#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri This week's episode features Joshua Cicora, Lead CPA of Market Tax Services as he talks with advisors about investment strategies with tax concerns, IRMAA, Inheritance, and Phantom Income. Intro: 0:00 Financial Advisors: IRA's 10-Year Rule - 0:23 Financial Advisors: Can You Turn Back the Clock [...]
#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri This week's episode features investment strategies, a tribute to a special listener of our show, Medicare assistance, and state laws in Missouri changing for Social Security. Intro: 0:00 Financial Advisors: Old School Investment Strategies - 0:21 Financial Advisors: Boys And Their Toys - 9:17 Client [...]
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 [...]