3/29/25 - Trusts, Taxes, and Retirement: What You Need to Know

In this episode of "Straight Talk on Retirement," host Jeff Lapidus—joined by certified financial planner Erin Lapidus and wealth manager Robert Markham—discusses key retirement planning topics, including asset preservation, income planning, healthcare, and estate strategies. Frank Ellis, who specializes in Medicare planning, shares updates on upcoming changes to Medicare and prescription drug coverage. The episode offers practical guidance on managing assets, understanding Social Security, and making thoughtful beneficiary designations, helping listeners feel more prepared for the future.

• Likes
• Share