A recent news report showed the U.S. could be defaulting on debt. Our financial advising panel discusses this and planning your life for a potential loss of a spouse. We'll also talk about cancer policy in our Medicare segmen...
Because your future matters, it's time to start thinking about legacy planning. In this episode, hear about personal stories from people making retirement decisions that impact finances, healthcare, taxes, and the uncertainty...
This week, our advisor panel talks about retirement pitfalls and how working with a team can help your plan last. We discuss market volatility in our Client Corner segment, dental work in our Medicare segment, deed details wi...
Advisors Matt Goolsby, Danny Goolsby, Julie Newton, and Larry Kloefkorn are here to keep you informed. On this episode, learn about retirement during a recession, tax planning vs tax preparation, and client stories regarding ...
In this episode of Retire Hour, the Market Advisory Group panel discusses the rampant bank failures we've seen in recent weeks. We also sit down with our Medicare expert about IRMA affecting your taxes, how a lottery winner b...
In today's episode, we talk about Market Instability leading to pitfalls, knowing what you're paying Advisors for, and diversifying your portfolio. Then, our CPA shows how fast a fear-based decision can lead to a $35,000 Tax ...
In today's episode, we unpack a client corner story that tracks the lives of two sisters and their investment decisions, a key segment you'll definitely want to watch. Then, our Retirement experts talk about the "red zone," c...
Guest host Rick Everett sits down with Trey Basa to make medicare simple and easy, Devin Seward for avoiding probate when it comes to estate planning, and Joshua Cicora to discuss the changes to tax law over time. Intro: 0:00...
On this week's episode, the Retire Hour team discusses managing CDs (certificate of deposit), how much you really need to retire, houses as part of a trust, complications with changing your legal name, mistakes people make wi...
What are the next steps in retirement when a loved one passes away? Join the Retire Hour team as they discuss that crucial time period, weighing Medicare decisions, gifting vs not gifting assets to children, and a special Cli...
Intro: 0:00 Financial Advisors: Large Losses Early In Retirement - 0:21 Financial Advisors: Plot Your Course Ahead 'Cause The Runway Behind You Does You No Good - 9:05 Client Corner: You Don't Plan To Fail, You Fail To Plan -...
The Retire Hour team discusses common roadblocks people face while heading into retirement, questions about house payments, and the difference between tax preparation and tax advising. Got retirement questions for our hosts? ...
The Retire Hour team debates choosing lump sum or monthly payment for pensions, retirement for divorcees, and dives deep into medicare questions and taxes. Intro: 0:00 Financial Advisors: Can't See the Forest Through the Fees...
In this episode, the team breaks down tax options, nest eggs, and portfolio losses before diving into Social Security options. On today’s client corner, hear the story of Marie and how having an advisor who listens made all t...
Episode 1 of Season 6 of Retire Hour. Matt Goolsby is joined in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita and Jonathon McCoy remotely in Kansas City. They discuss how an integrated team can better help you ...
Episode 14 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita and Julie Newton remotely in Kansas City. They discuss tax withholding income planning. Next, Matt...
Episode 13 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Danny Goolsby and Larry Kloefkorn remotely in Wichita. They discuss the Secure Act 2.0 and how it affects you and your retirement. Next, Matt is join...
Episode 12 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Julie Newton remotely in Kansas City. They discuss the volatile stock market and different alt...
Episode 11 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss rising interest rates that could be costi...
Larry Kloefkorn is joined by financial advisor Danny Goolsby as well as Jonathon McCoy from Market Advisory Group Kansas City where they talk about what an unhealthy relationship with your financial advisor might look like be...
Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby as well as Jonathon McCoy from Market Advisory Group Kansas City where they talk about Phantom Incomes that you may not recognize. Matt is then jo...
Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby as well as Jonathon McCoy from Market Advisory Group Kansas City where they cover the recent state elections and the Consumer Price Index. Matt is...
Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby as well as Jonathon McCoy from Market Advisory Group Kansas City where they answer a frequently asked question "Should I just be in cash?". Matt i...
