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Latest Episodes

Sept. 30, 2023

Will The Government Shutdown Affect You? (Will you have F.O.M.O.?)

On this episode, we'll talk about the latest updates from the U.S. Government as it impacts retirement planning, as well as discuss relevant client stories and if you should do anything different with your retirement plan, what happens if you get audited, and things to avoid to save best. Intro:…

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Sept. 30, 2023

What's the importance of planning for retirement? #financialadvice

Financial Advisor Jonathon McCoy discusses the positive impact of good planning.

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Sept. 30, 2023

Taxes On Your Retirement #retirementplanning #taxes

Advisor Rick Everett discusses moving up into a new tax bracket and why you need a tax planner working with your financial advisor.

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Sept. 29, 2023

How much does it cost to move my retirement accounts? #podcast #retirement

What's a fiduciary? Does it cost a huge fee just to move my retirement accounts to a new place?

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Sept. 29, 2023

Don’t Overlook Tax Consequences #podcast #retirement #retirementplanning

Are tax consequences lurking in your retirement? Use RetirementTax.com to find out in 30 seconds or less.

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Sept. 29, 2023

1.2 MILLION tax payment?? #taxes #retirement #podcast

CPA Joshua Cicora and Matt talk about a story where a financial advisor recommended an IRA move that cost the client $1.2 million in taxes. Is your advisor working with a tax planner? Market Advisory Group does all that in one place.

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Sept. 28, 2023

No Long Term Care Policy? #Medicaid #healthcare #podcast #retirement

Gerald and Matt discuss a client who did not have a Long Term Care policy and the potential fallout.

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Sept. 28, 2023

Going from $0 to $25 co-pay?? #Medicare #Retirement #podcast

Cory Hiebert from our Medicare team talks about the importance of signing up for an open enrollment review, as your Medicare plan could be changing in 2024.

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Sept. 23, 2023

HIDDEN FEES, Taxes, Plus Fred & Wilma's Big Problem...

This episode of Retire Hour is all about helping you find hidden fees when it comes to taxes on your retirement account, and understanding the benefits of good estate planning attorneys, medicare open enrollment assistance, and avoiding high taxes. Intro: 0:00 Financial Advisors:Tossed To And Fro - 0:21 Financial Advisors:…

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Sept. 16, 2023

Inflation Is a Challenge - Plus Tax Torpedoes, Medicare, Tax, and Estate Help

Intro: 0:00 Financial Advisors: Inflation Insurgency - 0:21 Financial Advisors: Social Security Tax Torpedo - 7:43 Client Corner: Cause More Problems Than They Solve - 16:42 Medicare Advisor: Reset The Clock - 24:04 Eidelman Law Advisor: "Is A Will Needed If I Have A Trust?" - 32:39 CPA: Secret Option…

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Sept. 9, 2023

401K Pros & Cons, the Sound of "Tax-Free," and Taking Medicare at Age 65

What is normal when it comes to financial advising? Do I need to move my 401K when I leave work? What are the pros & cons? Do I have to take Medicare at age 65? Intro: 0:00 Financial Advisors: What Is Normal? - 0:21 Financial Advisors: Love The Sound Of…

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Sept. 2, 2023

Interest Rates Going Up, Don't Put Off Estate Planning, and The TCJA

The Retire Hour team discusses relevant news and retirement planning topics that give you what you need to retire better. Submit a question to RetireHour.com to have it featured on air. This episode features helpful updates on estate planning, taxes in retirement, the TCJA, and interest rates from the Federal…

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Aug. 26, 2023

How To Change Financial Advisors, U.S. Bank Downgrades, And Tax Planning

The Retire Hour team talks about the recent bank downgrades, important news from around the global economy, plus Medicare, estate planning, and tax help. Intro: 0:00 Financial Advisors: Even More Bank Downgrades? - 0:21 Financial Advisors: When Financial Advisors Can't Speak To Taxes - 8:39 New Client Corner: How To…

