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May 27, 2023 48 mins

What's going on with the U.S. debt limit? Is the stock market news something to worry about? I'm worrying about my retirement, do I have all of my options lined up? Is my plan working? All these questions and more are on this week's Retire Hour.


Intro: 0:00

Financial Advisors: There's Always Something Going On With The Markets - 0:21

Financial Advisors: Blind Spots In The Tax Code - 10:23

Client Corner: Special Exceptions For Disabled People and Social Security - 17:40

Medicare Advisor: Lump Sums Can Trigger IRMA - 24:12

Eidelman Law Advisor: Is Your Financial Advisor Asking Estate Planning Questions? - 33:24

CPA: Secure Act 1.0 and 2.0 - 41:27

Credits: 46:52


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.

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