Retire Hour Retire Hour

This episode of Retire Hour is all about helping you find hidden fees when it comes to taxes on your retirement account, and understanding the benefits of good estate planning attorneys, medicare open enrollment assistance, and avoiding high taxes.






Intro: 0:00


Financial Advisors:Tossed To And Fro - 0:21


Financial Advisors: What Tax Consequences May Be Lurking Out There? - 6:42


Client Corner: "They Wouldn't Tell Them What They Were Being Charged In Fees?" - 16:37


Medicare Advisor: Open Enrollment Is Coming - 24:10


Eidelman Law Advisor: "Should I Put My Kid's Name On My House?" - 32:36


CPA: Fred And Wilma's Bedrock Bottom Tax Problem - 41:02


Credits: 46:51






Learn more at: https://retirehour.com






Joshua's Secret Word was... "Otiose" (adjective. lazy; being at leisure). Submitted by Laure G.






Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshuas-secret-word






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.

Intro: 0:00


Financial Advisors: Inflation Insurgency - 0:21


Financial Advisors: Social Security Tax Torpedo - 7:43


Client Corner: Cause More Problems Than They Solve - 16:42


Medicare Advisor: Reset The Clock - 24:04


Eidelman Law Advisor: "Is A Will Needed If I Have A Trust?" - 32:39


CPA: Secret Option #4 - 42:21


Credits: 47:03






Learn more at: https://retirehour.com






Joshua's Secret Word was... "Abstruse" (adjective. difficult to understand; obscure). Submitted by Big Daddy Ben






Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshuas-secret-word






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 is normal when it comes to financial advising? Do I need to move my 401K when I leave work? What are the pros & cons? Do I have to take Medicare at age 65?






Intro: 0:00


Financial Advisors: What Is Normal? - 0:21


Financial Advisors: Love The Sound Of "Tax-Free" - 9:16


New Client Corner: Pros And Cons Of Moving 401K From Workplace To An Independent Financial Advisor - 17:23


Medicare Advisor: Do You Have To Take Medicare At Age 65? - 24:05


Eidelman Law Advisor: Having A Trust Isn't Enough If You Don't Include Your Assets Inside It - 31:51


CPA: Don't Forget Net Vs Gross - 41:16


Credits: 47:04






Learn more at: https://retirehour.com






Joshua's Secret Word was... "Flabbergasted" (adjective. greatly surprised or astonished).


Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshuas-secret-word






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 discusses relevant news and retirement planning topics that give you what you need to retire better. Submit a question to RetireHour.com to have it featured on air. This episode features helpful updates on estate planning, taxes in retirement, the TCJA, and interest rates from the Federal Reserve.






0:00 Financial and Investing News


8:38 RetirementTax.com


16:40 Client Corner


24:15 TriCare and You


32:01 Avoid Probate


42:01 The TCJA






Joshua's Secret Word was... "Taraddidle" (n. petty lie or facetious anecdote).


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

The Retire Hour team talks about the recent bank downgrades, important news from around the global economy, plus Medicare, estate planning, and tax help.






Intro: 0:00


Financial Advisors: Even More Bank Downgrades? - 0:21


Financial Advisors: When Financial Advisors Can't Speak To Taxes - 8:39


New Client Corner: How To Change Financial Advisors - 17:12


Medicare Advisor: Part A Makes Sign Up For Part B Easier - 24:14


Eidelman Law Advisor: Inheriting Assets When You're Already On Medicaid - 33:21


CPA: The Gold Standard - 41:25


Credits: 47:11






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.

We are back with our full panel of financial advisors once again discussing tax planning, retirement strategies, investment ideas, and what you should do with your estate if you heir spends, uh, creatively.






Intro: 0:00


Financial Advisors: Will The Recession Ever Come? - 0:21


Financial Advisors: The Tax Man Doesn't Wait For His Payment - 7:37


Client Corner: People Want To See The Experts In Person- 16:34


Medicare Advisor: What Is An SEP? - 24:13


Eidelman Law Advisor: What To Do When Your Heir Is A Creative Spender - 33:31


CPA: Who Knows Those Rules? - 41:14


Credits: 47:11






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.