Episode 8 of Season 3 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the recent 3.5 Trillion dollar spending bill moving forward and answer a listeners question concerning indexed annuities. Then in the “Find the Fees’ segment they examine and debunk some hidden fees involved in phantom income tax. Next Matt talks one on one with financial advisor Jonathon McCoy about a client a client go his who is retiring and manages a shipping company. Matt is then joined by estate planning attorney Gerald Eidelman to answer a listeners question pertaining a will between two sisters. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about social security tax.
Intro: 0:00
Financial Advisors: 3.5 Trillion Spending Bill - 0:20
Financial Advisors: Listener Question - Indexed Annuity - 9:44
Financial Advisors: Phantom Income Tax (Find the Fees) - 16:11
Financial Advisor: Future Retirement Planning - 22:33
Estate Planning Attorney: Listener Question - Split Will - 31:09
CPA: Social Security Taxes - 38:28
Credits: 45:12
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Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
