By |Published On: July 1st, 2024|Categories: Uncategorized|0 min read|

Our financial advisors discuss Market Advisory Group’s new prospective client process, and we’ll talk about younger spouses not being of Medicare age, limits of trusts, and estate tax exemption.

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00:21 MAG REPORT

09:07 Forced Into Early Retirement

17:56 Listener Question: “ETFs and Are They Good For Retirement?”

26:13 Medicare With Younger Spouses

35:11 Estate Planning Trusts Don’t Always Protect Assets From Medicaid

44:15 A Tax Coupon That Expires Soon

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