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businessOct 8, 202251:19pending

Where is the market headed? | The Medicare window opens in October. Should I switch plans? | What type of planner do you need for retirement?

About this episode

  • There are a lot of opinions about the markets and economy. Who do we believe?
  • Medicare can be a tangled mess. How do you know when it’s right to switch plans?
  • There are CPAs, stockbrokers, investment advisors, retirement planners, insurance agents, and more. How do you choose?

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Where is the market headed? | The Medicare window opens in October. Should I switch plans? | What type of planner do you need for retirement?

Retirement Coffee Talk

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