In today's episode, we talk about Market Instability leading to pitfalls, knowing what you're paying Advisors for, and diversifying your portfolio. Then, our CPA shows how fast a fear-based decision can lead to a $35,000 Tax Bill if you don't have someone in your corner with the right expertise.
Intro: 0:00
Financial Advisors: Bonds. Tricky Bonds. - 0:21
Financial Advisors: Pre-Tax Accounts Only? - 8:20
Client Corner: Fees, Darned Fees, and Statistics - 16:39
Medicare Advisor: 'Til Medicare Do Us Part - 23:51
Eidelman Law Advisor: Operations Of Laws - 31:51
CPA: $35,000 Tax Bill? What? - 41:32
Credits: 47:16
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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