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Our financial advisors discuss Market Advisory Group's new prospective client process, and we'll talk about younger spouses not being of Medicare age, limits of trusts, and estate tax exemption.
#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle #chiefs #kcchiefs #kansascitychiefs #patrickmahomes #traviskelce
00:21 MAG REPORT
09:07 Forced Into Early Retirement
17:56 Listener Question: "ETFs and Are They Good For Retirement?"
26:13 Medicare With Younger Spouses
35:11 Estate Planning Trusts Don't Always Protect Assets From Medicaid
44:15 A Tax Coupon That Expires Soon
2.5
44 ratings
Our financial advisors discuss Market Advisory Group's new prospective client process, and we'll talk about younger spouses not being of Medicare age, limits of trusts, and estate tax exemption.
#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle #chiefs #kcchiefs #kansascitychiefs #patrickmahomes #traviskelce
00:21 MAG REPORT
09:07 Forced Into Early Retirement
17:56 Listener Question: "ETFs and Are They Good For Retirement?"
26:13 Medicare With Younger Spouses
35:11 Estate Planning Trusts Don't Always Protect Assets From Medicaid
44:15 A Tax Coupon That Expires Soon
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