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11/2/25 - Optimize Your Medicare Benefits Before the Year Ends!
Manage episode 468637813 series 3613353
المحتوى المقدم من JBL Financial. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة JBL Financial أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham delve into the complexities of retirement planning, emphasizing the importance of having a financial coach. They discuss the interconnectedness of financial decisions, such as investments, Social Security, and healthcare, and how changes in tax laws can impact retirement plans. The hosts highlight the value of personalized assessments and ongoing conversations with advisors to navigate these complexities. They also address listener questions about required minimum distributions (RMDs), Medicare benefits, and the differences between PPO and HMO plans, providing clear, actionable advice for a secure retirement.
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