Episode 20 of Season 4 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 the continual effects of inflation and “The Baby Boomer Dilemma” a movie sponsored by Market Advisory Group that focuses around rethinking many elements of you retirement. Then in the “Find the Fees” segment they examine the potential fees from Social Security. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the most common Medicare Supplement plan. ext Matt is joined by estate planning attorney Gerald Eidelman to elaborate on how charitable giving and Estate Planning connect. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about 8821’s and what exactly their benefit is.
Intro: 0:00
Financial Advisors: Effects of Inflation - 0:22
Financial Advisors: Rethinking Your Retirement - 9:08
Financial Advisors: Social Security (Find the Fees) - 17:04
Medicare Advisor: Common Medicare Plans - 22:50
Estate Planning Attorney: Charitable Giving - 31:57
CPA: 8821's - 39:45
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.
