Retire Hour: Recent Episodes
Retire Hour
Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
Hosted by advisor Matt Goolsby, this program features an advisor from Market Advisory Group: Larry Kloefkorn, Danny Goolsby or Jonathon McCoy; estate planning attorney Gerald Eidelman of Eidelman Law Firm; CPA Joshua Cicora of Market Tax Services; and Medicare advisor Bill Vawter of Market Medicare Advisors.
Retirement should be easy, but often it's not. Tune in weekly to learn about market challenges, ever-changing tax laws, medicare updates and planning for a legacy.
The Retire Hour team talks about the recent bank downgrades, important news from around the global economy, plus Medicare, estate planning, and tax help.
Intro: 0:00
Financial Advisors: Even More Bank Downgrades? - 0:21
Financial Advisors: When Financial Advisors Can't Speak To Taxes - 8:39
New Client Corner: How To Change Financial Advisors - 17:12
Medicare Advisor: Part A Makes Sign Up For Part B Easier - 24:14
Eidelman Law Advisor: Inheriting Assets When You're Already On Medicaid - 33:21
CPA: The Gold Standard - 41:25
Credits: 47:11
Learn more at: https://retirehour.com
Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
We are back with our full panel of financial advisors once again discussing tax planning, retirement strategies, investment ideas, and what you should do with your estate if you heir spends, uh, creatively.
Intro: 0:00
Financial Advisors: Will The Recession Ever Come? - 0:21
Financial Advisors: The Tax Man Doesn't Wait For His Payment - 7:37
Client Corner: People Want To See The Experts In Person- 16:34
Medicare Advisor: What Is An SEP? - 24:13
Eidelman Law Advisor: What To Do When Your Heir Is A Creative Spender - 33:31
CPA: Who Knows Those Rules? - 41:14
Credits: 47:11
Learn more at: https://retirehour.com
Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
How do I prepare for retirement? We answer all that and more on a brand new episode of Retire Hour. We answer questions on the recent back downgrades in the US stock market and more.
Intro: 0:00
Financial Advisors: Bank Downgrades - 0:21
Financial Advisors: Taxes Are Going Up - 9:44
Client Corner: Social Security When You Have Minors At Home- 17:27
Medicare Advisor: Broken Noses And Our Broken Healthcare System - 24:13
Eidelman Law Advisor: Do You Trust Your Spouse? - 32:34
CPA: A Cornucopia Of Taxable Income - 43:25
Credits: 47:06
Learn more at: https://retirehour.com
Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
Would you take a loan from someone without knowing the interest rate? This episode will talk about the volatile stock market, misleading mailers retirees get around age 65, and protecting how a business is passed on after death.
Intro: 0:00
Financial Advisors: Not In A True Bull Market - 0:21
Financial Advisors: The Blank Check Analogy - 7:48
Client Corner: A One And Done Sort Of Thing - 16:02
Medicare Advisor: Misleading Mailers From Scammers - 23:53
Eidelman Law Advisor: Passing On A Business To Heirs - 32:10
CPA: Know Before You Owe - 10:18
Credits: 46:25
Learn more at: https://retirehour.com
Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
Have you ever had a gut feeling you're being scammed? This episode will talk about experiences with being scammed in Medicare and health insurance, common retirement topics for investing, and good tax news from the IRS.
Intro: 0:00
Financial Advisors: You Shouldn't Have To Be Referred To Someone Else - 0:21
Financial Advisors: That Deer In The Headlights Look - 9:33
Client Corner: Wouldn't You Rather Be In Control Of That? - 16:38
Medicare Advisor: "I Think I'm Getting Scammed!" - 24:03
Eidelman Law Advisor: "We Must Protect This House" - 32:30
CPA: Good News From The IRS - 40:43
Credits: 46:37
Learn more at: https://retirehour.com
Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
This week, we're talking about inflation in the stock market and other financial news out of Washington that could impact your retirement plan. Our advisor panel will help you avoid "tax bombs" and discuss the importance of your plan when you move. Don't forget to stick around for our estate planning and Medicare segment on an all-new Retire Hour!
Intro: 0:00
Financial Advisors: Diversification Of Tools - 0:21
Financial Advisors: Avoid The Tax Bombs - 8:24
Client Corner: Pitfalls For Retirees - 16:04
Medicare Advisor: What To Do When You Move - 24:07
Eidelman Law Advisor: It's Own Can Of Worms - 33:49
CPA: BYOTA: Bring Your Own Tax Advisor - 39:15
Credits: 46:32
Learn more at: https://retirehour.com
Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
Retire Hour this week focuses on how taxes are overlooked in retirement planning. Host Matt Goolsby is here with Larry, Jonathon, Joshua and more to discuss all things retirement.
Intro: 0:00
Financial Advisors: Social Security Formula - 0:21
Financial Advisors: Retirement Planning Is More Than Just Investments - 8:58
Client Corner: Feeler Questions For New Clients - 18:11
Medicare Advisor: Advantage vs. Supplements - 24:15
Eidelman Law Advisor: The U.S. Has An Obligation You Won't Like - 32:31
CPA: Mid-Year Tax Check Up - 41:43
Credits: 46:46
Learn more at: https://retirehour.com
Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
It's time to discuss finances, and advisors you use to invest. What fees do they charge? What taxes are you looking at on your nest egg or social security? Our financial advisor panel will discuss these and more. Don't forget to watch the end for our segments on Medicare, Estate Planning, and Taxes.
Intro: 0:00
Financial Advisors: Burning Your CD Now - 0:21
Financial Advisors: Sweeping For Tax Mines - 10:10
Client Corner: Feeless Entry - 17:29
Medicare Advisor: It's A Tricky Game - 24:17
Eidelman Law Firm: Protecting Your Finances In Case You Become Incapacitated - 32:23
CPA: Death And Taxes - 39:16
Credits: 46:52
Learn more at: https://retirehour.com
Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
It's time to discuss finances, and advisors you use to invest. What fees do they charge? What taxes are you looking at on your nest egg or social security? Our financial advisor panel will discuss these and more. Don't forget to watch the end for our segments on Medicare, Estate Planning, and Taxes.
Intro: 0:00
Financial Advisors: Burning Your CD Now - 0:21
Financial Advisors: Sweeping For Tax Mines - 10:10
Client Corner: Feeless Entry - 17:29
Medicare Advisor: It's A Tricky Game - 24:17
Eidelman Law Firm: Protecting Your Finances In Case You Become Incapacitated - 32:23
CPA: Death And Taxes - 39:16
Credits: 46:52
Learn more at: https://retirehour.com
Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
This week's Retire Hour covers the A-word, what happens what havoc is wreaked on your nest egg, estate plans for those with no children, and tax pitfalls.
Intro: 0:00
Financial Advisors: Let's Talk About The A-Word - 0:21
Financial Advisors: There's This Big Pot Of Money - 9:35
Client Corner: Havoc On Your Nest Egg - 17:35
Medicare Advisor: Medicare Myths - 24:12
Eidelman Law Advisor: "I Don't Have Any Heirs. Why Do I Need An Estate Plan?" - 32:17
CPA: Sliding Scale Of Taxation - 40:54
Credits: 46:50
Learn more at: https://retirehour.com
Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
Use our Retirement Tax Calculator here: www.retirementtax.com
This episode features helpful tax advice for those nearing retirement, and the money and financial decisions you'll need to make to help you earn money and maximize your investments.
