Our financial advisors discuss the risks, and then talk about Initial Enrollments deadlines, Trusts and Investments, and how to play a joke on your heirs (NOTE: don’t do this if you actually like your family).

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

00:21 How Have You Opened Yourself Up To Risk

08:35 Marge and Homer’s Retirement Odyssey

17:18 Listener Question: “Add To Investments After Retired?”

26:36 Medicare and Almost Missing That Deadline

35:43 Estate Planning: Do You Have To Set Up A Trust Before Turning To Investments?

45:23 A Tax Practical Joke On Your Heirs