Go to RetirementHelp.com to learn more

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #Trump #onebigbeautifulbill #congress #governmentshutdown

This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

Go to RetirementHelp.com to learn more

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #Trump #onebigbeautifulbill #congress #republicans

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

Go to RetirementHelp.com to learn more

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #Trump #onebigbeautifulbill #congress #republicans

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

Go to RetirementHelp.com to learn more

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #Trump #onebigbeautifulbill #congress #republicans

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

Go to RetirementHelp.com to learn more

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #Trump #onebigbeautifulbill #congress #republicans

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

Go to RetirementHelp.com to learn more

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #Trump #onebigbeautifulbill #congress #republicans

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

Go to RetirementHelp.com to learn more

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #Trump #onebigbeautifulbill #congress #republicans

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

Go to RetirementHelp.com to learn more

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #Trump #onebigbeautifulbill #congress #republicans

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

Go to RetirementHelp.com to learn more

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #Trump #onebigbeautifulbill #congress #republicans

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

Go to RetirementHelp.com to learn more

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #Trump #onebigbeautifulbill #congress #republicans

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

Go to RetirementHelp.com to learn more

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #Trump #onebigbeautifulbill #congress #republicans

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #Trump #onebigbeautifulbill #congress #republicans

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Unless otherwise indicated, all client and prospect names mentioned on this show have been changed to protect the identities of the individuals discussed. Investment advisory services are dually offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser, and Market Investment Group, LLC ("Market"), an SEC registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor’s situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. Legal services are offered by Eidelman Law Firm. Tax services offered through Market Tax Services. Market Advisory Group does not provide legal or tax advice. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. The Guest Commentators featured in this show are not investment adviser representatives of Foundations and do not provide advisory services. Market Advisory Group does have several investment adviser representatives that can provide such services. This is not endorsed or affiliated with the Social Security Administration, any federal Medicare program, nor any U.S. government agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #tariffs #trump #doge #departmentofgovernmentefficiency

Between 03/2020 and 04/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Unless otherwise indicated, all client and prospect names mentioned on this show have been changed to protect the identities of the individuals discussed. Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor’s situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. Legal services are offered by Eidelman Law Firm. Tax services offered through Market Tax Services. Market Advisory Group does not provide legal or tax advice. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. The Guest Commentators featured in this show are not investment adviser representatives of Foundations and do not provide advisory services. Market Advisory Group does have several investment adviser representatives that can provide such services. This is not endorsed or affiliated with the Social Security Administration, any federal Medicare program, nor any U.S. government agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #tariffs #trump #trumptariffs #recession #doge #departmentofgovernmentefficiency

Between 03/2020 and 04/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Unless otherwise indicated, all client and prospect names mentioned on this show have been changed to protect the identities of the individuals discussed. Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor’s situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. Legal services are offered by Eidelman Law Firm. Tax services offered through Market Tax Services. Market Advisory Group does not provide legal or tax advice. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. The Guest Commentators featured in this show are not investment adviser representatives of Foundations and do not provide advisory services. Market Advisory Group does have several investment adviser representatives that can provide such services. This is not endorsed or affiliated with the Social Security Administration, any federal Medicare program, nor any U.S. government agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #tariffs #trump #trumptariffs #recession #doge #departmentofgovernmentefficiency

Between 03/2020 and 04/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Unless otherwise indicated, all client and prospect names mentioned on this show have been changed to protect the identities of the individuals discussed. Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor’s situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. Legal services are offered by Eidelman Law Firm. Tax services offered through Market Tax Services. Market Advisory Group does not provide legal or tax advice. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. The Guest Commentators featured in this show are not investment adviser representatives of Foundations and do not provide advisory services. Market Advisory Group does have several investment adviser representatives that can provide such services. This is not endorsed or affiliated with the Social Security Administration, any federal Medicare program, nor any U.S. government agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #tariffs #trump #trumptariffs #recession #doge #departmentofgovernmentefficiency

Between 03/2020 and 04/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Unless otherwise indicated, all client and prospect names mentioned on this show have been changed to protect the identities of the individuals discussed. Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor’s situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. Legal services are offered by Eidelman Law Firm. Tax services offered through Market Tax Services. Market Advisory Group does not provide legal or tax advice. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. The Guest Commentators featured in this show are not investment adviser representatives of Foundations and do not provide advisory services. Market Advisory Group does have several investment adviser representatives that can provide such services. This is not endorsed or affiliated with the Social Security Administration, any federal Medicare program, nor any U.S. government agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #tariffs #trump #trumptariffs #recession #doge #departmentofgovernmentefficiency

Between 03/2020 and 04/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Unless otherwise indicated, all client and prospect names mentioned on this show have been changed to protect the identities of the individuals discussed. Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor’s situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. Legal services are offered by Eidelman Law Firm. Tax services offered through Market Tax Services. Market Advisory Group does not provide legal or tax advice. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. The Guest Commentators featured in this show are not investment adviser representatives of Foundations and do not provide advisory services. Market Advisory Group does have several investment adviser representatives that can provide such services. This is not endorsed or affiliated with the Social Security Administration, any federal Medicare program, nor any U.S. government agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #tariffs #trump #trumptariffs #recession

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #tariffs #trump #trumptariffs #recession #depression

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #tariffs #trump #trumptariffs #recession #depression #marketmanipulation

