7-11-26 Inheritance Planning, 401(k) Strategies & Medicare Q&A

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

This week, the Retirement Coaches discuss important considerations when receiving an inheritance, including taxes, retirement savings opportunities, debt, and investment decisions. They also answer listener questions about active versus passive investing, 401(k) strategies, target-date funds, Medicare coverage, gifting rules, and retirement planning, offering practical insights to help listeners make informed financial decisions.

Episode metadata supplied by the publisher feed · Published Jul 11, 2026

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7-11-26 Inheritance Planning, 401(k) Strategies & Medicare Q&A

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This episode is 1 hour and 54 minutes long.

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This episode was published on July 11, 2026.

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