Lifetime Income Series: Don’t Fall Into a Tax Trap

Special Guest: David Sayen on What Medicare Does and Doesn’t Cover

This week Jim and John cover everyone’s favorite subject, taxes. Since we are in the middle of tax season, they cover some of the new rules that went into effect in 2014, and also some hazardous mistakes to avoid that could cost you a small fortune in extra taxes. Today’s program will help make 2015 a less taxing year, and hopefully help you make better financial decisions and life choices. The case study of John and Kathy Clark puts these topics into practical terms. The guest this week is David Sayen, a regional Medicare Administrator who will discuss what Medicare does and does not cover, and how Medicare coverage actually works.

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