Intro: 0:00
Financial Advisors: Don't You Want Your Taxes At A Discount? - 0:21
Financial Advisors: How Much Will You Pay In Taxes During Retirement? - 9:16
Client Corner: What Is Spend Down? - 17:09
Medicare Advisor: Underwriting - 24:16
Eidelman Law Advisor: Your Estate Plan Doesn't Matter If No One Can Find It - 33:26
CPA: Moving To A Different State For Better Taxes - 41:00
Credits: 46:51
Learn more at: https://retirehour.com
Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
Retire Hour this week is FULL of great tips. Guest Host Rick Everett is here with Larry, Danny, Julie, and more to discuss all things retirement.
Intro: 0:00
Financial Advisors: "I Don't Want My Money On A Roller Coaster" - 0:21
Financial Advisors: Red Zone Mentality - 9:24
Client Corner: 3 Tips For Retirement - 16:55
Medicare Advisor: Yearly Medicare Review? - 24:17
Eidelman Law Advisor: Joint Tenants With Rights Of Survivorship - 32:23
CPA: 4th Quarter Tax Planning - 40:18
Credits: 46:56
Learn more at: https://retirehour.com
Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby as well as Jonathon McCoy from Market Advisory Group Kansas City where they cover the recent state elections and the Consumer Price Index. Matt is then joined by Bill Vawter of Market Medicare Advisors who met with a couple who was paying for TWO Medicare Part B's! Next, Matt is joined by Jean Moody with Eidelman Law Firm to share her and her family's involvement with the armed forces and Veterans Benefits. Lastly, Matt and lead CPA Joshua Cicora explain why some people are passing on Roth Conversions?
Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby as well as Jonathon McCoy from Market Advisory Group Kansas City where they answer a frequently asked question "Should I just be in cash?". Matt is then joined by Bill Vawter of Market Medicare Advisors who brings up an interesting dilemma with a couple who cannot decide if they should increase their long-term care premiums, or chose to keep the same price for premiums, but cut benefits. Next, Matt is joined by Gerald Eidelman with Eidelman Law Firm to tackle the title of our episode "Non-Titled Assets" and how to handle them. Lastly, Matt and lead CPA Joshua Cicora go in to detail about Roth conversions and making sure your mixed investments aren't losing you money on your tax returns.
On this Special Episode, Larry Kloefkorn is our Guest Host while Matt is on vacation. Larry is joined by Danny Goolsby in house where they discuss if Your Advisor is Product or Process Driven? Larry is then joined by Bill Vawter of Market Medicare Advisors to tackle a recent question by a visitor to our Home Show booth. Next, Larry is joined by Gerald Eidelman with Eidelman Law Firm on how to approach tax consequences for lack of planning on retirement accounts to the next generation. Lastly, Larry and lead CPA Joshua Cicora go in to detail about early tax preparation around this time of year.
Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby in house and we welcome back Jonathon McCoy from Market Advisory Group where they discuss the Cost of Loaded Funds. Matt is then joined by Bill Vawter of Market Medicare Advisors to explain staying on a current work plan or getting on Medicare. Next, Matt is joined by Gerald Eidelman with Eidelman Law Firm to answer the question "What kind of planning can be done for Medicaid?". Lastly, Matt and lead CPA Joshua Cicora go in to detail tax software issues and why a tax expert can better prepare you for the upcoming tax season.
Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby from Market Advisory Group where they discuss the Cost of Living Adjustments. Matt is then joined by Bill Vawter of Market Medicare Advisors to express his anticipation of Medicare Open Enrollment! Next, Matt is joined by Devin Seward with Eidelman Law Firm to talk about why Power of Attorney’s are so important. Lastly, Matt and lead CPA Joshua Cicora go in to detail about Social Security getting an increase and why that may cost you more in taxes?
Matt Goolsby is joined by financial advisor Larry Kloefkorn from Market Advisory Group.They discuss pension plans and inheriting retirement plans. Matt is then joined by Bill Vawter of Market Medicare Advisors to express concerns about Medicare Advantage Plans not working in certain retirement homes. Next, Matt is joined by Jenah Moody with Eidelman Law Firm to talk about VA Pensions and Veteran's Benefits. Lastly, Matt and lead CPA Joshua Cicora go in to detail about Roth contributions being taken back?
Matt Goolsby is joined by two financial advisors from Market Advisory Group, Danny Goolsby in the booth and Larry Kloefkorn in our remote studio. They discuss stagflation and address losing a spouse in the early stages of retirement. Matt is then joined by Bill Vawter of Market Medicare Advisors to expand on the lower cost of Medicare Plan B Premium. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk about the risks of not having an estate plan when you own a business. Lastly, Matt and lead CPA Joshua Cicora go in to detail about mixing withdrawals from different pots of money to minimize taxes in retirement.
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Larry Kloefkorn and Danny Goolsby remotely in Wichita. They discuss market concerns and answer a 3 part listener question regarding widow’s benefits, switching to social security, and drawing from your IRA. Matt is then joined by Bill Vawter of Market Medicare Advisors to expand on Open Enrollment for Medicare. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk about blended families. Lastly, Matt has his final thoughts of the week.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss forgotten 401k’s and answer a listener question regarding investing in 401k’s at a young age. Then in the “Find the Fees” segment they examine Incomplete Advise. Matt is then joined by Bill Vawter, of Market Medicare Advisors to compare and contrast staying on a group health plan or joining Medicare. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk about a recent client whom has several pieces of property and needs a better estate plan. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about different types of tax accounts.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss market volatility in you retirement plan and answer a listeners question regarding when to cash out in retirement. Then in the “Find the Fees” segment they examine I Bonds. Matt is then joined by estate planning attorney Gerald Eidelman to answer a listeners question about the role your children should play in your estate plan. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question regarding expenses Medicare covers in long term care. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to talk through Social Security tax.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They discuss some things to be conscious about in the current market and vital steps that you need to take when you’re helping your parents out in their old age. Then in the “Find the Fees” segment they examine Market Volatility and the potential fees it could bring about. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the role Tricare plays in relation to your current or future Medicare plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to better understand what your Estate plan look like if you happen to move. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to walk through the steps of someone’s last Tax Return.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They discuss some things to be conscious about in the current market and vital steps that you need to take when you’re helping your parents out in their old age. Then in the “Find the Fees” segment they examine Market Volatility and the potential fees it could bring about. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the role Tricare plays in relation to your current or future Medicare plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to better understand what your Estate plan look like if you happen to move. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to walk through the steps of someone’s last Tax Return.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the continual effects of inflation and “The Baby Boomer Dilemma” a movie sponsored by Market Advisory Group that focuses around rethinking many elements of you retirement. Then in the “Find the Fees” segment they examine the potential fees from Social Security. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the most common Medicare Supplement plan. Next Matt is joined by estate planning attorney Gerald Eidelman to elaborate on how charitable giving and Estate Planning connect. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about 8821’s and what exactly their benefit is.
