Episode 5 of Season 2 of Retire Hour. Matt Goolsby is joined by two financial advisors from Marketing Advisory Group, in studio by Larry Kloefkorn and Danny Goolsby remotely. They discuss choosing the right type of advisor, and how to know if your advisor has your best interest in mind. Additionally, they talk through the process of using a mutual fund, having a money manager invest in the market, and what exactly is being paid for in those situations. Matt is then joined by Bill Vawter, of Market Medicare Advisors, to discuss how to identify an independent agent and the process of choosing the right agent. Next, Matt is joined by Estate Planning Attorney Gerald D. Eidelman to talk through the crucial steps to take beyond your will and estate. Finally, Matt is joined by the lead CPA of Market Tax Services, Joshua Cicora to chat about the logistics of deducting expenses from this past year of working from home or remotely.
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