#retirement #podcast #show #money #finance #socialsecurity #stockmarket #taxes #estateplanning #medicare #healthcare #SSDI #ACA #affordablecareact

#retirement #podcast #show #money #finance

#retirement #podcast #show #money #finance #stockmarket #taxes #IRA #401K #usgovernment #SocialSecurity #DOGE #tariffs

#retirement #podcast #show #money #finance #stockmarket #taxes #IRA #401K #usgovernment #SocialSecurity #DOGE #tariffs

#retirement #podcast #show #money #finance #stockmarket #taxes #IRA #401K #usgovernment #IRS #Layoffs #DOGE #DepartmentOfGovernmentEfficiency

#retirement #podcast #show #money #finance #stockmarket #taxes #IRA #401K #usgovernment #SocialSecurity #DOGE #DepartmentOfGovernmentEfficiency

#retirement #podcast #show #money #finance #stockmarket #taxes #IRA #401K #LTC #usgovernment #SocialSecurity

#retirement #podcast #show #money #finance #stockmarket #tariffs #IRA #401K #RothIRA #LTC #usgovernment

#retirement #podcast #show #money #finance

In this episode, Matt Goolsby hosts financial, tax, estate, and healthcare advisors to talk about missing RMDs, blended families, and tracking assets in your trusts.

#retirement #podcast #show #money #finance

In this episode, Matt Goolsby hosts financial, tax, estate, and healthcare advisors to discuss Annual Enrollment, myths about Wills, and getting a random refund from the IRS.

#retirement #podcast #show #money #finance

In this episode, Joshua Cicora hosts to bring a tax perspective to "aging plans," Windfall Elimination Provision, and 5 best practices to tax preparer happy.

#retirement #podcast #show #money #finance

In this episode, Matt Goolsby and team answer your retirement questions in this all listener question episode.

#retirement #podcast #show #money #finance

In this episode, Matt Goolsby and team celebrate the holidays with a tale of two sisters, tax ramifications of gift giving, and another Medicare Enrollment Period.

#retirement #podcast #show #money #finance

In this episode, Matt Goolsby and team discuss Dependent Care Spending Accounts, overly-aggressive investments, and a hidden danger in every estate plan.

#retirement #podcast #show #money #finance

In this episode, Matt Goolsby and team talk about taxes on RMDs, Open Enrollment mistakes, and our broken retirement industry.

#retirement #podcast #show #money #finance

In this episode, Matt Goolsby and team answer questions from listeners.

#retirement #podcast #show #money #finance

In this episode, Matt Goolsby and team talk about a scam involving Gold, Medicare Plan F vs Plan G, and if a trust is better than a will.

#retirement #podcast #show #money #finance

In this episode, Matt Goolsby and team talk about a missing pension on a tax return, inflation, tax planning, and protecting heirs from themselves.

#retirement #podcast #show #money #finance

In this episode, Matt Goolsby and team talk about the election results, inflation and shrinking drug formularies.

#retirement #podcast #show #money #finance

In this episode, Matt Goolsby talks about the T.E.A.M. Effect, unintended consequences of the Inflation Reduction Act, and why information about wills is so hard to find.

#retirement #podcast #show #money #finance

It's a SPOOKY episode as the team discusses retirement horror stories.

#retirement #podcast #show #money #finance

In this episode, Matt Goolsby talks about making your nest egg last and a probate horror story.

#retirement #podcast #show #money #finance

In this episode, Matt Goolsby is back to talk forced retirement, prescription drug plans and what do do when you don't get advice from your CPA.

#retirement #podcast #show #money #finance

In this episode, Rick Everett guest hosts and talks about Medicare Open Enrollment, investment strategies and Capital Gains.

#retirement #podcast #show #money #finance

In this episode, we discuss how to choose the best ways to save for retirement for you.

#retirement #podcast #show #money #finance

In this episode, we'll talk about what happens when a spouse dies who has health insurance through their employer.

#retirement #podcast #show #money #finance

In this episode, we'll talk about factors in choosing a financial advisor for your plan.

#retirement #podcast #show #money #finance

In this episode, Matt Goolsby hosts to talk about retirement goals, trusts and other ways to avoid probate.

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

In this episode, Larry Kloefkorn hosts to talk about U.S. Job numbers being revised, errant 401Ks, and ill-timed distributions costing more than anticipated.

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

In this episode, Joshua Cicora takes over the show again, viewing the retirement world through his tax lens.

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

In this episode, we answer the question of if it's possible to withdraw from a retirement account without a penalty. You can upload your questions to RetireHour.com

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

00:21 How Have You Opened Yourself Up To Risk

08:35 Marge and Homer's Retirement Odyssey

17:18 Listener Question: "Add To Investments After Retired?"

26:36 Medicare and Almost Missing That Deadline

35:43 Estate Planning: Do You Have To Set Up A Trust Before Turning To Investments?

45:23 A Tax Practical Joke On Your Heirs

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

00:21 The MAG-PROCESS

08:13 Changing Horses Mid-Stream

18:30 Listener Question: "Different Types Of Retirement Accounts"

26:33 Medicare and HSAs

35:16 Estate Planning Payable On Death

44:55 Taxes Affect Retirement Accounts Differently

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

00:21 When Illnesses Strike Unexpectedly

08:45 Who Works For Who Here?

18:30 Listener Question: "Getting Business Information To Executor?"

