Is There Ever A Good Time To Sell, Ad-Hoc Management, and Tax Hits From CDs
Retire Hour
by Market Media Network
5d ago
If you are retiring soon and your company has no Human Resources to guide you, or your estate planning is getting complicated with your business partnership, we dive deep on these issues this week along with tax hits from CDs and if there's ever a good time to sell. #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: Healthcar ..read more
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Ex-Spouse's Social Security, HSAs, And The IRS Is Coming For You
Retire Hour
by Market Media Network
1w ago
SS, HSAs, and IRS. It's the week of acronyms. Watch as we break them down for you. #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 Fo ..read more
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Retire Hour Is LIVE At The Wichita Home Show
Retire Hour
by Market Media Network
1w ago
Retire Hour answers your questions live at the Home Show in Wichita, KS #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 ..read more
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Divorce, In-Laws, & Tax Planning: How They Impact Retirement
Retire Hour
by Market Media Network
2w ago
Life is messy, and big events can have big consequences. Let's talk about it right here on Retire Hour. #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 mo ..read more
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High Fees, the 65th Birthday Checklist, and Tax Liabilities
Retire Hour
by Market Media Network
3w ago
Financial advisor Danny Goolsby brings a toilet to the show to tell you what he thinks of high fees, tax brackets and liabilities get discussed ahead of April 15th, and we answer a listener's question about turning 65. #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: Traged ..read more
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Retirement By TEAM (& How You Can Do It, Too!)
Retire Hour
by Market Media Network
1M ago
#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri 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 Eide ..read more
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TAX TAKEOVER! IRA's, Social Security, and More
Retire Hour
by Market Media Network
1M ago
#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri This week's episode features Joshua Cicero, 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: P ..read more
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New Social Security Tax Laws, Medicare A & B, & Honoring A Retire Hour Fan
Retire Hour
by Market Media Network
1M ago
#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri 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 K ..read more
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How To Phase Into Retirement, HSAs, and Long-Term Care Plans
Retire Hour
by Market Media Network
2M ago
#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation 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 ..read more
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CDs and Tax Consequences, Healthcare Questions, and the "Escaped Prisoner" Analogy
Retire Hour
by Market Media Network
2M ago
#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation 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 ..read more
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