Episode 18 of Season 3 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, and remotely in Wichita by Jonathon McCoy and Larry Kloefkorn. They discuss the benefits and potential savings a having a team approach could have when planning for retirement. Then in the “Find the Fees” segment they revisit the topic of loaded funds. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the different avenues a married could could take when they’re on a work health insurance plan while also approaching 65. Next, Matt is joined by estate planning attorney Gerald Eidelman to examine the necessary steps needed to take after setting up a trust. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about a recent discussion Matt had with someone that attended a workshop.
Intro: 0:00
Financial Advisors: Retirement Expenses - 0:22
Financial Advisors: Incomplete Advise - 10:36
Financial Advisors: Loaded Funds (Find the Fees) - 17:16
Medicare Advisor: Work Health Insurance Plan - 22:55
Estate Planning Attorney: Beyond a Trust - 30:48
CPA: Roth Conversions - 39:17
Credits: 45:35
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.