Episode 19 or Season 4 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the continual impacts inflation can bring to your retirement and answer a listeners question concerning when to draw out of an IRA. Then in the “Find the Fees” segment they cover the potential hidden fees in your tax planning. Matt is then joined by lead CPA of Market Tax Services Joshua Cicora to chat about tax implications for someone who has already started taking social security and is wanting to go back to work. . Next Matt is joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question regarding when to take Medicare part D and the implications of postponing their medicare. Lastly, Matt is joined by estate planning attorney Gerald Eidelman to discuss LTC and Medicaid planning.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss market volatility and social security implications when divorced. Then in the “Find the Fees” segment they examine different ways to have better control of your retirement. Matt is joined by Cory Hiebert, of Market Medicare Advisor to talk through gaps in a Medicare Advantage Plan. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding their mother-in-laws trust. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the important information you need to know about tax withholdings.
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Jonathon McCoy and Danny Goolsby remotely. They discuss the 4% rule and going into retirement without knowing how much it will cost you. Then in the “Find the Fees” segment they examine Single Stock Risk. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through transition from a. Group or employer plan to medicare. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding estate planning in relation to owning a small business. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question regarding how bonds are handled when taken out IRA as an RMD.
Episode 16 of Season 4 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss taxes in retirement and what millionaires should consider when retiring. Then in the “Find the Fees” segment they examine Income riders. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the process of changing between plans. Next Matt is joined by estate planning attorney Gerald Eidelman to chat about a sizable nest egg with a blended family. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question regarding moving money to a TSP account.
Matt Goolsby is joined in studio by lead CPA of Market Tax Services Joshua Cicora and two financial advisors from Market Advisory Group, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They talk through the Secure Act 2.0 and the potential coming to RMD’s in the future. Then in the “Find the Fees” segment Matt chats with Jonathon and Larry about buying on margin. Matt is then joined by Bill Vawter, of Market Medicare Advisors to discuss things to be wary of when getting phone calls about Medicare. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question concerning owning a house with blended family. Lastly, Matt is joined by Cory Hiebert, of Market Medicare Advisors to talk through different types and advantages of certain drug plans.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They discuss recent stock fluctuation and Biden’s recent tax plan. Then in the “Find the Fees” segment they examine Bonus Annuities. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through SEP’s and that they could mean to your Medicare plan. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question who was concerned about potentially not having everything done for their estate plan. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about taxes with Social Security.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss inflation concerns and answer a listeners questions regarding social security and income planning. Then in the “Find the Fees” segment they examine Final Expense Policies. Matt is then joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question concerning the term Doughnut Hole in Medicare. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding 529 Plans and potential alternative options. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about Estate Planning in taxes.
Rick Everett is joined by two financial advisors from Market Advisory Group, in studio by Larry Kloefkorn and Danny Goolsby remotely in Wichita. They discuss soaring inflation and making sure your advisor is ready as the market and laws change. Then in the “Find the Fees” segment they examine Variable Annuities. Rick is then joined by Corey Hiebert, of Market Medicare Advisors to talk through the different types of Medicare plans. Next Rick is joined by estate planning attorney Gerald Eidelman to address the process of changing your name in an estate plan. Lastly, Rick is joined by lead CPA of Market Tax Services Joshua Cicora to chat about Inherited IRA’s.
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss new inflation numbers and talk through a recent meeting they had widowed woman who is having to handle her finances for the first time. Then in the “Find the Fees” segment they examine advisors that are product driven and process driven. Matt is then joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question regarding the best course of action when retiring a with a disability. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question concerning the effects a net worth could have on a trust and an estate plan. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about PTC income limits.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They discuss the potential retirement risks that could come about from volatility and inflation in the market, and answer a listeners question regarding when to start collecting social security. Then in the “Find the Fees” segment they examine term insurance. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the cost of Medicare supplements. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question about revocable trusts. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about some common tax questions he has been getting.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They talk through how corrections and downturns in the market could effect your retirement and answer a listeners question concerning 401k’s. Then in the “Find the Fees’ segment they take a look at buy and hold advisors. Matt is then joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding the differences between Executors and Trustees. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to a sewer a listeners question about reducing taxes with a QCD(Qualified Charitable Distribution) and RMD. Additionally they discuss the benefits of Roth conversions.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the role taxes play when making investments and incoming volatility. Then in the “Find the Fees” segment they take a a closer look at the potential hidden fees taxes could bring about. Matt is then joined by Bill Vawter, of Market Medicare Advisors to examine misleading Medicare marketing. Next Matt is joined by estate planning attorney Gerald Eidelman to talk through the process of transferring assets. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question regarding tax implication in Medicare.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They talk through an estimated amount of money needed to retire an dhow to reduce risk in your portfolio. Then in the “Find the Fees” segment they examine VUL’s and the fees they could potentially bring. Matt is then joined by Bill Vawter, of Market Medicare Advisors to better understand what you could be potentially overpaying for in Medicare. Next Matt is joined by estate planning attorney Gerald Eidelman to discuss the current estate tax exemption and how it will adjust in the future. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the benefits.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the part of retirement we have control over and the parts we don’t have control of. Then in the “Find the Fees” segment they examine 401ks and the fees they could potentially bring. Matt is then joined by Bill Vawter, of Market Medicare Advisors to compare and contact the pros and cons of Medicare advantage, as well as, the many misconceptions about the plan. Next, Matt talks through the importance of having an estate plan included with your retirement, taxes, and Medicare planning. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the new Face ID implemented by the IRS.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the risk of target funds and what’s better, buy and hold strategy or a tactical approach strategy. . Then in the “Find the Fees” segment Matt is joined by lead CPA of Market Tax Services Joshua Cicora to examine the potential fees you can find in tax preparation. Additionally, Joshua sticks around and talks through important items to consider when getting ready to file your taxes this year. Next Matt is joined by estate planning attorney Gerald Eidelman to answer the important question of how young is too young to have an estate plan. Lastly, Matt is joined by Bill Vawter, of Market Medicare Advisors to elaborate on juggling filing for Social Security and while still being on group insurance.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They talk through potential changes coming to the secure act and what to consider as you begin taking social security. Then in the “Find the Fees” segment they examine Bonus Annuities. Matt is then joined by Bill Vawter, of Market Medicare Advisors to discuss the approach someone should take with their medicare once they reach 65. Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question about estate planning round a prenuptial agreement. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about things you need to know as tax season approaches.
Rick Everett is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They talk through the importance of knowing how much retirement will cost you and the dangers of a set it and forget it mindset in retirement. Then in the “Find the Fees” segment the advisors answer a listeners question about estate planning. Rick is then joined by Bill Vawter, of Market Medicare Advisors to compare a contrast different types of Medicare Supplement plans. Next, Rick is joined by estate planning attorney Gerald Eidelman to discuss TOD’s and the benefits of using them. Lastly, Rick is joined by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question concerning how to issue a gift to children if neither of the parents pay taxes.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss important steps needed to take as you plan your retirement and recent price increases. Then in the “Find the Fees” segment they examine bonds and potential rising interest rates. Matt is then joined by Bill Vawter, of Market Medicare Advisors to cover increases in Part B premiums and the hold harmless provisions. Next, Matt is joined by legal assistant Jenah Moody to talk through veterans benefits and the 3 M’s involved in it. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about changes to 1099k’s in this upcoming tax year.
Episode 1 of Season 4 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss continual inflation in the market and the benefits of working with a team when planning for your retirement. Then in the “Find the Fees” segment they compare and contrast fee based advisors and commission bases advisors. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the steps people on medicare can take if they missed open enrollment and want to change their coverage. Next, Matt is joined by estate planning attorney Gerald Eidelman to examine the secure act and the impact it could have on a trust. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about withholdings and the importance of resisting them at the beginning of the year.
