Episode 15 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 answer a listeners question regarding social security and discuss unrealistic expectation in relation to the index. Then in the “Find the Fees” segment they compare and contrast how Market Advisory Group manages money verses other financial advisors. Matt is then joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question concerning a group plan from employer. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding a person with a broker license becoming power of attorney for spouse and family. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to talk through the differences between Roth conversions and contributions.
Intro: 0:00
Financial Advisors: Listener Question - Social Security & Roth IRA - 0:22
Financial Advisors: Unrealistic Expectations - 9:41
Financial Advisors: How we manage money (Find the Fees) - 15:36
Medicare Advisor: Listener Question - Group Insurance - 22:47
Estate Planning Attorney: Listener Question - Broker License as Power of Attorney - 31:10
CPA: Roth Conversions VS Contributions - 37:59
Credits: 45:22
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.
