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We're a retirement team that covers the main concerns of planning in one place: finances, taxes, estate planning, and healthcare. This place is Market Advisory Group (MAG).
Our groundbreaking MAG R.E.P.O.R.T. (Retirement Evaluation Process, Other Risks & Taxes) is designed to uncover pitfalls and challenges in your retirement plan, and address them with you.
In this episode, Matt Goolsby and team discuss disaster striking, last-minute estate planning, and retirement planning when you own a small business. #retirement #podcast #show #money #finance #stockmarket #taxes #estateplann...
In this episode, Matt Goolsby and team discuss how taxes could get worse as you age, IRMAA, and mid-year tax withholdings. #retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare B...
In this episode, Matt Goolsby and team talk about long-term health risks, a 94-year old woman and her daughter, as well as estate planning from the ICU. #retirement #podcast #show #money #finance #stockmarket #taxes #estatepl...
In this episode, Matt Goolsby and team discuss a sad widow story, TrOOP, and why you can't send checks into the IRS anymore. #retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare...
In this episode, Joshua Cicora and team discuss Social Security, losing a spouse, and Tax Form 5498 that you might have gotten in the mail recently. #retirement #podcast #show #money #finance #stockmarket #taxes #estateplanni...
Financial Advisor Jonathon McCoy and team discuss a client's To-Do List. Eye On Retirement is focused on touching all the different aspects of retirement which includes financial planning, Medicare, estate planning, and taxes...
In this episode, Matt Goolsby and team discuss forgotten risks, Cancer diagnoses, and the Big Beautiful Bill in Congress. #retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #t...
In this episode, Matt Goolsby and team talk about special opportunities for those on Medicare before age 65, retiring when you own your business, and the proverbial Rich Uncle. #retirement #podcast #show #money #finance #stoc...
In this episode, Matt Goolsby and team discuss rising prices, 401K beneficiaries, and retirees worried about running out of money. #retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #heal...
In this episode, Matt Goolsby and team talk about market volatility, home office tax deductions, and protecting assets when your spouse needs nursing home care. #retirement #podcast #show #money #finance #stockmarket #taxes #...