Episode 24 of Season 3 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the impact inflation may have on people with a fixed income and answer a listeners questions regarding tax consequences when planning for retirement. Then in the “Find the Fees” segment they examine different types of strategies when planning for retirement. Matt is then joined by Bill Vawter, of Market Medicare Advisors to elaborate on what Medicare part B is and the premiums involved within it. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through the necessary steps to take if you lose a spouse in retirement and pan to remarry. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to go over some important tax dates that are coming up.
Episode 21 of Season 3 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss Things someone should consider when taking out Social Security and when creating an income plan. Then in the “Find the Fees” segment they examine income riders and the potential fees involved with them. Matt is then joined by Bill Vawter, of Market Medicare Advisors to chat about Medicare Phone Sales and what you need to be aware of when contacted by these types of advisors. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through the steps needed to take if you don’t have a power or attorney when you or someone you know is incapacitated. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question
Episode 21 of Season 3 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the Build Better Back bill and answer a listeners question regarding money in a 401k account. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through options available for Retired Federal employees. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question concerning receiving an inheritance while not being the trustee. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the tax and Roth implications of the Build Back Better bill.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss mandates leading some to an early then expected retirement and the debt deadline being back in the news. Then in the “Find the Fees” segment they take a look back at Roth Conversions. Matt is then joined by Bill Vawter, of Market Medicare Advisors to continue their discussion on open enrollment as it comes to a close on December 7th. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through the topic of Trust Mills. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about how break points, really amount to a tax increase.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They talk through the importance of having all the data when working with a client and future taxable implications in retirement. Then in the “Find the Fees” segment they examine the fees involved with life insurance and tax complications. Matt is then joined by Bill Vawter, of Market Medicare Advisors to elaborate on money you could potential save with your Medicare plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to discuss things that you cannot fo in an estate plan. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the the potential tax nightmare an inherence can bring about.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss how the lack of a Team approach in retirement could cost you dearly, in addition too, new regulations and tax increases in the near future. Then in the “Find the Fees” segment they examine the market for potential inflation concerns. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the negative cogitation many of their clients have towards Medicare Advantage plans. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding single point contact in the event of a premature death. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the implications of taxes when it comes to inheritance.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, and remotely in Wichita by Jonathon McCoy and Larry Kloefkorn. They discuss the benefits and potential savings a having a team approach could have when planning for retirement. Then in the “Find the Fees” segment they revisit the topic of loaded funds. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the different avenues a married could could take when they’re on a work health insurance plan while also approaching 65. Next, Matt is joined by estate planning attorney Gerald Eidelman to examine the necessary steps needed to take after setting up a trust. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about a recent discussion Matt had with someone that attended a workshop.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They discuss the importance and benefits of working with a financial and tax advisor under the same roof. Additionally they examine the future of social security and what social security checks will potentially look like next year. Then in the “Find the Fees” segment they tackle the subject of target date funds. Matt is then joined by Bill Vawter, of Market Medicare Advisors talk through prescription drugs in relation to a Medicare Advantage Plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding the process of donating assets to charity after passing away. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the cons of exclusively using tax software to file your taxes.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They examine the payroll tax enacted by Washington state and the factors Filial Responsibility Laws could play in your retirement. Then in the Find the Fees segment Danny and Joshua to talk through the fees involved with paying off a mortgage with a large lump sum from a 401k or IRA. Matt then goes one on one with Joshua Cicora, lead CPA of Market Tax Services, to discuss taking money out of an IRA account and answer a listeners question regarding moving money from one brokerage to another. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through the importance of getting your estate plan done in a timely manner so you’re prepared for any situation thrown at you.. Lastly, Matt is joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question regarding calculating MAGI for part B of Medicare.
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Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They answer a listeners question regarding social security and discuss unrealistic expectation in relation to the index. Then in the “Find the Fees” segment they compare and contrast how Market Advisory Group manages money verses other financial advisors. Matt is then joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question concerning a group plan from employer. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding a person with a broker license becoming power of attorney for spouse and family. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to talk through the differences between Roth conversions and contributions.
Matt Goolsby is joined by financial advisor Larry Kloefkorn to discuss the impact social security could have on people born in 1960, and then they’re joined by lead CPA of Market Tax Services, Joshua Cicora to compare and contrast tax advisors and tax preparers. Afterwards, Matt and Larry examine Variable annuities in the Find the Fees segment. Matt is then joined by Bill Vawter, of Market Medicare Advisors to
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They talk through specific terms used by advisors t be wary of and continue their discussion about the debt ceiling debate they had a few weeks back. hen in the “Find the Fees” segment they examine RMD’s (required minimum distributions). Matt is then joined by Bill Vawter, of Market Medicare Advisors to discuss recent TV ads centering around open enrollment. Matt is then joined by estate planning attorney Gerald Eidelman to talk through preparing the next generation for your estate plan. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about tax implications on precious metals.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They talk through Stagflation and examine recent economic data that may foreshadow the future of the market. Then in the “Find the Fees” segment they discuss Expense Ratios. Matt is then joined by Bill Vawter, of Market Medicare Advisors to reiterate the importance of open enrollment as it nears closer. Matt is then joined by estate planning attorney Gerald Eidelman to compare and contrast spendthrift trust and how it may differ from a normal trust. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to continue their conversation from last week on potential tax increases from congress.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the potential of the market going sideways with proposed regulations and taxes. Additionally they talk through the importance of a team approach when planning for retirement, and how Market Advisory Group offers that. Then in the “Find the Fees” segment they examine A Shares. Matt is then joined by Bill Vawter, of Market Medicare Advisors to elaborate on Medicare workshops Bill teaches, keys for open enrollment, and the risk of changing your Medicare plan without necessary planning. Matt is then joined by estate planning attorney Gerald Eidelman to talk through the benefits of involving your kids in your estate planning. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to give an update on potential tax increases.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the debt limit and taxes going up from the most recent spending bills. Then in the “Find the Fees” segment they talk through cash value life insurance. Matt is then joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question regarding medicare deadlines for him and his wife, who is about to turn 65. Matt is then joined by estate planning attorney Gerald Eidelman to answer a listeners question involving a small amount assets when a person is in a serious medical condition. Lastly, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to walk through the steps needed to take with taxes if you lose a spouse.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They talk through social security trust funds and give their number one tip for people nearing retirement. Then in the “Find the Fees” segment they discuss the different types of taxes in retirement. Next Matt talks one on one with financial advisor Danny Goolsby about first hand examples of how beneficial a collaboration approach to retirement is. Matt is then joined by estate planning attorney Gerald Eidelman to examine and explain Estate Tax Exemption. Lastly, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to chat about the effect 1099k’s may have on future online purchases and sales.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the recent 3.5 Trillion dollar spending bill moving forward and answer a listeners question concerning indexed annuities. Then in the “Find the Fees’ segment they examine and debunk some hidden fees involved in phantom income tax. Next Matt talks one on one with financial advisor Jonathon McCoy about a client a client go his who is retiring and manages a shipping company. Matt is then joined by estate planning attorney Gerald Eidelman to answer a listeners question pertaining a will between two sisters. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about social security tax.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss operating under the Fiduciary Standard and answer a listeners question concerning pension buyouts. Then in the “Find the Fees” segment they examine annuities and the potential fees they could be hiding. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the steps needed to take as open enrollment approaches. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listers question concerning assets within a blended family. Lastly, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to answer a listeners question about the tax implication on their recent casino winnings.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They talk through what a sector rotation is and the drawbacks of DIY’s when planning your retirement. Then in the “Find the Fees” segment they examine the potential fees in long term care insurance. Matt is then joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question about switching to a drug plan after having a plan that didn’t necessarily work for them. Next, Next, Matt is joined by estate planning attorney Gerald Eidelman to discuss strategies to avoid probate with TOD’s and POD’s. Lastly, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to chat about good intention that lead to unintended consequences when it comes to tax planning
