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What are the next steps in retirement when a loved one passes away? Join the Retire Hour team as they discuss that crucial time period, weighing Medicare decisions, gifting vs not gifting assets to children, and a special Client Corner.
Intro: 0:00
Financial Advisors: Easy To Be Long-Term Investor 'Til You Take Short-Term Losses - 0:21
Financial Advisors: Unexpected Deaths In Retirement - 8:57
Client Corner: "Maybe, It's My Fault" - 16:57
Medicare Advisor: Weigh Your Decisions Out - 23:40
Eidelman Law Advisor: When And When Not To Gift Assets To Children - 34:01
CPA: Everyone Gets A Mulligan On This - 41:38
Credits: 47:03
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
What are the next steps in retirement when a loved one passes away? Join the Retire Hour team as they discuss that crucial time period, weighing Medicare decisions, gifting vs not gifting assets to children, and a special Client Corner.
Intro: 0:00
Financial Advisors: Easy To Be Long-Term Investor 'Til You Take Short-Term Losses - 0:21
Financial Advisors: Unexpected Deaths In Retirement - 8:57
Client Corner: "Maybe, It's My Fault" - 16:57
Medicare Advisor: Weigh Your Decisions Out - 23:40
Eidelman Law Advisor: When And When Not To Gift Assets To Children - 34:01
CPA: Everyone Gets A Mulligan On This - 41:38
Credits: 47:03
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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