Episode 23 of Season 3 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss Things someone should consider when taking out Social Security and when creating an income plan. Then in the “Find the Fees” segment they examine income riders and the potential fees involved with them. Matt is then joined by Bill Vawter, of Market Medicare Advisors to chat about Medicare Phone Sales and what you need to be aware of when contacted by these types of advisors. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through the steps needed to take if you don’t have a power or attorney when you or someone you know is incapacitated. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question regarding backdoor Roths.
Intro: 0:00
Financial Advisors: Taking out Social Security - 0:22
Financial Advisors: Income Plan - 9:34
Financial Advisors: Income Riders (Find the Fees) - 17:19
Medicare Advisor: Phone Sales - 22:51
Estate Planning Attorney: Power of Attorney Steps - 31:25
CPA: Backdoor Roths - 38:33
Credits: 45:21
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.