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They talk through what a succession plan looks like if your advisor happens to retire before you and income planning in a post-pandemic world. Then in the “Find the Fees” Segment they walk through the pros and cons of pre paid funerals. Matt is then joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question about the process of changing their name on Medicare and Insurance policies. Next, Matt is joined by estate planning attorney Gerald Eidelman to an answer a listeners question about revocable trusts. Lastly, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to discuss the potential taxes on inheritances and trusts.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They compare and contrast the the differences between Asset and Income Allocation, and what would lead someone to go to one over the other. Then in the “Find the Fees” segment they discuss how fees and money is managed through Market Advisor Group vs other financial firms. Matt is then joined by estate planning attorney Gerald Eidelman to talk through the logistics of a probate and how to avoid it. Next, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to explain what a tax shelter is, and why someone would want to have one. . Lastly, Matt is joined by Bill Vawter, of Market Medicare Advisors to chat about the process of choosing a Medicare plan and the confusion that comes about with all the different option out there.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss 3 major factors to consider when planning for retirement, when you want to retire, how you want to live in retirement, and your health in retirement. Additionally they examine why many people they meet with are reluctant to discuss their retirement situation right away. Then in the “Find the Fees” they talk through buying stocks. Matt is then joined by estate planning attorney Gerald Eidelman to establish the steps that need to be taken in the estate planning process. Next, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to chat about the importance of working with both a financial advisor and estate planning attorney when tax planning. Lastly, Matt is joined by Bill Vawter, of Market Medicare Advisors to answer a question from a listener about maxing out medicare benefits.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They answer a listeners questions concerning the best time to start collecting social security. Later, they discuss “The Lost Decade” which took place between1999-2009 and centered around S&P 500 returning to -2% after a 10 year period. Then in the “Find the Fees” they examine mutual funds and the fees they could bring about. Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to chat about tax implications when it comes to social security. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to discuss spouses choosing the same Medicare plan out of convenience rather than searching for a plan that fits them better. Lastly, Matt is then joined by estate planning attorney Gerald Eidelman to talk through when someone should consider a special needs trust.
Episode 1 of Season 3 of Retire Hour. Matt Goolsby is joined by two financial advisors from Market Advisory Group, Larry Kloefkorn and Danny Goolsby. They discuss Social security tips and DIY’s when it comes to income planning, investment allocations, and tax planning. Then in the “Find the Fees” they examine recent TV and radio commercials that focus on selling life insurance policy. Matt is then joined lead CPA of Market Tax Services, Joshua Cicora talk through federal pensions and the lack of state income owed with them. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question about conflict that arose concerning a family vacation house and what steps could have been taken to potentially avoid it. Lastly, Matt is then joined by Bill Vawter, of Market Medicare Advisors to chat about the importance of checking in on your medicare plans from time to time for potential savings.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the financial steps needed to take if a spouse receives a tragic diagnosis and differentiate the differences advisors working in the same market bring to the table. Then in the “Find the Fees” segment they examine CD’s and the tradeoff’s they present. Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to answer a question from a listener revolving around a precious metal investment and the tax implications it presents. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through a companies recent advertisements on social media that that creates trust for people. Lastly, Matt is then joined by Bill Vawter, of Market Medicare Advisors to discuss recent medicare ads staring Joe Namath and potential misinformation they present in planning for your medicare.
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Larry Kloefkorn and Danny Goolsby remotely. They talk through The New Risk Frontier and how it could effect it could have on retirement, taxes and the economy. Additionally they discuss the recent shortage of what seems like everything, and walk through the potential impacts it could have on future inflation and taxes. Then in the “Find the Fees segment they take a look at the different types of life insurance and the importance of knowing the differences and tradeoffs between them. Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to look ahead to the Child Tax Credit ad the implications it could bring. Next, Matt is joined by estate planning attorney Gerald Eidelman to discuss estate planning traps that could cause a family feud. Lastly, Matt is then joined by Bill Vawter, of Market Medicare Advisors to take an early look at open enrollment and what to stay mindful about as it approaches in the next 3 months.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They answer a listeners question concerning retiring early and the potential affects it could have on social security. Additionally they talk through the factors to consider when changing advisors after retirement. Then in the ‘Find the Fees” segment all four advisors discuss the ever changing topic of bonds. Matt is then joined by Bill Vawter, of Market Medicare Advisors to clear up the fear/negative feelings many people have towards Medicare Advantage, and the importance of knowing specifics about each medicare plan out there. Next Matt talks through the importance of reviewing your Estate plan, as well as, giving some first hand examples that him and estate planning attorney Gerald Eidelman have witnessed. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about crypto currencies and the implications it could have on taxes.
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, and Jonathon McCoy remotely in Kansas City. They discuss the importance of communication between you and your significant other when planning for retirement and unexpected expenses that could show up in retirement. Then in the “find the fees” segment they compare and contrast how they handle money and how it differs from other investing tools. Matt is then joined by Bill Vawter, of Market Medicare Advisors to differentiate the differences between Medical Supplements and the best course of action when choosing one. Matt is joined by estate planning attorney Gerald Eidelman to talk through Medicaid and the rules that come with it. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about ROTH conversions and if it could be beneficial for you when taxes potentially go up.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They answer a listeners question pertaining the steps to take when beginning the retirement process and examine the current market with inflation beginning to materialize. Then in the “Find the Fees” segment they talk through index annuities. Matt is then joined by estate planning attorney Gerald Eidelman to answer a listeners question about blended family and the logistics of assets when either parent passes away. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to talk through Medicare supplements and if now is a good time to shop for them. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to examine some tax tips to consider while on social security.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita and Jonathon McCoy remotely in Kansas City. They discuss the logistics of inheritances and health care expresses in retirement. The in the “Find the Fees segment they talk through 401ks, prospectus’s, and the fees on your nest egg. Matt is then joined by estate planning attorney Gerald Eidelman to walk through 6 estate planning mistakes to avoid. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to examine the steps needed to take to pick the best medicare coverage once you turn 65. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about the continued tax changes presented by congress and what you need to know as we approach the halfway ark of the year.
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita and Jonathon McCoy remotely in Kansas City. They discuss the logistics of inheritances and health care expresses in retirement. The in the “Find the Fees segment they talk through 401ks, prospectus’s, and the fees on your nest egg. Matt is then joined by estate planning attorney Gerald Eidelman to walk through 6 estate planning mistakes to avoid. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to examine the steps needed to take to pick the best medicare coverage once you turn 65. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about the continued tax changes presented by congress and what you need to know as we approach the halfway ark of the year.
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss President Biden’s recent tax increase proposals and the elimination of step up in cost basic for inheritance. Then in the Find the Fees segment they examine ongoing fees and ETF’s VS Mutual funds. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through some tips before choosing a Medicare Advantage Plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to evaluate the steps needed to take if someone were to get remarried during retirement. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about Biden’s suggested changes to Long Term Capital Gains rates.