26:29 Medicare In Different States

34:50 Estate Planning Gaps In Powers Of Attorney

43:41 Taxes and Rule 72T

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

00:21 Hard To Value

07:52 Retirement Is A Journey

17:55 That Freeze Factor

26:32 Listener Question: "Should I take Medicare if I plan to work past 65?"

36:09 How Creative Is Your Team?

44:16 Tax Planning Is Just For The Wealthy, Right

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle #chiefs #kcchiefs #kansascitychiefs #patrickmahomes #traviskelce

00:21 How To Start Making Tax Moves

09:07 Rolling 401K to IRA

17:56 Listener Question: "Best mix of Roth vs Traditional IRAs?"

26:13 Medicare and HSAs

35:11 Estate Planning and Knowing LLC vs S-Corps

44:15 Withholding Taxes

#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

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle #chiefs #kcchiefs #kansascitychiefs #patrickmahomes #traviskelce

00:21 Jack And Jill Go Up The Retirement Hill

08:51 When You Can't Remember Decisions You Made

18:27 Listener Question: Paying Mortgage With 401K

25:51 Medicare and Tricare

34:41 Estate Planning Convenience Vs Protection

45:50 Tax Laws Changing In Kansas?

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

00:21 Amounts Of Investing Risk

09:30 Being Too Conservative

18:04 Listener Question: Survivor's Benefits

26:08 Medicare's Crystal Ball

35:28 Estate Planning And A.I.?

45:28 Taxes On Stock Options

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

00:29 Concerns In Retirement

10:10 Listener Question - KPERS

18:00 We Just Got A Letter

24:45 Medicare

32:55 Estate Planning

40:30 Listener Question (part 2) - KPERS

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: We Can Deal With That Later?! - 0:21

Financial Advisors: This Is The Piece That Has To Be Addressed First - 9:07

Listener Question: What's Going On Inside This Trust? - 17:10

Medicare Advisor: What Can I Use My HSA For When It Comes To Medicare? - 24:44

Eidelman Law Advisor: Don't Give To Charity For The Tax Break; Take The Tax Break Because You Give To Charity - 33:27

CPA: All Of This Is Connected - 41:00

Credits: 47:30

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.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: She Owes Taxes Even When She Lost Money - 0:21

Financial Advisors: Average Rate Of Return Can Be Misleading - 9:05

Listener Question: Cashing In 401K To Pay Debts - 17:14

Medicare Advisor: Retiring, Packing Up, Moving Across The Country, And Starting Medicare All At The Same Time? - 24:40

Eidelman Law Advisor: Powers Of Attorney Don't Have To Be All-Powerful - 32:49

CPA: More Than Meets The Eye - 41:21

Credits: 47:25

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.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: Treat Your Retirement Like The Family Pet - 0:21

Financial Advisors: Substantially Equal Periodic Payment - 9:13

Listener Question: Bankruptcy And Its Effect On Retirement - 17:42

Medicare Advisor: Cutting Back Hours Instead Of Quitting Work - 24:41

Eidelman Law Advisor: Second-Generation Trust - 33:39

CPA: Tax Cuts And Jobs Act - 41:33

Credits: 47:20

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.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: A Tiered System - 0:21

Financial Advisors: A Different Skillset - 9:09

Client Question: "I'm With The Government And I'm Here To Help" - 17:46

Medicare Advisor: ACA And Premium Tax Credits - 24:43

Eidelman Law Advisor: The Power Of A Power Of Attorney - 32:13

CPA: Smooth Vs Rough Landings - 39:55

Credits: 47:20

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.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: A Problem For All Generations - 0:21

Financial Advisors: Day One Vs One Day - 9:01

Client Question: High-Risk To Conservative Transition - 16:07

Medicare Advisor: Tri-Care Across The U.S. - 24:42

Eidelman Law Advisor: The Well-Spouse - 30:14

CPA: Estate Tax Exemptions - 39:50

Credits: 46:58

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.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: Lost In The Forest - 0:21

Financial Advisors: The 4% Rule - 9:32

Client Question: Mandatory Withdrawals - 16:29

Medicare Advisor: Investigating A Procedure Denial - 24:35

Eidelman Law Advisor: Preserving Fair Market Value - 33:16

CPA: Retirement Eligibility And A Tax Deduction Issue - 40:21

Credits: 47:31

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.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: "What, Me Worry?" - 0:21

Financial Advisors: Company Stock Awards - 9:52

Client Question: Old IRAs - 17:13

Medicare Advisor: Special Enrollment and Declared Disaster Periods - 24:48

Eidelman Law Advisor: Dementia And Medicaid - 33:25

CPA: Don't Expect A Miracle - 41:08

Credits: 47:31

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.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: We Can Make More Money, But We Can't Make More Time - 0:21

Financial Advisors: A Friend's Death Is An Eye-Opener - 9:15

Client Question: Suspending Social Security To Take Widower's Benefit - 17:34

Medicare Advisor: A Medicare Scam - 24:37

Eidelman Law Advisor: "Do I Need An Estate Plan If I Have Almost Nothing To Pass Down?" - 33:25

CPA: We Need To Talk About Kevin - 40:41

Credits: 47:07

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.

