• Jack and Sharon's Medicare, Estate Plan, and Financial Problems

  • Oct 21 2024
  • Length: 28 mins
  • Podcast

Jack and Sharon's Medicare, Estate Plan, and Financial Problems

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  • Summary

  • In this episode of Eye On Retirement, the team at Market Advisory Group shares the story of Jack & Sharon, who met with MAG with a litany of problems. Their estate plan was ill-prepared, they didn't know the Medicare impact they were dealing with, and their financial advisor wasn't able to connect all the dots alone.


    Market Advisory Group's approach of retirement planning connects all these together. Learn more at https://marketadvisorygroup.com
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