231 Taking The Mystery Out of Medicare with Dr. Katy Votava

Jason and Dr. Katy Votava talk about how to avoid common mistakes with Medicare.  Dr. Katy is the author of Making the Most of Medicare: A Guide for Baby Boomers, 6th edition. The 2020 edition will be released soon.  Dr. Katy Votava is the President and founder of GOODCARE.com ®, a unique consulting firm working […]

230 The SECURE Act with Robert S. Keebler, CPA/PFS, MST, AEP

Jason interviews Robert about the SECURE Act. Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler  & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the […]