3/1/25 - Medicare, Income, and Wealth Transfer: What You Need to Know Before Retiring

In this episode of "Straight Talk on Retirement," Jeff and Erin Lapidus, along with Robert Markham, share insights on retirement planning for income, healthcare, and wealth transfer. They discuss subjects such as Medicare options, direct transfers vs. lump sums, and managing healthcare costs while traveling. The hosts offer practical guidance and encourage listeners to build a retirement plan tailored to their needs.

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