Episode 14 of Season 4 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They discuss recent stock fluctuation and Biden’s recent tax plan. Then in the “Find the Fees” segment they examine Bonus Annuities. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through SEP’s and that they could mean to your Medicare plan. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question who was concerned about potentially not having everything done for their estate plan. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about taxes with Social Security.
Intro: 0:00
Financial Advisors: Recession Concerns - 0:22
Financial Advisors: New Tax Plan - 8:57
Financial Advisors: Bonus Annuities (Find the Fees) - 16:36
Medicare Advisor: SEP's (Special Enrollment Period)- 22:47
Estate Planning Attorney: The Right Estate Plan- 31:48
CPA: Social Security Taxes - 39:56
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.