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Larry Kloefkorn and Danny Goolsby remotely. They discuss service distributions when approaching retirement and their book “The Investor Catch” which is available on Amazon. Then in the new weekly segment “Find the Fees” they talk through Variable Annuities and their fees, which include, M&E fees, subaccount/investment fees, and rider fees. Matt is then joined by Bill Vawter, of Market Medicare Advisors to compare and contrast the two versions of Medicare and what people should consider when choosing one or the other. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through the process of a will when children and a non-married couple is involved. Finally Matt is joined by lead CPA of Market Tax Services, Joshua Cicora chat about the importance of getting advise from both a CPA and financial Advisor., which is something Market Advisory Group offers.
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss the medias recent fascination with REITs and the process of transitioning from work to retirement. Then in the new find the fees segment Danny talks through a recent conversation he had with a client about Unit Investment Trusts. Matt is then joined by Bill Vawter, of Market Medicare Advisors to examine the connections your income has to medicare. Next, Matt is then joined by estate planning attorney Gerald Eidelman to cover the steps needed to take if you lose a loved one. Finally Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to discuss the process of finding a new CPA if yours has retired or passed away.
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Jonathon McCoy and Danny Goolsby remotely. They discuss investments in precious metals and the predicament of advisors pushing product vs having a plan. Additionally Matt introduces a new segment called “Find The Fees” with the goal of calling out different fees both good or bad, and see how they function according to your money management. Matt is then joined by estate planning attorney Gerald Eidelman to talk through different strategies with estate planning when it comes to a spouse passing away, blended families, and step children. Next, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to cover donor advised funds and who should consider them. Finally, Matt is joined by Bill Vawter, of Market Medicare Advisors to talk through a question asked by a listener about medicare advantage plan.
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Larry Kloefkorn and Danny Goolsby remotely. They discuss hedge funds using borrowed money to make bets on media stocks and response Wall Street has had on this dilemma. In addition, they examine the recent acceleration of retail trading with the industrywide decisions to drop commissions in 2019. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk though Preferred Provider Organization (PPO) plans and the role it plays on Medicare. Next, Matt is then joined by estate planning attorney Gerald Eidelman to cover common reasons and events that should lead you to check your estate plan. Finally Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about short term tax planning vs long term tax planning, and what the difference is.
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Jonathon McCoy remotely in Kansas City. They discuss the risk of advisors tweaking portfolios and the value of meeting with an advisor, attorney, and CPA all at the same time. Additionally they talk through age market volatility when it comes to saving for retirement. Next, Matt is then joined by by Bill Vawter, of Market Medicare Advisors to examine Medicare basics and the different parts of Medicare, A, B, C, & D. Next, Matt is joined by estate planning attorney Gerald Eidelman to cover common estate planning mistakes people make. Finally Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to discuss the best time to start planning for your taxes.
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss the impact reopening the country will have on retail investors, the logistics of stock pickers vs an index, and pension buyouts. Matt is then joined by estate planning attorney Gerald Eidelman to cover the steps to take when pertaining to an estranged and your will. Next, Matt is joined by the lead CPA of Market Tax Services, Joshua Cicora to talk through stimulus checks and the potential postponement of tax day to May 17th. Finally, Matt is joined by Bill Vawter, of Market Medicare Advisors to discuss the processes of changing doctors, medicals plans, and location of residency when referring to medicare.
Matt Goolsby is joined by the lead CPA of Market Tax Services, Joshua Cicora to discuss a variety of tax related topics which include; stimulus checks, child tax credit, earned income credit, unemployment benefits, and tax planning for retirement. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through medicare penalties when pertaining drugs and coverage. Next, Matt is joined by estate planning attorney Gerald Eidelman to address the “do it yourself” crowd and the importance of having an estate plan reviewed by a local professional. Finally, Matt is joined by Danny Goolsby of Market Advisory Group to chat about the 10 year treasury yield and the implications it could have on inflation.
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Jonathon McCoy and Danny Goolsby remotely. They talk through the $1.9 trillion stimulus package, Senator Elizabeth Warren’s wealth tax proposal, President Biden’s estate tax plan, and discuss the implications they could have on retirement. Matt is then joined by Bill Vawter, of Market Medicare Advisors to cover the benefits of a Medicare Advantage plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to walk through estate planning if the estate tax exemption is lowered. Finally, Matt is joined by the lead CPA of Market Tax Services, Joshua Cicora to discuss the impact an inheritance can have on your taxes.
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss inflation concerns and necessary things to pay attention to when planning for retirement. Additionally, they talk through the cape index and use it to gauge the current market. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through Group Plans and what to expect as you or your spouse approaches the age 65. Next, Matt is joined by estate planning attorney Gerald Eidelman to discuss the process of transferring assets to the next generation while also receiving a benefit. Finally, Matt is joined by the lead CPA of Market Tax Services, Joshua Cicora to go through 5 tax tips for this current tax season and important information to pay attention to in retirement.
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss the volatility and changes in the market, as well as, the future of social security and the adjustments needed to prolong the program. Additionally, they talk through the potential risks of income planning in relation to retirement. Matt is then joined by Bill Vawter, of Market Medicare Advisors to cover medi-share plans and their shortfalls when it comes to extra coverage on medicare. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk though planning final expenses in the event of an untimely demise. Finally, Matt is joined by the lead CPA of Market Tax Services, Joshua Cicora to discuss why it may be a good idea to wait on filing taxes this year.
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss what cryptocurrency is, the different types of cryptocurrency, and the potential risks of investing in cryptocurrency. Additionally, they discuss the current market and how cryptocurrencies like Bitcoin and Dogecoin are effecting it. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through long-term care insurance and how you should not depend Medicare for LTC coverage. Next, Matt is joined by estate planning attorney Gerald Eidelman to discuss his own personal experience with bitcoin and how cryptocurrency can affect your estate plan. Finally, Matt is joined by the lead CPA of Market Tax Services, Joshua Cicora to chat about the tax implications cryptocurrency can have.
Matt Goolsby is joined in studio by financial advisor Larry Kloefkorn of Market Advisory Group. They examine the current market and break down what exactly a short is. In addition, they talk through this new modern market and the potential impacts it could have on your retirement plan. Matt is then joined by Bill Vawter, of Market Medicare Advisors, to discuss the history of the different types of medicare. Next, Matt is joined by Estate Planning Attorney Gerald D. Eidelman to talk through the process and steps to help someone that can no longer manage their finances. Finally, Matt is joined by the lead CPA of Market Tax Services, Joshua Cicora to chat about importance of failing a tax return and how it will help in the future.
Matt Goolsby is joined by two financial advisors from Marketing Advisory Group, in studio by Larry Kloefkorn and Danny Goolsby remotely. They discuss choosing the right type of advisor, and how to know if your advisor has your best interest in mind. Additionally, they talk through the process of using a mutual fund, having a money manager invest in the market, and what exactly is being paid for in those situations. Matt is then joined by Bill Vawter, of Market Medicare Advisors, to discuss how to identify an independent agent and the process of choosing the right agent. Next, Matt is joined by Estate Planning Attorney Gerald D. Eidelman to talk through the crucial steps to take beyond your will and estate. Finally, Matt is joined by the lead CPA of Market Tax Services, Joshua Cicora to chat about the logistics of deducting expenses from this past year of working from home or remotely.
