#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Learn how to go with a team-based retirement approach with our team of professionals. This week, social security concerns, bonds vs stocks, marriage in estate planning, and CD interests. Intro: 0:00 Financial Advisors: The Team Approach - 0:21 Financial Advisors: "If You Can Tell Me [...]
#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 [...]