By |Published On: July 15th, 2024|Categories: Uncategorized|0 min read|

Our financial advisors discuss hard to value assets, and we’ll talk about Medicare or Group Coverage, and creative tax solutions.

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00:21 Hard To Value

07:52 Retirement Is A Journey

17:55 That Freeze Factor

26:32 Listener Question: “Should I take Medicare if I plan to work past 65?”

36:09 How Creative Is Your Team?

44:16 Tax Planning Is Just For The Wealthy, Right

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