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Listen "How Does A "Retirement Team" Work?"
Episode Synopsis
Find out how our financial advisors work with CPAs, Medicare advisors, and estate planning attorneys as well as relevant national news. #retirement #retirementplanning #money #investing #medicare #taxes
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.
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