Retire Hour
Retire Hour
Retire Hour
401K Pros & Cons, the Sound of "Tax-Free," and Taking Medicare at Age 65
48 minutes Posted Sep 9, 2023 at 5:30 pm.
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Show notes
What is normal when it comes to financial advising? Do I need to move my 401K when I leave work? What are the pros & cons? Do I have to take Medicare at age 65?
Intro:
Financial Advisors: What Is Normal? -
Financial Advisors: Love The Sound Of "Tax-Free" -
New Client Corner: Pros And Cons Of Moving 401K From Workplace To An Independent Financial Advisor -
Medicare Advisor: Do You Have To Take Medicare At Age 65? -
Eidelman Law Advisor: Having A Trust Isn't Enough If You Don't Include Your Assets Inside It -
CPA: Don't Forget Net Vs Gross -
Credits:
Learn more at: https://retirehour.com
Joshua's Secret Word was... "Flabbergasted" (adjective. greatly surprised or astonished).
Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshuas-secret-word
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.