Episode 4 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 compare and contrast the the differences between Asset and Income Allocation, and what would lead someone to go to one over the other. Then in the “Find the Fees” segment they discuss how fees and money is managed through Market Advisor Group vs other financial firms. Matt is then joined by estate planning attorney Gerald Eidelman to talk through the logistics of a probate and how to avoid it. Next, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to explain what a tax shelter is, and why someone would want to have one. . Lastly, Matt is joined by Bill Vawter, of Market Medicare Advisors to chat about the process of choosing a Medicare plan and the confusion that comes about with all the different option out there.
Intro: 0:00
Financial Advisors: Asset Allocation - 0:23
Financial Advisors: Income Allocation - 7:54
Financial Advisors: Market Advisory Group Fees (Find the Fees) - 15:36
Estate Planning Attorney: Avoiding Probate - 22:33
CPA: Tax Shelter - 30:20
Medicare Advisor: Choosing a Medicare Plan - 38:38
Credits: 45:12
Learn more about the show, the team behind it, and where else to listen at: https://retirehour.com
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.
