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Season 3

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 M…
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 Mar…
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 Marke…
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 Medi…
March 11, 2023

What Happens With Divorce?

In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, and Medicare Advisor Bill Vawter from Market Medicar…
March 4, 2023

Friend or Advisor

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 Medi…
Feb. 25, 2023

Risks of Single-Payout Pensions

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 Medicare Advisor Cory Hiebert from Market Medica…
Feb. 18, 2023

Does Medicare Always Assess Penalties?

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 Medicare Advisor Cory Hiebert from Market Medica…
Feb. 11, 2023

Protecting The Family Estate

In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Johnathon McCoy from Market Advisory Group, CPA Pat Dougherty from Market Tax Services, and Medicare Advisor Trey Basa from Market Medica…
Feb. 4, 2023

Can't Keep Up With Tax Code?

In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Johnathon McCoy from Market Advisory Group, CPA Pat Dougherty from Market Tax Services, and Medicare Advisor Trey Basa from Market Medica…
Jan. 31, 2023

How Do Market Fluctuations Affect Your Stock Portfolio?

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