Episode 14 of Season 2 of Retire Hour. Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Larry Kloefkorn and Danny Goolsby remotely. They discuss hedge funds using borrowed money to make bets on media stocks and response Wall Street has had on this dilemma. In addition, they examine the recent acceleration of retail trading with the industrywide decisions to drop commissions in 2019. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk though Preferred Provider Organization (PPO) plans and the role it plays on Medicare. Next, Matt is then joined by estate planning attorney Gerald Eidelman to cover common reasons and events that should lead you to check your estate plan. Finally Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about short term tax planning vs long term tax planning, and what the difference is.
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