Larry Kloefkorn of Market Advisory Group, joins Matt Goolsby in studio to talk about some of the concerns he’s hearing from his clients right now. Joshua Cicora, CPA with Market Tax Services, joined the show to talk about some of the potential tax changes that are coming with the new administration. Bill Vawter, of Market Medicare Advisors, stopped by today to talk about a current advertising campaigns that is presenting some misleading information about saving money on your Medicare plan. Gerald Eidelman, estate planning attorney with Eidelman Law Firm, talks about a situation he saw recently where a couple thought they were preparing themselves for long-term care, but ended up costing them tens of thousands of dollars. Financial Advisor with Market Advisory Group, Danny Goolsby cautions against getting wrapped up in the popular hot stocks and talks about other avenues for investing.
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss volatility in the market and some of things you need to better understand to how it affects your retirement accounts. Bill Vawter of Market Medicare Advisors, goes over the various open enrollment periods for Medicare and Medicare Advantage that occur throughout the year. Joshua Cicora, CPA with Market Tax Services, talks about the some of the changes that came along with the recently passed relief legislation. Estate Planning attorney, Gerald Eidelman, goes over a recent conversation he had with a client and how they were not prepared for long-term care.
Matt Goolsby is joined in studio by Jonathon McCoy, Financial Advisor at Market Advisory Group, and remotely by Joshua Cicora, CPA at Market Tax Services. As a result of the elections, lots of changes loom on the horizon. Matt, Jonathon and Joshua look at potential changes coming to our tax rates and how that may already be affecting you and you don’t even know it. Gerald Eidelman of Eidelman Law Firm, looks at how some crucial elements of estate planning might also change and how you can be prepared. Bill Vawter of Market Medicare Advisors, goes over some of the challenges and benefits facing spouses when making your Medicare choice. Danny Goolsby talks with Matt about the national debt and modern monetary theory and how that is affecting us right and in the future.
Season 2, Episode 1 of Retire Hour. Matt Goolsby kicks off Season 2 with 2 financial advisors from Market Advisory Group, Danny Goolsby in studio and Jonathon McCoy from Kansas City. It’s the start of a new year and they go over some of the things you should be paying attention to. Gerald Eidelman of Eidelman Law Firm, looks at some of the main aspects of an estate plan and the key components you should not overlook. Joshua Cicora of Market Tax Services, stops by the studio to discuss some New Year’s Resolutions that you should be making for your tax plan. Jonathon McCoy of Market Advisory Group goes over some of the biggest concerns he’s hearing from his clients, and how you can address these items before they become an issue for you. Now that Open Enrollment is over, Bill Vawter of Market Medicare Advisors, talks about the best time to go over your Medicare options ensuring you don’t miss your window to enroll.
Episode 22 or Retire Hour. Larry Kloefkorn joins Matt Goolsby in the studio this week to talk about strategies to address the volatility in the market. Bill Vawter of Market Medicare Advisors talks about prescription drug plans and the importance of reviewing your coverage each year. Gerald Eidelman of Eidelman Law Firm, looks at some of the downfalls of probate. Joshua Cicora of Market Tax Services goes over some of the various retirement account you could have.
Episode 21 of Retire Hour. Jonathon McCoy, of Market Advisory Group, joins Matt Goolsby in the studio to discuss Roth IRAs and how it’s important to look into then before the end of the year. Joshua Cicora, of Market Tax Services, further discusses the benefits of Roth IRAs and how you can minimize the tax impact on these investments by planning ahead. Gerald Eidelman, Eidelman Law Firm, discusses trusts and some proper ways to use them to protect your estate. Bill Vawter, of Market Medicare Advisors, talks about the process of getting started on Medicare and some key points you don’t want to overlook.
Episode 20 of Retire Hour. Matt Goolsby is joined by Danny Goolsby, of Market Advisory Group, to discuss some of the fears and concerns about current events facing individuals that are planning for retirement. Gerald Eidelman, of Eidelman Law Firm, comes in to talk about rules surrounding Medicaid and the importance of planning for long-term care. Joshua Cicora, of Market Tax Services, looks at Roth conversions and how it affects your taxable income and social security benefits. Bill Vawter, of Market Medicare Advisors, goes over the importance of reviewing your Medicare coverage every year during Open Enrollment, and how you could be missing out on big savings while keeping your same coverage.
Episode 19 of Retire Hour. Larry Kloefkorn, of Market Advisory Group, joins Matt Goolsby in the studio to talk about tax concerns that were brought up in a recent client meeting and what tools are available to help reduce your tax burden. Medicare Open Enrollment is starting soon, and Bill Vawter, of Market Medicare Advisors, recommends taking a look at both Traditional Medicare and Medicare Advantage to see which would work best for you. Joshua Cicora, CPA with Market Tax Services, goes over some proactive advice to better control your tax picture going into and during retirement. Gerald Eidelman, of Eidelman Law Firm, talks about the importance of understanding how your property is titled and avoiding costly mistakes when making changes.
Episode 18 of Retire Hour. Jonathon McCoy, of Market Advisory Group, joins Matt Goolsby in the studio to talk about concerns he’s hearing from clients about how the election will affect their investments. Bill Vawter of Market Medicare Advisors goes over somethings you need know about Medicare supplemental policies for the upcoming Medicare Open Enrollment period. Gerald Eidelman, of Eidelman Law Firm, looks at the importance of planning for long term care. CPA Joshua Cicora, of Market Tax Services, discusses some of the eligible deductions for home based businesses.
Episode 17 of Retire Hour. Matt and Danny Goolsby, of Market Advisory Group, discuss a recent appointment where the prospective-client was ignoring some risks in his portfolio, and some of the changes Danny suggested to reduce his risk. Bill Vawter, of Market Medicare Advisors, talks about a meeting he had with a person that had just moved to town, and in reviewing their current insurance plans, he discovered he could save them $1,000 per month! Gerald Eidelman, of Eidelman Law Firm, looks at different ways to protect your heirs from being tangled up in a family feud. Joshua Cicora, CPA with Market Tax Services, looks at how you can tax plan now to be better setup for retirement.
Episode 16 of Retire Hour. Do you have anxiety about your retirement strategies? Larry Kloefkorn, an advisor at Market Advisory Group, joins Matt Goolsby to talk about how better transparency from your financial advisor can help quell those worries and give you more confidence about your retirement strategies. Medicare Open Enrollment is just around the corner, Bill Vawter, Medicare advisor at Market Medicare Advisors, talks about why you need to review your Medicare plan and supplements each and every year. Bill’s advice could save you thousands of dollars every year. Beyond trusts and wills, a proper estate plan needs to address who will take care of you, manage your affairs and guardianship. Gerald Eidelman, attorney at Eidelman Law Firm, tells a client story showing the importance of having a properly established estate plan and what can happen if you don’t. Joshua Cicora, CPA with Market Tax Services, goes over a deduction that you might not have been able to use the previous year or thought it was going away. This deduction could save you a lot of money when tax time comes around.
