Matt Goolsby is joined by two financial advisors from Market Advisory Group, Danny Goolsby in the booth and Larry Kloefkorn in our remote studio. They discuss stagflation and address losing a spouse in the early stages of retirement. Matt is then joined by Bill Vawter of Market Medicare Advisors to expand on the lower cost of Medicare Plan B Premium. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk about the risks of not having an estate plan when you own a business. Lastly, Matt and lead CPA Joshua Cicora go in to detail about mixing withdrawals from different pots of money to minimize taxes in retirement.
Got a retirement question? Fill out this form to have your question appear on our show!
