Episode 19 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 how the lack of a Team approach in retirement could cost you dearly, in addition too, new regulations and tax increases in the near future. Then in the “Find the Fees” segment they examine the market for potential inflation concerns. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the negative cogitation many of their clients have towards Medicare Advantage plans. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding single point contact in the event of a premature death. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the implications of taxes when it comes to inheritance.
Intro: 0:00
Financial Advisors: Incomplete Planning - 0:22
Financial Advisors: New Regulations & Taxes Increases - 8:13
Financial Advisors: Inflation Concerns (Find the Fees) - 16:52
Medicare Advisor: Medicare Advantage - 22:30
Estate Planning Attorney: Single Point of Contact - 31:23
CPA: Taxes on Inheritance - 39:00
Credits: 45:08
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.
