8-2-25 - Navigating Retirement’s Big Questions—Income, Medicare, and Beyond

Straight Talk on Retirement with JBL Financial
02/08/2025 1h 49min Episodio 2531
8-2-25 - Navigating Retirement’s Big Questions—Income, Medicare, and Beyond

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Episode Synopsis

In this episode of “Straight Talk on Retirement,” Jeff Lapidus, Erin Lapidus, and Robert Markham explore key retirement planning topics. They discuss Social Security’s outlook, Medicare enrollment—including a special FEMA disaster relief window for Missouri residents—and how to approach investing during market volatility. The Retirement Coaches also unpack estate planning for blended families and answer listener questions on 401(k) rollovers, Roth IRA rules, and mortgage payoff considerations.
 

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