Intro: 0:00

Financial Advisors: Class vs Lab - 0:21

Financial Advisors: Don't Put It Off - 9:42

Client Question: Depends On Your Financial Fingerprint - 17:57

Medicare Advisor: The Barn Is Already On Fire - 24:46

Eidelman Law Advisor: The Death Tax Is Changing Soon - 33:34

CPA: Unforced Tax Error - 42:12

Credits: 47:14

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.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: Is There Ever A Good Time To Sell? - 0:21

Financial Advisors: Ad-Hoc Management - 9:25

Client Question: Retiring Without Human Resources To Guide You - 18:03

Medicare Advisor: Healthcare After Becoming A Widow - 24:44

Eidelman Law Advisor: Estate Planning And Business Partnerships - 32:57

CPA: Tax Hit From CDs - 41:05

Credits: 47:28

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.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: How To Know How Much Social Security You'll Get - 0:21

Financial Advisors: Can Your Ex Keep You From Getting Their Social Security? - 9:45

Client Corner: Consequences Of Coming Into A Large Sum Of Money - 17:43

Medicare Advisor: HSAs Can Affect Medicare Premiums - 24:34

Eidelman Law Advisor: Accidentally Disinheriting Your Children - 32:13

CPA: IRS Could Be Coming For You - 41:58

Credits: 47:20

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.

#money #financialhelp #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: Financial Questions - 0:21

Eidelman Law Advisor: Estate and Veteran Questions - 15:36

Medicare Advisor: Medicare Questions - 22:44

Credits: 32:20

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.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: Real Life Outcomes - 0:21

Financial Advisors: Target-Date Funds - 10:18

Client Corner: Consequences Of Divorce On Retirement Planning - 20:01

Medicare Advisor: Sales People That Disappear After The Sale - 24:44

Eidelman Law Advisor: Protecting Assets From In-Laws - 33:56

CPA: How Taxes Go When You've Planned Ahead - 41:46

Credits: 47:32

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.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: Down The Toilet - 0:21

Financial Advisors: Where's My Money Going To Come From - 9:28

Client Corner: Tax Brackets Get Cut In Half - 17:36

Medicare Advisor: A Question And Working While On Medicare - 24:47

Eidelman Law Advisor: Tragedy Strikes At A Key Moment - 33:52

CPA: Tax Liability Of Winning Prizes - 41:26

Credits: 47:34

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.

Learn how to go with a team-based retirement approach with our team of professionals. This week, social security concerns, bonds vs stocks, marriage in estate planning, and CD interests.

Intro: 0:00

Financial Advisors: The Team Approach - 0:21

Financial Advisors: "If You Can Tell Me When You'll Pass Away, I Can Tell You The Best Time To Start Social Security" - 10:00

Client Corner: Are Bonds Safer Than Stocks? - 21:55

Medicare Advisor: Retired But Not At Medicare Age - 24:45

Eidelman Law Advisor: Not Married But Live Together - 33:44

CPA: CD Interests And Tax Consequences - 41:32

Credits: 47:29

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.

This week's episode features Joshua Cicora, Lead CPA of Market Tax Services as he talks with advisors about investment strategies with tax concerns, IRMAA, Inheritance, and Phantom Income.

Intro: 0:00

Financial Advisors: IRA's 10-Year Rule - 0:23

Financial Advisors: Can You Turn Back the Clock on Social Security? - 8:24

Client Corner: What Counts as Income? - 16:54

Medicare Advisor: 2 Year Look Back - 23:55

Eidelman Law Advisor: When Inheriting a Business Goes Wrong - 31:51

CPA: Phantom Income - 39:39

Credits: 44:28

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.

This week's episode features investment strategies, a tribute to a special listener of our show, Medicare assistance, and state laws in Missouri changing for Social Security.

Intro: 0:00

Financial Advisors: Old School Investment Strategies - 0:21

Financial Advisors: Boys And Their Toys - 9:17

Client Corner: Tribute To A Special Listener - 18:49

Medicare Advisor: Can You Be On Medicare Part A & B With Employer Healthcare? - 23:52

Eidelman Law Advisor: Too Many Egg Baskets To Keep Track Of - 33:52

CPA: New State Laws Concerning Social Security - 42:19

Credits: 46:55

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.

Tax season can bring devastating problems to your portfolio and plans if not done properly. This episode shows you how Market Advisory Group brings finances and taxes together in harmony, plus updates in healthcare and estate planning.

Intro: 0:00

Financial Advisors: Balancing Dividends vs Tax Consequences - 0:21

Financial Advisors: Tap-Dancing Around Tax Mines - 9:00

Client Corner: Roth Conversions: Taxes Are Due At Time Of Conversion - 16:48

Medicare Advisor: ACA and Tax Subsidies - 24:12

Eidelman Law Advisor: What Is A Life Estate? - 34:20

CPA: This Is Why Financial Advisors Shouldn't Give Tax Advice - 42:02

Credits: 46:58

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.

This episode of Retire Hour covers how you should rewire your thinking on retirement, and how you should phase into it when you're ready. We'll also talk with our medicare, estate planning, and tax CPA for your educational benefit.

Intro: 0:00

Financial Advisors: It's Not Retiring, It's Rewiring - 0:21

Financial Advisors: Phasing Into Retirement - 9:07

Client Corner: Custom Tuning - 17:27

Medicare Advisor: What Is An HSA? - 24:10

Eidelman Law Advisor: Long-Term Care Plan - 32:50

CPA: Your Taxes Are As Unique As Your Thumbprint - 40:04

Credits: 46:50

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.

Retire Hour is back with the team approach to retirement, helping you navigate important issues like tax and health concerns, and going over what you'll need to know in 2024.

