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Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss 3 major factors to consider when planning for retirement, when you want to retire, how you want to live in retirement, and your health in retirement. Additionally they examine why many people they meet with are reluctant to discuss their retirement situation right away. Then in the “Find the Fees” they talk through buying stocks. Matt is then joined by estate planning attorney Gerald Eidelman to establish the steps that need to be taken in the estate planning process. Next, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to chat about the importance of working with both a financial advisor and estate planning attorney when tax planning. Lastly, Matt is joined by Bill Vawter, of Market Medicare Advisors to answer a question from a listener about maxing out medicare benefits.
