By |Published On: April 11th, 2024|Categories: Uncategorized|1 min read|

If you are retiring soon and your company has no Human Resources to guide you, or your estate planning is getting complicated with your business partnership, we dive deep on these issues this week along with tax hits from CDs and if there’s ever a good time to sell.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: Is There Ever A Good Time To Sell? – 0:21

Financial Advisors: Ad-Hoc Management – 9:25

Client Question: Retiring Without Human Resources To Guide You – 18:03

Medicare Advisor: Healthcare After Becoming A Widow – 24:44

Eidelman Law Advisor: Estate Planning And Business Partnerships – 32:57

CPA: Tax Hit From CDs – 41:05

Credits: 47:28

Learn more at: https://retirehour.com

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.

Liked this story? Share it with someone!

Join over 3,000 RetirementHelp.com Users

Become Part of Avada University to Further Your Career.