Retire Hour
Retire Hour
Retire Hour
Retirement When A Spouse Passes Away
47 minutes Posted Feb 18, 2023 at 6:30 pm.
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Show notes
What are the next steps in retirement when a loved one passes away? Join the Retire Hour team as they discuss that crucial time period, weighing Medicare decisions, gifting vs not gifting assets to children, and a special Client Corner.
Intro:
Financial Advisors: Easy To Be Long-Term Investor 'Til You Take Short-Term Losses -
Financial Advisors: Unexpected Deaths In Retirement -
Client Corner: "Maybe, It's My Fault" -
Medicare Advisor: Weigh Your Decisions Out -
Eidelman Law Advisor: When And When Not To Gift Assets To Children -
CPA: Everyone Gets A Mulligan On This -
Credits:
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.