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Retirement Risks

Episode 10 of Season 4 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They discuss the potential retirement risks that could come about from volatility and inflation in the market, and answer a listeners question regarding when to start collecting social security. