Episode 7 of Season 3 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss operating under the Fiduciary Standard and answer a listeners question concerning pension buyouts. Then in the “Find the Fees” segment they examine annuities and the potential fees they could be hiding. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the steps needed to take as open enrollment approaches. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listers question concerning assets within a blended family. Lastly, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to answer a listeners question about the tax implication on their recent casino winnings.
Intro: 0:00
Financial Advisors: Fiduciary Standard- 0:22
Financial Advisors: Listener Question - Pension Buyouts - 7:35
Financial Advisors: Annuities (Find the Fees) - 15:31
Medicare Advisor: Medicare Open Enrollment - 22:42
Estate Planning Attorney: Listener Question - Blended Family- 30:42
CPA: Listener Question - Gambling Taxes - 38:26
Credits: 45:12
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.
