Episode 21 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 discuss mandates leading some to an early then expected retirement and the debt deadline being back in the news. Then in the “Find the Fees” segment they take a look back at Roth Conversions. Matt is then joined by Bill Vawter, of Market Medicare Advisors to continue their discussion on open enrollment as it comes to a close on December 7th. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through the topic of Trust Mills. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about how break points, really amount to a tax increase.
Intro: 0:00
Financial Advisors: Early Retirement - 0:22
Financial Advisors: Debt Deadline - 8:24
Financial Advisors: Roth Conversions (Find the Fees) - 16:35
Medicare Advisor: Open Enrollment - 22:47
Estate Planning Attorney: Trust Mills - 30:53
CPA: Break Points - 39:14
Credits: 45:18
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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.
