Retirement By TEAM (& How You Can Do It, Too!)
Retire Hour
by Market Media Network
6d 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
1w 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
2w 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
1M 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
1M 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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Are you really ready for retirement, who your money works for, and what is I.R.M.A.A.?
Retire Hour
by Market Media Network
1M ago
#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation 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 E ..read more
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Christmas Special
Retire Hour
by Market Media Network
2M ago
It's a Holiday Special. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation 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 ..read more
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Tax Help, Crafting Your Will, And The Market Advisory Group Process
Retire Hour
by Market Media Network
2M ago
This episode of Retire Hour will give you insights on your investments, what to do with your will, managing tax difficulties, and how Retire Hour's team uses the Market Advisory Group approach to retirement planning. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation 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 ..read more
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Making Wise Financial Decisions, Roth Conversions, And Is Recession Looming?
Retire Hour
by Market Media Network
3M ago
The 2023 calendar year is winding down. Are you prepared with tax planning as we approach 2024? Is your portfolio where you want it to be? Let's talk about client stories from people like you wanting to find the best way to retire. Our team gathers together to help your financial literacy grow. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation 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 Enroll ..read more
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Retirement For The "Sandwich Generation"
Retire Hour
by Market Media Network
3M ago
What's the sandwich generation and how can they plan for retirement? Our team discusses real stories of tax planning, estate information, Medicare open enrollment, and finance tips and tricks for you if you're in the sandwich generation - the age of caring for possibly BOTH your children and parents. 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 ..read more
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