During this episode, we’re going to discuss the recent news about Social Security’s Cost of Living Adjustment increase as well as maximizing your Social Security payment.
Medicare open enrollment (which is also known as the annual election period) is upon us. In this episode we review what changes can be made, and why it's so important to review your Medicare.
You future is important, but the future of your loved ones is even more important. We talk about what you need to know about estate and enhanced planning.
During this episode, we examine various types of retirement income and what kind of taxes each of them may be subject to.
24 min
About Retirement Playbook
From the publisher's feed
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything…
suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.