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Investing Risks, A.I. For An Estate Plan, And Tax Implications of Stock Options

Investing Risks, A.I. For An Estate Plan, And Tax Implications of Stock Options

Released Saturday, 15th June 2024
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Investing Risks, A.I. For An Estate Plan, And Tax Implications of Stock Options

Investing Risks, A.I. For An Estate Plan, And Tax Implications of Stock Options

Investing Risks, A.I. For An Estate Plan, And Tax Implications of Stock Options

Investing Risks, A.I. For An Estate Plan, And Tax Implications of Stock Options

Saturday, 15th June 2024
Good episode? Give it some love!
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Our financial advisors tackle the questions of how much risk you should take on in retirement, and we'll talk having a crystal ball in healthcare, your estate plan, and stock options relating to taxes.


#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle


00:21 Amounts Of Investing Risk

09:30 Being Too Conservative

18:04 Listener Question: Survivor's Benefits

26:08 Medicare's Crystal Ball

35:28 Estate Planning And A.I.?

45:28 Taxes On Stock Options

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Retire Hour

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.Hosted by advisor Matt Goolsby, this program features an advisor panel from Market Advisory Group (Wichita, Kansas City) discussing recent news, relevant topics, and client stories. Then, segments featuring a Medicare advisor, estate planning attorney, and tax CPA.Retire Hour is complete retirement education.

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