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Recent Episodes

July 1, 2024

Capital Gain With A Capital Tax

Eye On Retirement is a show that focuses on retirement planning. In this episode, Danny Goolsby leads his team to find the perfect recipe for retirement. Visit EyeOnRetirement.com to learn more...

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June 24, 2024

Can Your Retirement Handle The Pressure-Cooker?

Eye On Retirement is a show that focuses on retirement planning. In this episode, Danny Goolsby leads his team to find the perfect recipe for retirement. Visit EyeOnRetirement.com to learn more...

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May 26, 2024

Unsheltered Retirement Accounts

Eye On Retirement is a show that focuses on retirement planning. In this episode, Jonathon McCoy leads his team through a client's unsheltered accounts. Visit EyeOnRetirement.com to learn more...

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May 18, 2024

Young-Pensioner Problems

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Larry Kloefkorn from Market Advisory Group, Lead CPA Joshua Cicora from Market Tax Services, Health Insurance Advisor Trey Basa from Market Medicare Advisors, and Estate Planning Paralegal from Eidelman Law Firm to…

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May 11, 2024

Regrets In Retirement

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, Health Insurance Advisor Mark Benefiel from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman from Eidelman Law Firm…

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April 20, 2024

Retirement Side Hustle

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, Health Insurance Advisor Mark Benefiel from Market Medicare Advisors, and Estate Planning Attorney Doug Tschauder from Eidelman Law…

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April 13, 2024

If You Could Go Back In Time, What Would You Change?

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, Health Insurance Advisor Trey Basa from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman from Eidelman Law Firm…

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March 30, 2024

Set It And Forget It?

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Julie Newton from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Health Insurance Advisor Cory Hiebert from Market Medicare Advisors, and Estate Planning Attorney Doug Tschauder from Eidelman Law Firm…

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March 23, 2024

Fractured Retirement

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, Health Insurance Advisor Mark Benefiel from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman from Eidelman Law Firm…

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March 16, 2024

What's The Deal With Tax Bombs?

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, Health Insurance Advisor Trey Basa from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman from Eidelman Law Firm…

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March 2, 2024

Blended Family Not Blended Assets

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, Health Insurance Advisor Mark Benefiel from Market Medicare Advisors, and Estate Planning Attorney Nick Jenkins from Eidelman Law…

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Feb. 24, 2024

Going Down The Mountain

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, Health Insurance Advisor Cory Hiebert from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman from Eidelman Law Firm…

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Feb. 19, 2024

Income Limits

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, Health Insurance Advisor Trey Basa from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman from Eidelman Law Firm…

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Feb. 3, 2024

Married Late In Life: What Do I Do?

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, Health Insurance Advisor Mark Benefiel from Market Medicare Advisors, and Estate Planning Attorney Nick Jenkins discuss a client's…

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Jan. 27, 2024

You Can't Guess On Your Taxes

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, Health Insurance Advisor Trey Basa from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman discuss two client stories…

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Jan. 20, 2024

The Final Approach To 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, CPA Joshua Cicora from Market Tax Services, Health Insurance Advisor Mark Benefiel from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman as talk about approaching…

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Jan. 13, 2024

The Haves And The Have-Nots

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, Health Insurance Advisor Cory Hiebert from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman as they question the…

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Dec. 23, 2023

Holiday Special

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, Health Insurance Advisor Mark Benefiel from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman as they celebrate the…

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Dec. 16, 2023

A Sandwiched Generation

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, Health Insurance Advisor Trey Basa from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to introduce a new…

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Nov. 11, 2023

Social Security Nuances

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, Health Insurance Advisor Mark Benefiel from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk about some…

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Nov. 4, 2023

Do You Know What You're Paying?

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, Taylor Bevan from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss asking questions of your…

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Oct. 28, 2023

When Things Don't Go As Planned

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, Taylor Bevan from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk about how everything can…

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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 Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk about a client that…

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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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk about a tricky tax…

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