Got a retirement question? Fill out this form to have your question appear on our show!
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Larry Kloefkorn and Danny Goolsby remotely. They discuss service distributions when approaching retirement and their book “The Investor Catch” which is available on Amazon. Then in the new weekly segment “Find the Fees” they talk through Variable Annuities and their fees, which include, M&E fees, subaccount/investment fees, and rider fees. Matt is then joined by Bill Vawter, of Market Medicare Advisors to compare and contrast the two versions of Medicare and what people should consider when choosing one or the other. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through the process of a will when children and a non-married couple is involved. Finally Matt is joined by lead CPA of Market Tax Services, Joshua Cicora chat about the importance of getting advise from both a CPA and financial Advisor., which is something Market Advisory Group offers.
