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Recent Episodes

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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss a couple who came into…

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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 Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss how charitable contributions can…

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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 Advisors, and Estate Planning Attorney Gerald Eidelman to talk through several catastrophic scenarios. Eye…

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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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk about surprise illnesses. Eye On…

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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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss working while in retirement. Eye…

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Aug. 19, 2023

Fiduciary Standards

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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk about the Fiduciary Standard. Eye…

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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, Paralegal Jenah Moody from Eidelman Law Firm and Estate Planning Attorney Gerald Eidelman to talk about…

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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 Advisor Trey Basa from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss…

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July 22, 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 Advisor Trey Basa from Market Medicare Advisors, and Estate Planning Attorney Devin Seward to discuss…

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July 21, 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 Advisor Trey Basa from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk…

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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 Advisor Trey Basa from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk…

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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 Advisor Cory Hiebert from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk…

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June 17, 2023

EOR S03E18 ICT

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 Advisor Trey Basa from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk…

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June 10, 2023

EOR S03E17 ICT

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 Advisor Cory Hiebert from Market Medicare Advisors, and Estate Planning Attorney Devin Seward to talk…

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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 Cory Hiebert from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss the…

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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 Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to take questions from viewers…

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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 Siebert from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk about just what IRMA…

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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 Medicare Advisors, and Estate Planning Attorney Devin Seward to talk about how unmarried partners…

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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 Market Medicare Advisors, and Estate Planning Attorney Devin Seward to discuss how having a blended…

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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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss how having a blended…

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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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss inheriting IRAs from your…

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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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss tax implications in retirement planning.…

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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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss what happens when an unexpected…

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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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss this conundrum: Your financial advisor…

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