Episode 16 of Season 4 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 taxes in retirement and what millionaires should consider when retiring. Then in the “Find the Fees” segment they examine Income riders. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the process of changing between plans. Next Matt is joined by estate planning attorney Gerald Eidelman to chat about a sizable nest egg with a blended family. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question regarding moving money to a TSP account.
Intro: 0:00
Financial Advisors: Taxes in Retirement - 0:22
Financial Advisors: How Much Money Do You Need to Retire? - 9:05
Financial Advisors: Income Riders (Find the Fees) - 15:58
Medicare Advisor: Changing Plans - 22:41
Estate Planning Attorney: Sizable Nest Egg - 31:12
CPA: TSP account - 37:27
Credits: 45:25
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.
