Airdate: 10/15/2023
Josh kicks things off by unraveling the intricacies of Social Security's 2024 COLA, then swiftly moves into a critical analysis of how Medicare premium hikes could potentially offset COLA benefits for retirees, followed by a thorough exploration of the strategic decision-making involved in early versus late Social Security claiming. He then pivots to dissect the tax nuances of Roth IRA conversions, and wraps up by spotlighting the daunting financial vortex faced by workers juggling credit card debt, soaring college costs, and family financial obligations, all while weaving in practical advice and exploring how employers can step up to alleviate these financial burdens through supportive initiatives and programs.
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