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Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They discuss the importance and benefits of working with a financial and tax advisor under the same roof. Additionally they examine the future of social security and what social security checks will potentially look like next year. Then in the “Find the Fees” segment they tackle the subject of target date funds. Matt is then joined by Bill Vawter, of Market Medicare Advisors talk through prescription drugs in relation to a Medicare Advantage Plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding the process of donating assets to charity after passing away. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the cons of exclusively using tax software to file your taxes.
