Episode 11 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 the potential of the market going sideways with proposed regulations and taxes. Additionally they talk through the importance of a team approach when planning for retirement, and how Market Advisory Group offers that. Then in the “Find the Fees” segment they examine A Shares. Matt is then joined by Bill Vawter, of Market Medicare Advisors to elaborate on Medicare workshops Bill teaches, keys for open enrollment, and the risk of changing your Medicare plan without necessary planning. Matt is then joined by estate planning attorney Gerald Eidelman to talk through the benefits of involving your kids in your estate planning. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to give an update on potential tax increases.
Intro: 0:00
Financial Advisors: Sideways Market - 0:22
Financial Advisors: A team Approach to Retirement - 9:07
Financial Advisors: A Shares (Find the Fees) - 16:52
Medicare Advisor: Incomplete Medicare Planning - 22:42
Estate Planning Attorney: Estate Planning with Next Generation - 31:25
CPA: Potential Tax Increases - 38:36
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.
