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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 is then joined by Bill Vawter of Market Medicare Advisors who brings up an interesting dilemma with a couple who cannot decide if they should increase their long-term care premiums, or chose to keep the same price for premiums, but cut benefits. Next, Matt is joined by Gerald Eidelman with Eidelman Law Firm to tackle the title of our episode "Non-Titled Assets" and how to handle them. Lastly, Matt and lead CPA Joshua Cicora go in to detail about Roth conversions and making sure your mixed investments aren't losing you money on your tax returns.
