirees Struggle To Pivot From Saving To Spending In Retirement - 6:41

Client Corner: You Have To Focus On The Client's Primary Worry First - 15:16

Medicare Advisor: Scope Of Appointment? - 24:13

Eidelman Law Advisor: Whispers In A Surviving Spouse's Ear - 31:55

CPA: A Roth Conversion For Basically Free? - 39:10

Credits: 47:07

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

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.