6-27-26 Smart Retirement Moves: RMD Rules, Medicare Drug Savings & Mid-Year Financial Check-In

from Straight Talk on Retirement with JBL Financial · host JBL Financial

Jeff, Erin Lapidus, and Robert Markham discuss required minimum distributions (RMDs), inherited IRA rules, Roth conversion considerations, Medicare Part D prescription cost caps, and practical mid-year financial planning topics, including car loans, housing affordability, retirement savings, and value investing.

Episode metadata supplied by the publisher feed · Published Jun 27, 2026

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6-27-26 Smart Retirement Moves: RMD Rules, Medicare Drug Savings & Mid-Year Financial Check-In

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This episode was published on June 27, 2026.

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