Episode 10 of Season 2 of Retire Hour. Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Jonathon McCoy and Danny Goolsby remotely. They talk through the $1.9 trillion stimulus package, Senator Elizabeth Warren’s wealth tax proposal, President Biden’s estate tax plan, and discuss the implications they could have on retirement. Matt is then joined by Bill Vawter, of Market Medicare Advisors to cover the benefits of a Medicare Advantage plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to walk through estate planning if the estate tax exemption is lowered. Finally, Matt is joined by the lead CPA of Market Tax Services, Joshua Cicora to discuss the impact an inheritance can have on your taxes.
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