My Retirement Planner Said No to a Report Request. What Should I Do?

[2:13] Adding to my partial answer to a question in episode 512

[5:33] What to do when my advisor told me no to a report

[11:05] On switching plans in Medicare’s open enrollment

[14:41] What training someone should pursue to improve their financial education

[18:10] The issues that come with trying to die with zero

[21:03] Rules when you return to work

[23:22] On securing long-term care insurance

[25:51] Are the rules different for 457B accounts?