Episode 22 of Season 3 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the Build Better Back bill and answer a listeners question regarding money in a 401k account. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through options available for Retired Federal employees. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question concerning receiving an inheritance while not being the trustee. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the tax and Roth implications of the Build Back Better bill.
Intro: 0:00
Financial Advisors: Build Back Better Bill - 0:22
Financial Advisors: Build Back Better Bill (continued) - 9:16
Financial Advisors: Listener Question - 401k Account - 17:20
Medicare Advisor: Retired Federal Employees - 22:51
Estate Planning Attorney: Listener Question - Inheritance Concerns - 30:48
CPA: Build Back Better Bill - 38:30
Credits: 45:21
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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.
