Episode 3 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 3 major factors to consider when planning for retirement, when you want to retire, how you want to live in retirement, and your health in retirement. Additionally they examine why many people they meet with are reluctant to discuss their retirement situation right away. Then in the “Find the Fees” they talk through buying stocks. Matt is then joined by estate planning attorney Gerald Eidelman to establish the steps that need to be taken in the estate planning process. Next, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to chat about the importance of working with both a financial advisor and estate planning attorney when tax planning. Lastly, Matt is joined by Bill Vawter, of Market Medicare Advisors to answer a question from a listener about maxing out medicare benefits.
Intro: 0:00
Financial Advisors: 3 factors to consider when planning for your retirement - 0:23
Financial Advisors: Reluctancy to discuss your Retirement - 8:34
Financial Advisors: Buying Stocks (Find the Fees) - 15:44
Estate Planning Attorney: First Steps in Estate Planning - 22:35
CPA: Complete Retirement Planning - 30:11
Medicare Advisor: Listeners Question - 38:53
Credits: 45:34
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.
