Episode 19 or Season 4 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 the continual impacts inflation can bring to your retirement and answer a listeners question concerning when to draw out of an IRA. Then in the “Find the Fees” segment they cover the potential hidden fees in your tax planning. Matt is then joined by lead CPA of Market Tax Services Joshua Cicora to chat about tax implications for someone who has already started taking social security and is wanting to go back to work. . Next Matt is joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question regarding when to take Medicare part D and the implications of postponing their medicare. Lastly, Matt is joined by estate planning attorney Gerald Eidelman to discuss LTC and Medicaid planning.
Intro: 0:00
Financial Advisors: Raging Inflation - 0:25
Financial Advisors: Drawing out of IRA - 9:08
Financial Advisors: Tax Planning (Find the Fees) - 16:18
CPA: Going Back to Work - 22:57
Medicare Advisor: Postponing Medicare - 30:12
Estate Planning Attorney: LTC & Medicaid planning - 38:48
Credits: 45:27
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.
