Complete Retirement Education. Every week.

Episode Archive

May 18, 2024

Bankruptcy's Effect On Retirement, When To Quit Working, & The Tax Cuts And Jobs Act

What's going on with the Tax Cuts and Jobs Act? How should you handle cutting back hours at work vs quitting when at retirement age? What's the impact of bankruptcy on retirement? Retire Hour answers all this and more. #mone…
May 11, 2024

Our Retirement Tier System, Passing Down 401Ks, And Power Of Attorney

We introduce you to our revolutionary tier system, a listener's question on passing down their 401k to their daughter, and the importance of "power" of attorney in estate planning. #money #financialhelp #daveramsey #retireme…
May 4, 2024

Starting Your Retirement Plan, Generational Problems, And Well-Spouses

The Retire Hour crew discusses generational problems, "Day One vs. One Day" of retirement planning, tri-care, well-spouses, and Biden's potential tax limit changes. #money #financialhelp #daveramsey #retirement #recession #t…
April 20, 2024

Determining Retirement Eligibility, Tax Season Recap, and Mandatory 401k Withdrawals

On this episode of Retire Hour, we answer a listener's question about mandatory 401k withdrawals, the 4% rule of retirement, and being "lost in the forest." We'll also speak with our medicare advisor for procedure denials an…
April 13, 2024

Alfred E Neuman On Retirement, What To Do With IRAs, And Medicaid Help

Retire Hour goes mad magazine in this episode where we discuss Alfred E Neuman's thoughts on the retirement landscape, a listener question about restarting IRAs, plus tips on medicare, medicaid, and tax miracles. #money #fin…
April 6, 2024

Money Vs. Time In Retirement, Social Security for Widowers, and Kevin's Tax Story

In retirement planning, advisors like us can help increase your money, but we cannot add more time. We'll talk about that dynamic in this episode. Our client question segment comes to us from a widower needing to know if the…
March 30, 2024

Your Financial Fingerprint Matters (Plus Tax Concerns!)

Our financial advisors will discuss putting off retirement, a client question about financial fingerprints, plus medicare, estate law, and tax concerns with April 15th rapidly approaching. Intro: 0:00 Financial Advisors: Cla…
March 23, 2024

Is There Ever A Good Time To Sell, Ad-Hoc Management, and Tax Hits From CDs

If you are retiring soon and your company has no Human Resources to guide you, or your estate planning is getting complicated with your business partnership, we dive deep on these issues this week along with tax hits from CD…
March 16, 2024

Ex-Spouse's Social Security, HSAs, And The IRS Is Coming For You

SS, HSAs, and IRS. It's the week of acronyms. Watch as we break them down for you. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advis…
March 15, 2024

Retire Hour Is LIVE At The Wichita Home Show

Retire Hour answers your questions live at the Home Show in Wichita, KS #money #financialhelp #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: Financial Question…
March 9, 2024

Divorce, In-Laws, & Tax Planning: How They Impact Retirement

Life is messy, and big events can have big consequences. Let's talk about it right here on Retire Hour. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro:…
March 2, 2024

High Fees, the 65th Birthday Checklist, and Tax Liabilities

Financial advisor Danny Goolsby brings a toilet to the show to tell you what he thinks of high fees, tax brackets and liabilities get discussed ahead of April 15th, and we answer a listener's question about turning 65. #mone…
Feb. 24, 2024

Retirement By TEAM (& How You Can Do It, Too!)

Learn how to go with a team-based retirement approach with our team of professionals. This week, social security concerns, bonds vs stocks, marriage in estate planning, and CD interests. #money #financialhelp #daveramsey #re…
Feb. 10, 2024

New Social Security Tax Laws, Medicare A & B, & Honoring A Retire Hour Fan

This week's episode features investment strategies, a tribute to a special listener of our show, Medicare assistance, and state laws in Missouri changing for Social Security. #money #financialhelp #daveramsey #retirement #re…
Feb. 3, 2024

Roth Conversions, Financial Advisor Duties, And Avoiding Tax Mines

Tax season can bring devastating problems to your portfolio and plans if not done properly. This episode shows you how Market Advisory Group brings finances and taxes together in harmony, plus updates in healthcare and estat…
Jan. 27, 2024

How To Phase Into Retirement, HSAs, and Long-Term Care Plans

This episode of Retire Hour covers how you should rewire your thinking on retirement, and how you should phase into it when you're ready. We'll also talk with our medicare, estate planning, and tax CPA for your educational b…
Jan. 20, 2024

CDs and Tax Consequences, Healthcare Questions, and the "Escaped Prisoner" Analogy

Retire Hour is back with the team approach to retirement, helping you navigate important issues like tax and health concerns, and going over what you'll need to know in 2024. #money #financialhelp #daveramsey #retirement #re…
Jan. 13, 2024

Are you really ready for retirement, who your money works for, and what is I.R.M.A.A.?

Who is working for who when it comes to your money? Are you even ready for retirement in the first place? The Retire Hour team is back for season 7 in 2024 ready to give you actionable and helpful information for you to reti…