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Aug. 19, 2023

Will The Recession Ever Come?! Plus Tax Planning & What To Do When Your Heir Overspends

We are back with our full panel of financial advisors once again discussing tax planning, retirement strategies, investment ideas, and what you should do with your estate if you heir spends, uh, creatively. Intro: 0:00 Financial Advisors: Will The Recession Ever Come? - 0:21 Financial Advisors: The Tax Man Doesn't…

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Aug. 12, 2023

Broken Healthcare Systems, Social Security With Kids, and Bank Downgrades

How do I prepare for retirement? We answer all that and more on a brand new episode of Retire Hour. We answer questions on the recent back downgrades in the US stock market and more. Intro: 0:00 Financial Advisors: Bank Downgrades - 0:21 Financial Advisors: Taxes Are Going Up -…

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July 29, 2023

The Blank Check Analogy, Misleading Mailers, and Not a True Bull Market

Would you take a loan from someone without knowing the interest rate? This episode will talk about the volatile stock market, misleading mailers retirees get around age 65, and protecting how a business is passed on after death. Intro: 0:00 Financial Advisors: Not In A True Bull Market - 0:21…

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July 22, 2023

SCAMS To Watch For In Medicare, Being In Control of Retirement, and Good News From the IRS

Have you ever had a gut feeling you're being scammed? This episode will talk about experiences with being scammed in Medicare and health insurance, common retirement topics for investing, and good tax news from the IRS. Intro: 0:00 Financial Advisors: You Shouldn't Have To Be Referred To Someone Else -…

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July 15, 2023

Avoiding Tax Bombs, Pitfalls for Retirees, and What To Do When You Move

This week, we're talking about inflation in the stock market and other financial news out of Washington that could impact your retirement plan. Our advisor panel will help you avoid "tax bombs" and discuss the importance of your plan when you move. Don't forget to stick around for our estate…

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July 8, 2023

The United States' Obligation to Medicaid, the Social Security Formula, checking in on Taxes

Retire Hour this week focuses on how taxes are overlooked in retirement planning. Host Matt Goolsby is here with Larry, Jonathon, Joshua and more to discuss all things retirement. Intro: 0:00 Financial Advisors: Social Security Formula - 0:21 Financial Advisors: Retirement Planning Is More Than Just Investments - 8:58 Client…

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June 24, 2023

Fees, Taxes, and Other Retirement Things Your Financial Advisor Doesn't Want You To Know

It's time to discuss finances, and advisors you use to invest. What fees do they charge? What taxes are you looking at on your nest egg or social security? Our financial advisor panel will discuss these and more. Don't forget to watch the end for our segments on Medicare, Estate…

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June 17, 2023

Nest Egg HAVOC, Medicare Myths, and the Sliding Scale of Taxation

This week's Retire Hour covers the A-word, what happens what havoc is wreaked on your nest egg, estate plans for those with no children, and tax pitfalls. Intro: 0:00 Financial Advisors: Let's Talk About The A-Word - 0:21 Financial Advisors: There's This Big Pot Of Money - 9:35 Client Corner:…

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June 10, 2023

Discounted Taxes, Spending Down, and How Much You'll Pay In Retirement

Use our Retirement Tax Calculator here: www.retirementtax.com This episode features helpful tax advice for those nearing retirement, and the money and financial decisions you'll need to make to help you earn money and maximize your investments. Intro: 0:00 Financial Advisors: Don't You Want Your Taxes At A Discount? - 0:21…

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June 9, 2023

Matt Invites Jonathan To The Mall During The Show #comedy #lol #funny

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June 3, 2023

Riding the MONEY ROLLERCOASTER, 3 Tips For Retirement, and 4th Quarter Tax Planning

Retire Hour this week is FULL of great tips. Guest Host Rick Everett is here with Larry, Danny, Julie, and more to discuss all things retirement. Intro: 0:00 Financial Advisors: "I Don't Want My Money On A Roller Coaster" - 0:21 Financial Advisors: Red Zone Mentality - 9:24 Client Corner:…

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