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Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, and Jonathon McCoy remotely in Kansas City. They discuss the importance of communication between you and your significant other when planning for retirement and unexpected expenses that could show up in retirement. Then in the “find the fees” segment they compare and contrast how they handle money and how it differs from other investing tools. Matt is then joined by Bill Vawter, of Market Medicare Advisors to differentiate the differences between Medical Supplements and the best course of action when choosing one. Matt is joined by estate planning attorney Gerald Eidelman to talk through Medicaid and the rules that come with it. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about ROTH conversions and if it could be beneficial for you when taxes potentially go up.
