8-16-25 - Navigating Social Security, Medicare, and Estate Planning

Straight Talk on Retirement with JBL Financial
16/08/2025 1h 49min Episodio 2533
8-16-25 - Navigating Social Security, Medicare, and Estate Planning

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Episode Synopsis

In this episode of “Straight Talk on Retirement,” Jeff Lapidus, Erin Lapidus, and Robert Markham walk listeners through some of today’s most important retirement topics. They discuss Social Security’s outlook, Medicare enrollment options—including a special FEMA disaster relief window for Missouri residents—and key considerations for estate planning in blended families. The Retirement Coaches also respond to listener questions on 401(k) rollovers, Roth IRA rules, and whether to pay off a mortgage before retirement.

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