Episode 24 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 the impact inflation may have on people with a fixed income and answer a listeners questions regarding tax consequences when planning for retirement. Then in the “Find the Fees” segment they examine different types of strategies when planning for retirement. Matt is then joined by Bill Vawter, of Market Medicare Advisors to elaborate on what Medicare part B is and the premiums involved within it. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through the necessary steps to take if you lose a spouse in retirement and pan to remarry. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to go over some important tax dates that are coming up.
Intro: 0:00
Financial Advisors: Inflation on a Fixed Income - 0:20
Financial Advisors: Tax Strategies in Retirement - 7:26
Financial Advisors: Buy and Hold Strategies (Find the Fees) - 15:08
Medicare Advisor: Medicare Part B - 22:47
Estate Planning Attorney: Losing a Spouse - 31:14
CPA: Important Tax Dates - 38:50
Credits: 45:23
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.
