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Latest Episodes

July 22, 2024

Who Works For Who? | Retire Hour

Our financial advisors discuss unexpected illnesses, and we'll talk about Medicare in different states, gaps in Powers of Attorney, and Rule 72T and what it means for you. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle 00:21 When Illnesses Strike Unexpectedly 08:45…

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July 15, 2024

How Creative Is Your Team? | Retire Hour

Our financial advisors discuss hard to value assets, and we'll talk about Medicare or Group Coverage, and creative tax solutions. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle 00:21 Hard To Value 07:52 Retirement Is A Journey 17:55 That Freeze Factor 26:32…

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July 8, 2024

Tax Takeover | Retire Hour

Retire Hour is taken over by taxes as CPA Joshua Cicora hosts our financial advisors to discuss rolling IRAs, Roth IRAs, HSAs, and LLC vs S-Corps. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle #chiefs #kcchiefs #kansascitychiefs #patrickmahomes #traviskelce 00:21 How To…

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July 1, 2024

You Have A Tax Coupon That Expires Soon

Our financial advisors discuss Market Advisory Group's new prospective client process, and we'll talk about younger spouses not being of Medicare age, limits of trusts, and estate tax exemption. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle #chiefs #kcchiefs #kansascitychiefs #patrickmahomes #traviskelce…

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June 24, 2024

Their CPA Cost This Couple Thousands of Dollars in TAXES! #money #taxes #retirement

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June 24, 2024

Social Security Law Changes In Kansas, V.A. Benefits, & One Person's Mystery Tax Bill

Our financial advisors discuss how memory loss can affect retirement plans, and we'll talk about Medicare and Tricare, your estate plan, and changes coming to the Kansas Tax Code. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle #chiefs #kcchiefs #kansascitychiefs #patrickmahomes #traviskelce…

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June 19, 2024

Medicare and the Crystal Ball #shorts #podcast

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June 17, 2024

STOP. Think about Risk...#shorts

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June 17, 2024

Financial matters for #special needs family members #shorts

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June 16, 2024

Taxes on Stock Options #shorts

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June 15, 2024

When Can I Receive Social Security Survivors Benefits?

Julie's husband recently died, so she submitted a question asking us when she can take survivor's benefits for Social Security. Danny & Matt Goolsby answer. #socialsecurity #advice #finances #finance #daveramsey #money #kansas #missouri #kansascity

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June 15, 2024

Investing Risks, A.I. For An Estate Plan, And Tax Implications of Stock Options

Our financial advisors tackle the questions of how much risk you should take on in retirement, and we'll talk having a crystal ball in healthcare, your estate plan, and stock options relating to taxes. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle…

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June 11, 2024

CPA Josh on the IRS & Congress

#taxes #money #advice #shorts #podcast #smart #investing #finance

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June 10, 2024

Should I get a life estate? #shorts

#money #estate #will #kansas #missouri

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June 8, 2024

When You Should Pull From KPERS - Advisor & CPA Answer

Our financial advisors (Matt Goolsby & Danny Goolsby) and CPA (Joshua Cicora) answer a listener question about when to pull from KPERS. Teachers in Kansas and administrators alike should watch this video. Share this video with someone who might benefit from this!

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June 8, 2024

Don't Retire With Concers, When You Should Pull From KPERS, How To Do IRMAA

This week's episode tackles common retirement planning topics, how-tos, and key information on money, finances, investing, medicare, estate planning, and taxes. Find out how to retire early or better or whatever you need. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle 00:29…

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June 6, 2024

How are we different than any other financial advisors? #shorts

#finances #daveramsey #money #investments #stocks #portfolio #moneytips #financialeducation

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June 5, 2024

Congress, The IRS, and Taxes...#shorts

#taxes #irs #government #us #usa #congress #money #trusts

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June 3, 2024

How To Handle A Trust With High Taxes On Its Income (LISTENER QUESTION)

John asks Retire Hour: "I have a trust, and the income that is generated is getting taxed at a higher rate. What do I do?" As usual, specific situations can vary, your best bet is to talk with a trusted financial advisor. Retire Hour's advisors are from www.MarketAdvisoryGroup.com, and can…

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June 3, 2024

CRUCIAL info on Life Estates...#shorts

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June 1, 2024

Tax Breaks For Giving To Charity, Connecting Tax To Finance, And Prioritizing Your Plan

This episode brings warnings about putting off financial concerns, a listener's question about trusts, your HSA in healthcare, the WHY behind giving to charity, and connecting tax to your retirement plan. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: We Can Deal With That…

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May 25, 2024

When To Cash In Your 401k, Medicare In New States, and Power Of Attorney Help

The Retire Hour crew discusses their clients' owing taxes when they lose money, information on Average Rate of Return, a listener asks if they should cash in their 401k to pay off their debt. Our Medicare agent discusses a client moving cross-country, our attorney helps you learn about power of…

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May 20, 2024

How To Recover From Bankruptcy (LISTENER QUESTION)

To submit questions to Retire Hour: www.retirehour.com Alan W asked us: "I moved myself into bankruptcy. (Lost 110k and 130k on homes). What do i do next?

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May 18, 2024

Bankruptcy's Effect On Retirement, When To Quit Working, & The Tax Cuts And Jobs Act

What's going on with the Tax Cuts and Jobs Act? How should you handle cutting back hours at work vs quitting when at retirement age? What's the impact of bankruptcy on retirement? Retire Hour answers all this and more. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro:…

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