Intro: 0:00

Financial Advisors: The Escaped Prisoner Analogy - 0:21

Financial Advisors: Tax Consequences Of CDs - 8:26

Client Corner: The Final Approach - 17:21

Medicare Advisor: Healthcare Questions Hold People Back From Retiring - 24:10

Eidelman Law Advisor: Pitfalls Of Trying To Avoid Probate On Your Own - 32:24

CPA: What Is Form 8606 And What Does It Do? - 40:18

Credits: 46:43

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.

Who is working for who when it comes to your money? Are you even ready for retirement in the first place? The Retire Hour team is back for season 7 in 2024 ready to give you actionable and helpful information for you to retire at your best.

Intro: 0:00

Financial Advisors: Spousal Continuation - 0:21

Financial Advisors: Who's Working For Who - 7:54

Client Corner: Are You Really Ready For Retirement? - 16:47

Medicare Advisor: Even Some Medicare Brokers Don't Know About IRMA - 23:55

Eidelman Law Advisor: Small Estate Affidavit? - 31:28

CPA: Transferring An Inheritance Before Death Can Be A Bad Idea - 39:47

Credits: 46:38

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.

Intro: 0:00

Financial Advisors: Naughty Or Nice Markets- 0:21

Financial Advisors: Social Security And Santa - 9:52

Client Corner: Tis The Season To Plan For Taxes - 17:34

Medicare Advisor: Medicare Elf - 24:18

Eidelman Law Advisor: Special Needs Trusts - 32:41

CPA: Bah, Humbug! I Want 0% Capital Gains Tax - 40:23

Credits: 46:59

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.

Intro: 0:00

Financial Advisors: Tail Wagging The Dog - 0:21

Financial Advisors: Does A Tax Silver Bullet Exist? - 10:34

Client Corner: What's Market Advisory Group's Process? - 20:32

Medicare Advisor: Reviewing Options Is Good Even If You Don't Make Changes - 24:10

Eidelman Law Advisor: Last Will Vs. Living Will - 31:28

CPA: What In The World Is Alternative Minimum Tax? - 40:53

Credits: 46:57

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.

Intro: 0:00

Financial Advisors: Only 10 Options For Your Retirement? - 0:21

Financial Advisors: Recession? - 8:57

Client Corner: Saucers In Their Eyes - 17:11

Medicare Advisor: Annual Enrollment vs Advantage Open Enrollment - 24:55

Eidelman Law Advisor: A Will Can Only Really Do One Thing - 33:24

CPA: Really Bad Advice A New Client Had Been Given - 41:25

Credits: 47:40

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.

Intro: 0:00

Financial Advisors: The Sandwich Generation - 0:21

Financial Advisors: A Rough Tax Year - 8:31

Client Corner: Widow's Benefits - 19:13

Medicare Advisor: $35 Insulin Cap - 24:07

Eidelman Law Advisor: What If You Can't Trust Your Trustee Anymore? - 33:11

CPA: Filing Single When Married? - 41:41

Credits: 46:54

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.

Intro: 0:00

Financial Advisors: Deep Dive - 0:21

Financial Advisors: If Your Outgo Exceeds Your Income, Then Your Upkeep Becomes Your Downfall - 8:59

Client Corner: Falling Dominoes - 17:18

Medicare Advisor: Bring It On - 24:12

Eidelman Law Advisor: Everything Blends Together - 32:37

CPA: Lots Of Wheels In Our Wheelhouse - 40:53

Credits: 46:58

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.

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.

Intro: 0:00

Financial Advisors: Like Looking At A Firing Squad - 0:21

Financial Advisors: All These Moving Pieces - 9:20

Client Corner: Burning CDs - 18:04

Medicare Advisor: Turning 65 During Open Enrollment? - 24:08

Eidelman Law Advisor: Losing A Spouse (Divorce vs. Death) - 32:42

CPA: Married For Only Part Of The Year - 40:57

Credits: 46:51

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.

Intro: 0:00

Financial Advisors: Are Bonds Really Less Volatile - 0:21

Financial Advisors: The Hot Sauce Analogy - 9:09

Client Corner: The Old Rules vs The New Rules - 16:34

Medicare Advisor: Sometimes Getting Healthier Can Save You Money - 24:09

Eidelman Law Advisor: What's A DNR? - 31:50

CPA: Why Can't We Start Tax Planning Until The End Of The Years - 40:38

Credits: 46:55

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.

Intro: 0:00

Financial Advisors: When Do You Want To Retire? - 0:21

Financial Advisors: Longest Landing In History - 9:17

Client Corner: Not 10 Years But 5 - 15:54

Eidelman Law Advisor: What Could Go Wrong? - 24:13

Medicare Advisor: Sometimes The Situation Changes And So Should Your Medicare - 30:55

CPA: Is It A Business Or Just A Hobby? - 40:09

Credits: 46:55

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.

Intro: 0:00

Financial Advisors: Inflation Tips - 0:21

Financial Advisors: Some Retirees Struggle To Pivot From Saving To Spending In Retirement - 6:41

Client Corner: You Have To Focus On The Client's Primary Worry First - 15:16

Medicare Advisor: Scope Of Appointment? - 24:13

Eidelman Law Advisor: Whispers In A Surviving Spouse's Ear - 31:55

CPA: A Roth Conversion For Basically Free? - 39:10

Credits: 47:07

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.

