Pension Buyouts

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 operating under the Fiduciary Standard and answer a listeners question concerning pension buyouts. Then in the “Find the Fees” segment they examine annuities and the potential fees they could be hiding. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the steps needed to take as open enrollment approaches. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listers question concerning assets within a blended family. Lastly, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to answer a listeners question about the tax implication on their recent casino winnings.