Financial Advisor Jonathon McCoy speaks on getting your finances in order going into the New Year. Ask Our Advisor is a weekly segment that airs on KCTV5 and KSHB in Kansas City.
In this episode of What Are... Joshua Cicora explains Required Minimum Distributions. What Are... is a new series of videos where a retirement advisor defines a concept that might confuse retirees. Subscribe for more content like this. Comment below if you still have questions or if you have suggestions for…
In this episode of Eye On Retirement, Financial Advisor Matt Goolsby is joined by CPA Joshua Cicora from Market Tax Services, Health Insurance Advisor Cory Hiebert from Market Medicare Advisors, and Estate Planning Attorney Alex Robinson from Eidelman Law Firm to discuss how plans can get upended by big life…
The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby and team celebrate the holidays with a tale of two sisters, tax ramifications…
This channel is changing in 2025. We hope you'll be along for the ride.
The Eye on Retirement team has a tax takeover as Joshua Cicora hosts this panel of advisors to discuss the three types of monies: Taxable, Partially-Taxable, and Tax-Free.
The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby and team talk about taxes on RMDs, Open Enrollment mistakes, and our broken…
The Eye On Retirement crew talks about POAs, Healthcare, and tax bombs on vacation homes.
The Eye On Retirement crew discusses T.E.A.M and how it helped a couple who had healthcare worries.
The Eye On Retirement crew discusses the chances a retiree will run out of money and all the factors that make it more likely from Long-Term Care to taxes going up to rampant inflation.
The Eye On Retirement crew discusses "Todd & Terri" and their family estate asset concerns. We follow up this episode with what they should do and a tax segment at our Money Monitor you can learn from.
The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. It's a SPOOKY episode as the team discusses retirement horror stories. #retirement #podcast #show #money #finance
In this episode of Eye On Retirement, the team at Market Advisory Group shares the story of Jack & Sharon, who met with MAG with a litany of problems. Their estate plan was ill-prepared, they didn't know the Medicare impact they were dealing with, and their financial advisor wasn't able…
Market Advisory Group's team of financial advisors and retirement planners met with Dave, whose employer caused trouble for his retirement plans. We worked with him to alter those plans. Does this sound like something you've one with? Is your 401k or retirement account being changed in some way? At the…
Eye On Retirement's panel of financial advisors Rick Everett & Larry Kloefkorn are joined by CPA Joshua Cicora and healthcare advisor Cory Hiebert for Dan's story of retirement planning with social security and roth conversion concerns. We'll talk about what to do with pensions, IRA decisions, 401k choices, and how…
What should you do with your inheritance? Are there tax consequences of inheritances? These questions and more cause difficulty both for those trying estate planning for their heirs. The retirement team of Market Advisory Group brings you the story of Deborah, who needed planning help for her inheritance and her…
The financial advisor team at Eye On Retirement is joined by a CPA, an estate planning paralegal, and a healthcare advisor to showcase how costs in retirement add up. Using wooden pieces as a metaphor, learn how your retirement costs are likely to skyrocket without you knowing it. Call 833-MAG-REPORT…
We met a with a couple, "Lou & Barb," who were afraid their DIY-style investment strategy would not leave them with enough money for retirement. After speaking with the Market Advisory Group team, this episode will show you how working with a team approach may give you confidence. Learn more…
Market Advisory Group's retirement planning team of financial advisors, estate planners, tax professionals, and healthcare advisors talk about a client, Oscar, who planned to retire soon and uncovered some serious tax issues with his income. #money #daveramsey #financialfreedom #finance #finances #education #advice #retirement #retirementplanning #market #stockmarket #marketadvisorygroup #wichita #kansas #missouri…
The financial advisors and retirement professionals of Market Advisory Group bring you Eye On Retirement; addressing your retirement planning concerns and giving financial tips to help you succeed and gain retirement knowledge. #retirement #retirementplanning #eyeonretirement #daveramsey #moneyguys #money #finances #financialadvisor #estateplanning #attorney #tax #Taxes #taxfreeretirement #wichita #kansas #kansascity #missouri #advice…
The financial advisors and retirement professionals of Market Advisory Group bring you Eye On Retirement; addressing your retirement planning concerns and giving financial tips to help you succeed and gain retirement knowledge. #retirement #retirementplanning #eyeonretirement #daveramsey #moneyguys #money #finances #financialadvisor #estateplanning #attorney #tax #Taxes #taxfreeretirement #wichita #kansas #kansascity #missouri #advice…
Mary, a veteran and retirement planner, came to Market Advisory Group with problems regarding an heir on her estate overspending, plus we dealt with tri-care for life and other Medicare concerns. In this video, and the others on our channel, you can learn retirement planning solutions and how to start…
In this episode of Eye On Retirement, the Market Advisory Group panel tells the story of a client named "Beth," whose estate auction was full of problems. Her late husband had a high amount of valuable art. Taxes, trusts, and Medicare were all effected by this. Beth also asked our…
Eye On Retirement is a show that focuses on retirement planning. In this episode, Matt Goolsby leads his team to talk about taxes going up in the future. Visit EyeOnRetirement.com to learn more...