Intro: 0:00

Financial Advisors: Hectic Week - 0:21

Financial Advisors: The Cat's Meow - 8:02

Client Corner: Stocks And Bonds Are Getting Beat Up At The Same Time - 16:46

Medicare Advisor: Splintered Into So Many Other Conversations - 24:11

Eidelman Law Advisor: Executors Don't Always Know All The Rules - 33:34

CPA: Self-Employment Income And Roth Conversions - 42:01

Credits: 46:57

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.

Intro: 0:00

Financial Advisors: It's Going To Be A Bumpy Ride - 0:21

Financial Advisors: "Her Jaw Hit The Table" - 8:37

Client Corner: FOMO: Fear Of Missed Opportunities - 17:10

Medicare Advisor: They Don't Have Time To Really Dig For That Information - 24:14

Eidelman Law Advisor: The Estate Tax Exemption - 33:06

CPA: Love Note From The IRS - 41:51

Credits: 46:56

Learn more at: https://retirehour.com

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: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.

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.

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.

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...

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.

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.

Intro: 0:00

Financial Advisors: Bank Downgrades - 0:21

Financial Advisors: Taxes Are Going Up - 9:44

Client Corner: Social Security When You Have Minors At Home- 17:27

Medicare Advisor: Broken Noses And Our Broken Healthcare System - 24:13

Eidelman Law Advisor: Do You Trust Your Spouse? - 32:34

CPA: A Cornucopia Of Taxable Income - 43:25

Credits: 47:06

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.

Intro: 0:00

Financial Advisors: Not In A True Bull Market - 0:21

Financial Advisors: The Blank Check Analogy - 7:48

Client Corner: A One And Done Sort Of Thing - 16:02

Medicare Advisor: Misleading Mailers From Scammers - 23:53

Eidelman Law Advisor: Passing On A Business To Heirs - 32:10

CPA: Know Before You Owe - 10:18

Credits: 46:25

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.

Intro: 0:00

Financial Advisors: You Shouldn't Have To Be Referred To Someone Else - 0:21

Financial Advisors: That Deer In The Headlights Look - 9:33

Client Corner: Wouldn't You Rather Be In Control Of That? - 16:38

Medicare Advisor: "I Think I'm Getting Scammed!" - 24:03

Eidelman Law Advisor: "We Must Protect This House" - 32:30

CPA: Good News From The IRS - 40:43

Credits: 46:37

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.

Intro: 0:00

Financial Advisors: Diversification Of Tools - 0:21

Financial Advisors: Avoid The Tax Bombs - 8:24

Client Corner: Pitfalls For Retirees - 16:04

Medicare Advisor: What To Do When You Move - 24:07

Eidelman Law Advisor: It's Own Can Of Worms - 33:49

CPA: BYOTA: Bring Your Own Tax Advisor - 39:15

Credits: 46:32

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.

Intro: 0:00

Financial Advisors: Social Security Formula - 0:21

Financial Advisors: Retirement Planning Is More Than Just Investments - 8:58

Client Corner: Feeler Questions For New Clients - 18:11

Medicare Advisor: Advantage vs. Supplements - 24:15

Eidelman Law Advisor: The U.S. Has An Obligation You Won't Like - 32:31

CPA: Mid-Year Tax Check Up - 41:43

Credits: 46:46

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.

Intro: 0:00

Financial Advisors: Burning Your CD Now - 0:21

Financial Advisors: Sweeping For Tax Mines - 10:10

Client Corner: Feeless Entry - 17:29

Medicare Advisor: It's A Tricky Game - 24:17

Eidelman Law Firm: Protecting Your Finances In Case You Become Incapacitated - 32:23

CPA: Death And Taxes - 39:16

Credits: 46:52

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.

Intro: 0:00

Financial Advisors: Let's Talk About The A-Word - 0:21

Financial Advisors: There's This Big Pot Of Money - 9:35

Client Corner: Havoc On Your Nest Egg - 17:35

Medicare Advisor: Medicare Myths - 24:12

Eidelman Law Advisor: "I Don't Have Any Heirs. Why Do I Need An Estate Plan?" - 32:17

CPA: Sliding Scale Of Taxation - 40:54

Credits: 46:50

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.

This episode features helpful tax advice for those nearing retirement, and the money and financial decisions you'll need to make to help you earn money and maximize your investments.

Intro: 0:00

Financial Advisors: Don't You Want Your Taxes At A Discount? - 0:21

Financial Advisors: How Much Will You Pay In Taxes During Retirement? - 9:16

Client Corner: What Is Spend Down? - 17:09

Medicare Advisor: Underwriting - 24:16

Eidelman Law Advisor: Your Estate Plan Doesn't Matter If No One Can Find It - 33:26

CPA: Moving To A Different State For Better Taxes - 41:00

Credits: 46:51

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.

Intro: 0:00

Financial Advisors: "I Don't Want My Money On A Roller Coaster" - 0:21

Financial Advisors: Red Zone Mentality - 9:24

Client Corner: 3 Tips For Retirement - 16:55

Medicare Advisor: Yearly Medicare Review? - 24:17

Eidelman Law Advisor: Joint Tenants With Rights Of Survivorship - 32:23

CPA: 4th Quarter Tax Planning - 40:18

Credits: 46:56

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.

