Our financial advisors tackle the questions of how much risk you should take on in retirement, and we'll talk having a crystal ball in healthcare, your estate plan, and stock options relating to taxes. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle 00:21 Amounts Of Investing Risk 09:30 Being Too Conservative 18:04 Listener Question: Survivor's Benefits 26:08 Medicare's Crystal Ball 35:28 Estate Planning And A.I.? 45:28 Taxes On Stock Options

This week's episode tackles common retirement planning topics, how-tos, and key information on money, finances, investing, medicare, estate planning, and taxes. Find out how to retire early or better or whatever you need. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle 00:29 Concerns In Retirement 10:10 Listener Question - KPERS 18:00 We Just Got A Letter 24:45 Medicare 32:55 Estate Planning 40:30 Listener Question (part 2) - KPERS

This episode brings warnings about putting off financial concerns, a listener's question about trusts, your HSA in healthcare, the WHY behind giving to charity, and connecting tax to your retirement plan. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: We Can Deal With That Later?! - 0:21 Financial Advisors: This Is The Piece That Has To Be Addressed First - 9:07 Listener Question: What's Going On Inside This Trust? - 17:10 Medicare Advisor: What Can I Use My HSA For When It Comes To Medicare? - 24:44 Eidelman Law Advisor: Don't Give To Charity For The Tax Break; Take The Tax Break Because You Give To Charity - 33:27 CPA: All Of This Is Connected - 41:00 Credits: 47:30 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.

The Retire Hour crew discusses their clients' owing taxes when they lose money, information on Average Rate of Return, a listener asks if they should cash in their 401k to pay off their debt. Our Medicare agent discusses a client moving cross-country, our attorney helps you learn about power of attorney, and our CPA gets in deep with taxes. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: She Owes Taxes Even When She Lost Money - 0:21 Financial Advisors: Average Rate Of Return Can Be Misleading - 9:05 Listener Question: Cashing In 401K To Pay Debts - 17:14 Medicare Advisor: Retiring, Packing Up, Moving Across The Country, And Starting Medicare All At The Same Time? - 24:40 Eidelman Law Advisor: Powers Of Attorney Don't Have To Be All-Powerful - 32:49 CPA: More Than Meets The Eye - 41:21 Credits: 47:25 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.

What's going on with the Tax Cuts and Jobs Act? How should you handle cutting back hours at work vs quitting when at retirement age? What's the impact of bankruptcy on retirement? Retire Hour answers all this and more. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: Treat Your Retirement Like The Family Pet - 0:21 Financial Advisors: Substantially Equal Periodic Payment - 9:13 Listener Question: Bankruptcy And Its Effect On Retirement - 17:42 Medicare Advisor: Cutting Back Hours Instead Of Quitting Work - 24:41 Eidelman Law Advisor: Second-Generation Trust - 33:39 CPA: Tax Cuts And Jobs Act - 41:33 Credits: 47:20 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.

We introduce you to our revolutionary tier system, a listener's question on passing down their 401k to their daughter, and the importance of "power" of attorney in estate planning. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: A Tiered System - 0:21 Financial Advisors: A Different Skillset - 9:09 Client Question: "I'm With The Government And I'm Here To Help" - 17:46 Medicare Advisor: ACA And Premium Tax Credits - 24:43 Eidelman Law Advisor: The Power Of A Power Of Attorney - 32:13 CPA: Smooth Vs Rough Landings - 39:55 Credits: 47:20 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.

The Retire Hour crew discusses generational problems, "Day One vs. One Day" of retirement planning, tri-care, well-spouses, and Biden's potential tax limit changes. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: A Problem For All Generations - 0:21 Financial Advisors: Day One Vs One Day - 9:01 Client Question: High-Risk To Conservative Transition - 16:07 Medicare Advisor: Tri-Care Across The U.S. - 24:42 Eidelman Law Advisor: The Well-Spouse - 30:14 CPA: Estate Tax Exemptions - 39:50 Credits: 46:58 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.

On this episode of Retire Hour, we answer a listener's question about mandatory 401k withdrawals, the 4% rule of retirement, and being "lost in the forest." We'll also speak with our medicare advisor for procedure denials and our tax team recaps their 2024 tax season. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: Lost In The Forest - 0:21 Financial Advisors: The 4% Rule - 9:32 Client Question: Mandatory Withdrawals - 16:29 Medicare Advisor: Investigating A Procedure Denial - 24:35 Eidelman Law Advisor: Preserving Fair Market Value - 33:16 CPA: Retirement Eligibility And A Tax Deduction Issue - 40:21 Credits: 47:31 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.

Retire Hour goes mad magazine in this episode where we discuss Alfred E Neuman's thoughts on the retirement landscape, a listener question about restarting IRAs, plus tips on medicare, medicaid, and tax miracles. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: "What, Me Worry?" - 0:21 Financial Advisors: Company Stock Awards - 9:52 Client Question: Old IRAs - 17:13 Medicare Advisor: Special Enrollment and Declared Disaster Periods - 24:48 Eidelman Law Advisor: Dementia And Medicaid - 33:25 CPA: Don't Expect A Miracle - 41:08 Credits: 47:31 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.

In retirement planning, advisors like us can help increase your money, but we cannot add more time. We'll talk about that dynamic in this episode. Our client question segment comes to us from a widower needing to know if they should suspend social security, and we'll take a look at Medicare scams and Kevin's tax story. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: We Can Make More Money, But We Can't Make More Time - 0:21 Financial Advisors: A Friend's Death Is An Eye-Opener - 9:15 Client Question: Suspending Social Security To Take Widower's Benefit - 17:34 Medicare Advisor: A Medicare Scam - 24:37 Eidelman Law Advisor: "Do I Need An Estate Plan If I Have Almost Nothing To Pass Down?" - 33:25 CPA: We Need To Talk About Kevin - 40:41 Credits: 47:07 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.