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Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Jonathon McCoy remotely in Kansas City. They discuss the risk of advisors tweaking portfolios and the value of meeting with an advisor, attorney, and CPA all at the same time. Additionally they talk through age market volatility when it comes to saving for retirement. Next, Matt is then joined by by Bill Vawter, of Market Medicare Advisors to examine Medicare basics and the different parts of Medicare, A, B, C, & D. Next, Matt is joined by estate planning attorney Gerald Eidelman to cover common estate planning mistakes people make. Finally Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to discuss the best time to start planning for your taxes.
