On this week's episode, the Retire Hour team discusses managing CDs (certificate of deposit), how much you really need to retire, houses as part of a trust, complications with changing your legal name, mistakes people make with wills, backdoor Roths, and tax mistakes.
Intro: 0:00
Financial Advisors: CD Interest Rates Too Good To Be True? - 0:21
Financial Advisors: How Much Money Do I Need To Retire? - 10:10
Client Corner: There Are Landmines Everywhere - 16:22
Medicare Advisor: Sometimes Simple Is Not So Simple - 24:08
Eidelman Law Advisor: Something Isn't Always Better Than Nothing - 32:35
CPA: Warning Bells Around "Backdoor" Roth Conversions - 42:13
Credits: 47:23
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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