Intro: 0:00

Financial Advisors: There's Always Something Going On With The Markets - 0:21

Financial Advisors: Blind Spots In The Tax Code - 10:23

Client Corner: Special Exceptions For Disabled People and Social Security - 17:40

Medicare Advisor: Lump Sums Can Trigger IRMA - 24:12

Eidelman Law Advisor: Is Your Financial Advisor Asking Estate Planning Questions? - 33:24

CPA: Secure Act 1.0 and 2.0 - 41:27

Credits: 46:52

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.

Intro: 0:00

Financial Advisors: "Sonny, I'm 80-Years-Old, I Can't Weather The Storm, I Don't Even Buy Green Bananas" - 0:21

Financial Advisors: You Don't Have To Be Howard Hughes To Plan For Taxes - 9:21

Client Corner: Synergistic Energy - 17:04

Medicare Advisor: Should You Select A Medicare Select Policy - 24:18

Eidelman Law Advisor: Sometimes After Death, The Gloves Come Off - 33:15

CPA: How Much Do You Want To Hurt Yourself With Taxes - 42:30

Credits: 46:51

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.

Intro: 0:00

Financial Advisors: Prices Don't Go Back Down - 0:21

Financial Advisors: Keeping Pace With Inflation - 8:40

Client Corner: Is Your Advisor Ethical? - 16:06

Medicare Advisor: Costs Of Prescription Drugs - 24:16

Eidelman Law Advisor: Online Estate Plans? - 32:13

CPA: Tax Implications When You Transition Your Portfolio Into Precious Metals - 40:19

Credits: 46:52

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.

Intro: 0:00

Financial Advisors: How Do I Get Ready For Retirement? - 0:21

Financial Advisors: Two Days That Matter In The Stock Market - 10:00

Client Corner: Knowing Your Accounts - 16:39

Medicare Advisor: Medicare Monkey Business - 24:14

Eidelman Law Advisor: Married With Medicaid - 30:58

CPA: Don't Let Your Retirement Combust Spontaneously - 41:46

Credits: 46:47

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.

Intro: 0:00

Financial Advisors: Back Dating Social Security? - 0:21

Financial Advisors: Lump Sum Pensions - 8:52

Client Corner: Mr. Fees - 17:02

Medicare Advisor: Maybe You Should Take Your Prescription Across The Street To Save Money - 24:10

Eidelman Law Advisor: Where Is Your Money Going When You Die? - 31:43

CPA: Some Want To Owe Uncle Sam, Some Want A Refund - 40:09

Credits: 46:40

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.

Intro: 0:00

Financial Advisors: U.S. Debt Default - 0:25

Financial Advisors: Planning For Surviving Your Spouse - 8:36

Client Corner: Spouse Only Gets 50% Of Your Pension - 17:05

Medicare Advisor: What's A Cancer Policy? - 24:05

Eidelman Law Advisor: You Need To Factor Your Business Into Your Estate Plan - 33:56

CPA: Poison Pills For Filing Taxes Separately - 41:05

Credits: 46:50

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.

Intro: 0:00

Financial Advisors: Surprise Death And Its Consequences - 0:21

Financial Advisors: Legacy Planning - 9:55

Client Corner: Social Security Is Predictable - 19:07

Medicare Advisor: "I Hate Medicare Advantage" - 27:05

Eidelman Law Advisor: The Widow Mary - 36:48

CPA: Going Through A Labyrinth Without A Map - 41:10

Credits: 47:18

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.

Intro: 0:00

Financial Advisors: Not Your Father's Annuity? - 0:21

Financial Advisors: Help Is Just Down The Hall - 7:53

Client Corner: Everyone Has To Pay Uncle Sam, But You Don't Have To Tip Him - 16:55

Medicare Advisor: Does Medicare Have Dental Insurance? - 23:54

Eidelman Law Advisor: You're Marrying Your In-Laws - 33:04

CPA: Like Landing A Plane On Aircraft Carrier - 41:12

Credits: 47:18

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.

Visit us at www.marketadvisorygroup.com for a free consultation.

Intro: 0:00

Financial Advisors: Is Your Retirement Recession-Ready? - 0:21

Financial Advisors: We're Just Recording History - 9:03

Client Corner: Set-It-And-Forget-It Estate Plans? - 17:12

Medicare Advisor: Switching Medicare Supplements For Better Rates - 24:08

Eidelman Law Advisor: Testamentary Trust - 33:07

CPA: It's Never Good News When You Get A Letter From The Government - 41:29

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.

Intro: 0:00

Financial Advisors: Bank Failures Across America. - 0:21

Financial Advisors: Tax Man: "You Can Pay Me Now, Or You Can Pay Me Later" - 8:01

Client Corner: There's A Lot To Unpack There - 15:53

Medicare Advisor: Who's Irma And Why Do I Owe So Much In Taxes? - 23:59

Eidelman Law Advisor: "I'll Take This Money To The Grave" - 32:27

CPA: Mistake In Secure Act 2.0 - 40:33

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.

Intro: 0:00

Financial Advisors: Bonds. Tricky Bonds. - 0:21

Financial Advisors: Pre-Tax Accounts Only? - 8:20

Client Corner: Fees, Darned Fees, and Statistics - 16:39

Medicare Advisor: 'Til Medicare Do Us Part - 23:51

Eidelman Law Advisor: Operations Of Laws - 31:51

CPA: $35,000 Tax Bill? What? - 41:32

Credits: 47:16

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.

