Medicare Updates & Inherited IRA

 This episode provides a crucial update on the latest changes to Medicare, including new enrollment deadlines and adjustments to premiums and deductibles. We also tackle the complex world of Inherited IRAs, breaking down the rules for spousal and non-spousal beneficiaries. Tune in to learn how to navigate these important financial decisions and optimize your retirement and estate planning. 

 During this show we're going to examine some mid-year 2025 financial steps that could brighten your 2026. 

Call my office at 855-22MONEY, 855-226-6639 if you would like more information or have questions. 

The Cost of being a Grandparent

During this show, we'll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.

   This episode delivers crucial updates on Social Security, breaking down the 2025 Cost-of-Living Adjustment (COLA) and its impact on your benefits. We'll also cover important changes to Full Retirement Age (FRA) and discuss the Social Security Fairness Act, which affects many public sector workers. Stay informed to make the most of your Social Security planning.