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Episode Archive

Feb. 17, 2024

TAX TAKEOVER! IRA's, Social Security, and More

This week's episode features Joshua Cicora, Lead CPA of Market Tax Services as he talks with advisors about investment strategies with tax concerns, IRMAA, Inheritance, and Phantom Income. #money #financialhelp #daveramsey #…
Oct. 7, 2022

Inheriting Retirement Plans

Matt Goolsby is joined by financial advisor Larry Kloefkorn from Market Advisory Group.They discuss pension plans and inheriting retirement plans. Matt is then joined by Bill Vawter of Market Medicare Advisors to express con…
Sept. 29, 2022

Losing a Spouse Early in Retirement

Matt Goolsby is joined by two financial advisors from Market Advisory Group, Danny Goolsby in the booth and Larry Kloefkorn in our remote studio. They discuss stagflation and address losing a spouse in the early stages of re…
Sept. 24, 2022

How the Markets Can Affect Your Retirement

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Larry Kloefkorn and Danny Goolsby remotely in Wichita. They discuss market concerns and answer a 3 part listener question regarding wi…
June 17, 2022

Staying on your Group Plan

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss forgotten 401k’s and an…
June 10, 2022

Retiring Among Market Corrections

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 market volatility in yo…
May 28, 2022

Being Conscious of the Markets

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They discuss some things to be conscious about in the …
May 27, 2022

Being Conscious of the Markets

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They discuss some things to be conscious about in the …
May 20, 2022

Rethinking Your Retirement

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the continual effects o…
May 13, 2022

Postponing Medicare

Episode 19 or Season 4 of Retire Hour. 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 Cit…
April 29, 2022

Tax Withholdings

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss market volatility and s…
April 22, 2022

The 4% Rule

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Jonathon McCoy and Danny Goolsby remotely. They discuss the 4% rule and going into retirement without knowing how much it will cost yo…
April 15, 2022

How Much Money Do You Need to Retire?

Episode 16 of Season 4 of Retire Hour. 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 Cit…
April 8, 2022

Secure Act 2.0

Matt Goolsby is joined in studio by lead CPA of Market Tax Services Joshua Cicora and two financial advisors from Market Advisory Group, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They t…
April 1, 2022

Is a Recession Inevitable?

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They discuss recent stock fluctuation and Biden’s rece…
March 25, 2022

What is a 529 Plan?

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 inflation concerns and …
March 18, 2022

Medicare Differences

Rick Everett is joined by two financial advisors from Market Advisory Group, in studio by Larry Kloefkorn and Danny Goolsby remotely in Wichita. They discuss soaring inflation and making sure your advisor is ready as the mar…
March 12, 2022

New Inflation Numbers

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss new inflation numbers and talk through a recent meeting they had widowed woma…
March 5, 2022

Retirement Risks

They discuss the potential retirement risks that could come about from volatility and inflation in the market, and answer a listeners question regarding when to start collecting social security.
Feb. 26, 2022

Market Corrections & Downturns

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 talk through how corrections an…
Feb. 19, 2022

Taxes & Investments

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the role taxes play whe…
Feb. 12, 2022

Estate Tax Exemption

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 talk through an estimated amoun…
Feb. 5, 2022

Medicare Advantage Pros & Cons

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the part of retirement …
Jan. 29, 2022

The Risk of Target Funds

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the risk of target fund…