
Sign up to save your podcasts
Or


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.
By Retire Hour3
55 ratings
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.

1,946 Listeners