Episode 15 of Retire Hour. Are you experiencing some unexpected changes in your financial picture? You are not alone. Jonathon McCoy and Matt Goolsby of Market Advisory Group look at the situation of women that Jonathon recently met with, and how they helped her. She was facing unexpected retirement, four years before she had planned. Bill Vawter, of Market Medicare Advisors, comes in studio to talk about what you need to be focused on during the upcoming Medicare open enrollment period. Gerald Eidelman, of Eidelman Law Firm, looks at trusts at some of the different types of trusts and the reasons you may want a particular trust. Joshua Cicora, of Market Tax Services, goes over some of the best practices when it comes to records and how long to keep them.
Episode 14 of Retire Hour. How do you prepare to pay for long term care? Danny Goolsby joins Matt to talk about a couple that was facing that question, and what the team at Market Advisory Group did to help them answer that question. Are you in the giving mood? Joshua Cicora, CPA at Market Tax Services, reviews gift taxes and what types of gifts are taxable. Open Enrollment for Medicare is quickly approaching. Bill Vawter of Market Medicare Advisors tells Matt, who should be paying attention to Open Enrollment and what they should be paying attention to. Gerald Eidelman of Eidelman Law Firm joins the show to talk about his book, The Inheritance Trap, and some of the insights it provides.
Episode 13 of Retire Hour. Matt Goolsby hosts and the first guest is Larry Kloefkorn from Market Advisory Group. Larry and Matt talk about some recent meetings Larry has had with clients that have a pension plan with a former employer and how to handle them going forward. Bill Vawter, of Market Medicare Advisors, stops by to go over the pros and cons between traditional medicare and medicare advantage. Gerald Eidelman, of Eidelman Law Firm, talks about the advantages of setting up your business if you want to retire but still work or subcontract. Joshua Cicora, CPA at Market Tax Services, discusses charitable deductions, some of the limits that may affect you and some ways to maximize those deductions.
Episode 12 of Retire Hour. Matt Goolsby is joined in studio by Jonathon McCoy of Market Advisory Group. Matt and Jonathon discuss a bunch of little things that you need to pay attention to when planning for retirement. Bill Vawter of Market Medicare Advisors, talks with Matt about the confusing “alphabet soup” that is Medicare and all of its programs and supplements. Gerald Eidelman of Eidelman Law Firm, goes over how to plan your estate when you own a business, want to leave that business to your heirs and some pitfalls to avoid. Joshua Cicora of Market Tax Services, talks about a variety of deductions that may be available to you and some that you may be missing when filing your taxes.
Episode 11 of Retire Hour. Matt is in studio with Joshua Cicora, CPA with Market Tax Services, to discuss what medical expenses care be deducted. Medicare Advisor, Bill Vawter tells a story about a client who is eligible for Medicare, is continuing to work where she has group insurance available to her and what are some of the things she needed to consider when deciding how to proceed with her health insurance. Danny Goolsby, financial advisor with Market Advisory Group, talks about a meeting he had this past week with someone who was laid off at work and forced into retirement and how they works with a retirement account she had through her former employer. Estate Planning attorney, Gerald Eidelman goes over what happens when a spouse passes away and how make the best out of the income options you have available to you.
Episode 10 of Retire Hour. The entire is dedicated to Social Security. Matt is joined in studio by Jonathon McCoy, financial advisor at Market Advisory Group, to discuss what you need to know and consider when you are thinking about filing for Social Security. Bill Vawter from Market Medicare Advisors to talk about options available to you when filing for Medicare and Social Security. Market Tax Services CPA, Joshua Cicora, reviews how Social Security affects your taxes. Gerald Eidelman of Eidelman Law Firm, goes over what document you need to be able to act on someone’s behalf with the Social Security Administration.
Episode 9 of Retire Hour. Larry Kloefkorn joins Matt in the studio to talk about a pair of brothers that came into his office needs to help their mother with various issues and how his team was able to help them with each and every concern. Bill Vawter came in to talk about some of the costs that are associated with Medicare. Joshua Cicora, CPA with Market Tax Services, goes over some of the tax filing statuses available to you. Estate planning attorney Gerald Eidelman reviews special types of trusts that can help protect your assets in special circumstances.
Episode 8 of Retire Hour. Danny Goolsby joins Matt in studio this week. Danny discusses sequence of returns and how volatility in the stock market affects your portfolio. Estate Planning Attorney, Gerald Eidelman, talks about blended families and the different dynamics at play when it comes to estate planning. Bill Vawter goes over how prescription drugs are handled with Medicare and some of the costs you could be facing. CPA Joshua Cicora looks at the capital gains tax and how that can be used during tax planning.
Episode 7 of Retire Hour. Matt is joined in studio by Financial Advisor, Larry Kloefkorn, to talk about a couple that received an unexpected offer from their job, and needed help determining if it affected when they could retire. Attorney, Gerald Eidelman discusses a recent rash of troublesome estate planning documents that he’s seen in recent weeks and how you can avoid being taken advantage of. CPA, Joshua Cicora talks about a little known tool that can be helpful in reducing your taxes when giving to charities. Medicare Advisor, Bill Vawter goes over Medicare supplement plans and how your are almost certain to be overpaying.
Episode 6 of Retire Hour. Jonathon McCoy joined Matt in studio to tell the story of a couple he helped determine if they were ready to retire and how to be prepared for unexpected expenses along the way. Bill Vawter talks about Medicare, long-term care and how those two things really don’t go together. Joshua Cicora goes over how the tax deadlines have changed this year and some tips on how to avoid additional penalties. Gerald Eidelman discusses the best ways to stay out of probate and some of the reasons why you want to avoid probate.
Episode 5 of Retire Hour. This weeks Danny joins Matt to share a story from one of his clients that was unsure if they could retire. Joshua Cicora, of Market Tax Services, goes over some of the advantages of a ROTH IRA conversion. Medicare Advisor, Bill Vawter, talks about a couple that came to him for help after having made some bad Medicare choices. Estate Planning Attorney, Gerald Eidelman, discusses some of the pitfalls of depending on Medicaid for your long-term care needs. All that and more on this week’s episode of Retire Hour.
Episode 4 of Retire Hour. Matt Goolsby hosts the show and is joined by Medicare Advisor, Bill Vawter, to discuss how Medicare works with other types of health insurance. Joshua Cicora talks with Matt about the different types of retirement accounts you can have and the various rules that apply to each one. Gerald Eidelman tells Matt about several scenarios that he’s seen play out with his clients and the trusts they set up.
Episode 3 of Retire Hour. Today on the show Larry Kloefkorn & Matt Goolsby sit down to talk about some of the less obvious benefits of having a financial advisor. CPA Joshua Cicora joins the show to go over some of the different types of retirement accounts and how that impacts your taxes. Medicare Advisor Bill Vawter highlights some things you should consider even if you are already enrolled in Medicare. Attorney Gerald Eidelman looks at trusts and how that impacts your estate plan.
Episode 2 of Retire Hour. Today on the show Matt Goolsby & Jonathon McCoy discuss the importance of having a plan for your retirement and using it to guide your decisions when adapting to changes in your income or life situation. Joshua goes over the potential problems with having the incorrect amounts withheld from your paycheck. Bill talks about the potential pitfalls with not enrolling in Medicare in time. Gerald lays out the case for being prepared for sudden developments in your life and keeping your estate plan current after a life change.
Episode 1 of Retire Hour. Today on the show Danny & Matt Goolsby host a discussion about things to pay attention to during this challenging time. Joshua talks about changes to the tax picture with the CARES Act. Bill explains the different types of Medicare. Gerald goes over how to have your estate prepared for times like this.