Call 833-MAG-REPORT to meet with our team!

Episodes

Oct. 14, 2023

Surprise Redundancy

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Jonathon McCoy from Market Advisory Group, Tax Advisor Susan Curtis from Market Tax Services, Cory Hiebert from Mark...
Oct. 7, 2023

Mitigate The Tax Situation

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Julie Newton from Market Advisory Group, Tax Advisor Susan Curtis from Market Tax Services, Cory Hiebert from Market...
Sept. 30, 2023

Informed Decisions

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Larry Kloefkorn from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Mark Benefiel from Market Me...
Sept. 23, 2023

Leaving Your House To Charity

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, Tax Advisor Tiffany Rayer from Market Tax Services, Cory Hiebert from Marke...
Sept. 16, 2023

What Could Possibly Go Wrong?

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Danny Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Trey Basa from Market Medicare...
Sept. 9, 2023

Unexpected Diagnosis

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Mark Benefiel from Market Medic...
Aug. 26, 2023

When Social Security Overpays You

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Cory Hiebert from Market Medica...
Aug. 19, 2023

Fiduciary Standard

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Larry Kloefkorn from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Trey Basa from Market Medica...
Aug. 12, 2023

Veterans' Benefits

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Danny Goolsby from Market Advisory Group, and Health Insurance Advisor Mark Benefiel from Market Medicare Advisors, ...
July 29, 2023

CDs and Taxes: What You Need To Know

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, Tax Advisor Joshua Cicora from Market Tax Services, and Health Insurance Ad...
July 27, 2023

Two Weeks Notice

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Danny Goolsby from Market Advisory Group, Tax Advisor Joshua Cicora from Market Tax Services, and Health Insurance A...
July 15, 2023

Rapidly Approaching Retirement

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Larry Kloefkorn from Market Advisory Group, Tax Advisor Joshua Cicora from Market Tax Services, and Health Insurance...
June 24, 2023

The Tough Conversations

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, Tax Advisor Joshua Cicora from Market Tax Services, and Health Insurance Ad...
June 17, 2023

In Service Distributions

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Julie Newton from Market Advisory Group, Tax Advisor Tiffany Rayer from Market Tax Services, and Health Insurance Ad...
June 10, 2023

With Medicaid, Should We Get Divorced?

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Danny Goolsby from Market Advisory Group, Tax Advisor Tiffany Rayer from Market Tax Services, and Health Insurance A...
June 3, 2023

No Substitute For Being There

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Larry Kloefkorn from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, and Health Insurance Advisor...
May 27, 2023

We Answer Your Questions

In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, Tax Advisor Tiffany Rayer from Market Tax Services, and Health Insurance Advisor Trey Basa from M...
May 13, 2023

Legacy Planning With No Legacy

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, Tax Advisor Joshua Cicora from Market Tax Services, and Health Insurance Ad...
April 29, 2023

What The Heck Is IRMA?

In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Danny Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, and Health Insurance Advisor Cory Hiebert from Marke...
April 22, 2023

Unmarried Partners In Retirement

In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Julie Newton from Market Advisory Group, CPA Pat Dougherty from Market Tax Services, and Health Insurance Advisor Trey Basa from Market Me...
April 15, 2023

Medicare Is Ever-Evolving

In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Jonathon McCoy from Market Advisory Group, CPA Pat Dougherty from Market Tax Services, and Health Insurance Advisor Cory Siebert from Mark...
April 8, 2023

Estate Planning With Blended Families

In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Jonathon McCoy from Market Advisory Group, CPA Pat Dougherty from Market Tax Services, and Health Insurance Advisor Trey Basa from Market ...
April 1, 2023

Inherited IRAs And Tax Hits

In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Julie Newton from Market Advisory Group, CPA Pat Dougherty from Market Tax Services, and Health Insurance Advisor Cory Siebert from Market...
March 18, 2023

Uncle Sam Wants His Cut

In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Larry Kloefkorn from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, and Medicare Advisor Bill Vawter from Market Medic...