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Retire SMART Podcast · July 24 · 9 min

Ep 449. Safeguarding the Retirement Nest Egg While Helping Our Children

As a 65-year-old who will probably retire in 5 years, what is the rule about Medicare I should know? With 3 children all in their 30s who need help from time to time, how can we help them while also protecting our retirement nest egg? And I inherited an annuity from my mom who passed away earlier this year, but the agent she bought it from is no longer in business; what should I do with this account? David Brooks has answers to these questions in today’s Q&A episode.

0:00-9:18

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show notes

As a 65-year-old who will probably retire in 5 years, what is the rule about Medicare I should know? With 3 children all in their 30s who need help from time to time, how can we help them while also protecting our retirement nest egg? And I inherited an annuity from my mom who passed away earlier this year, but the agent she bought it from is no longer in business; what should I do with this account? David Brooks has answers to these questions in today’s Q&A episode.