Episode 21 of Season 4 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They discuss some things to be conscious about in the current market and vital steps that you need to take when you’re helping your parents out in their old age. Then in the “Find the Fees” segment they examine Market Volatility and the potential fees it could bring about. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the role Tricare plays in relation to your current or future Medicare plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to better understand what your Estate plan look like if you happen to move. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to walk through the steps of someone’s last Tax Return.
Intro: 0:00
Financial Advisors: Being Conscious of the Markets - 0:23
Financial Advisors: Next Generation - 8:53
Financial Advisors: Market Volatility (Find the Fees) - 16:23
Medicare Advisor: Tricare- 22:53
Estate Planning Attorney: Existing Estate Plan - 30:35
CPA: Taxes After Death - 39:01
Credits: 45:28
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.
