4-19-25 - Retirement Planning: Don’t Let Your Money Go on Vacation Without You!

In this episode, the JBL Financial team—Erin and Jeff Lapidus, and Robert Markham—offer clear, practical guidance for those nearing retirement. They address timely listener questions about inheriting IRAs, managing required minimum distributions, and making the most of catch-up contributions. The hosts break down Medicare and health insurance options, including the differences between Traditional Medicare and Medicare Advantage, and clarify enrollment timing for those with employer coverage. With relatable stories and straightforward insights, they help listeners feel more prepared to navigate asset management, income planning, and healthcare choices as they approach retirement.

 

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