Episode 16 of Retire Hour. Do you have anxiety about your retirement strategies? Larry Kloefkorn, an advisor at Market Advisory Group, joins Matt Goolsby to talk about how better transparency from your financial advisor can help quell those worries and give you more confidence about your retirement strategies. Medicare Open Enrollment is just around the corner, Bill Vawter, Medicare advisor at Market Medicare Advisors, talks about why you need to review your Medicare plan and supplements each and every year. Bill’s advice could save you thousands of dollars every year. Beyond trusts and wills, a proper estate plan needs to address who will take care of you, manage your affairs and guardianship. Gerald Eidelman, attorney at Eidelman Law Firm, tells a client story showing the importance of having a properly established estate plan and what can happen if you don’t. Joshua Cicora, CPA with Market Tax Services, goes over a deduction that you might not have been able to use the previous year or thought it was going away. This deduction could save you a lot of money when tax time comes around.
Got a retirement question? Fill out this form to have your question appear on our show!