Intro: 0:00

Financial Advisors: The Retirement Redzone - 0:21

Financial Advisors: Cashflow Is Vital - 8:20

Client Corner: It Was The Best Of Times, It Was The Worst Of Times - 16:06

Medicare Advisor: Should You Double Up On Group Insurance And Medicare? - 24:06

Eidelman Law Advisor: Power Of Attorney Is Only For Life - 32:28

CPA: RMDs, QCDs And ACAs, Oh My - 42:05

Credits: 47:37

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.

Intro: 0:00

Financial Advisor: Interest Rate Hikes Pros And Cons - 0:21

Medicare Advisor: Captive Vs Independent Agents - 9:50

Eidelman Law Advisor: Avoid Probate? - 25:15

CPA: Thanks Reagan For Taxable Social Security - 38:24

Credits: 49:35

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.

Intro: 0:00

Financial Advisors: CD Interest Rates Too Good To Be True? - 0:21

Financial Advisors: How Much Money Do I Need To Retire? - 10:10

Client Corner: There Are Landmines Everywhere - 16:22

Medicare Advisor: Sometimes Simple Is Not So Simple - 24:08

Eidelman Law Advisor: Something Isn't Always Better Than Nothing - 32:35

CPA: Warning Bells Around "Backdoor" Roth Conversions - 42:13

Credits: 47:23

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.

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.

Financial Advisors: Large Losses Early In Retirement - 0:21

Financial Advisors: Plot Your Course Ahead 'Cause The Runway Behind You Does You No Good - 9:05

Client Corner: You Don't Plan To Fail, You Fail To Plan - 17:02

Medicare Advisor: That Price Creeps Up - 24:14

Eidelman Law Advisor: Is A Trustee Responsible For Paying All The Taxes? - 33:03

CPA: There Is No Tax Bracket At 20% - 42:10

Credits: 47:33

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.

Intro: 0:00

Financial Advisors: Optimize Your Social Security - 0:21

Financial Advisors: Uncle Sam Gets A Piece - 8:32

Client Corner: Remember Those Old Days - 16:11

Medicare Advisor: Couples Go Their Separate Ways With Medicare - 24:06

Eidelman Law Advisor: Contested Estate Plans - 32:50

CPA: Referring To A Tax Specialist - 41:30

Credits: 47:32

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.

Intro: 0:00

Financial Advisors: Can't See the Forest Through the Fees - 0:21

Financial Advisors: Rights For Divorcés - 8:53

Client Corner: Tax Consequences - 17:59

Medicare Advisor: Not Your Father's Medicare Plan - 24:03

Eidelman Law Advisor: Five-Year Clock for Medicaid - 33:15

CPA: The Snowball Effect of Taxes - 42:02

Credits: 47:32

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.

Intro: 0:00

Financial Advisors: Nest Eggs - 0:21

Financial Advisors: Options For Widow(er)s - 8:37

Client Corner: Listening To The Client - 16:22

Medicare Advisor: One Widow's Story - 24:02

Eidelman Law Advisor: Can You Avoid Probate? - 32:50

CPA: Once The Tax Genie's Out Of The Bottle - 41:20

Credits: 47:34

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.

Intro: 0:00

Financial Advisors: Teamwork Makes The Dream Work - 0:21

Financial Advisors: Ride It Out? - 9:16

Financial Advisors: Love Letter From The IRS - 15:52

Medicare Advisor: First Of The Month - 23:57

Eidelman Law Advisor: Found Pension Plan - 32:45

CPA: Secure Act 2.0 - 41:00

Credits: 47:32

Learn more about the show, the team behind it, and where else to listen 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.

Intro: 0:00

Financial Advisors: Secure Act 2.0 - 0:21

Financial Advisors: IRA Inheritance - 9:23

Financial Advisors: Coming Recession - 17:01

Medicare Advisor: Starting Medicare and SS At Different Times - 24:10

Eidelman Law Advisor: How Young Is Too Young - 31:59

CPA: The Unlucky Heir - 40:37

Credits: 47:28

Learn more about the show, the team behind it, and where else to listen 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.

Intro: 0:00

Financial Advisors: Secure Act 2.0 - 0:21

Financial Advisors: IRA Inheritance - 8.46

Financial Advisors: Coming Recession - 17:20

Medicare Advisor: Starting Medicare and SS At Different Times - 23:43

Eidelman Law Advisor: How Young Is Too Young - 32:31

CPA: The Unlucky Heir - 39.31

Credits: 47:00

Learn more about the show, the team behind it, and where else to listen 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.

Intro: 0:00

Financial Advisors: Volatile Stock Market - 0:21

Financial Advisors: Cashing Out IRAs - 9:19

Financial Advisors: Taxes And Investments - 17:04

Medicare Advisor: Starting Medicare and SS At Different Times - 23:27

Eidelman Law Advisor: How Young Is Too Young - 32:12

CPA: The Unlucky Heir - 41:29

Credits: 46:21

Learn more about the show, the team behind it, and where else to listen 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.

Intro: 0:00

Financial Advisors: Rising Interest Rates - 0:21

Financial Advisors: Tax-Efficient Retirement - 8:25

Financial Advisors: Life Insurance Policies - 15:32

Medicare Advisor: Open Enrollment is Over - 22:54

Eidelman Law Advisor: Estate Tax Planning - 32:35

CPA: Strategic Liquidations - 40:09

Credits: 45:58

Learn more about the show, the team behind it, and where else to listen 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.

Learn more about the show, the team behind it, and where else to listen 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.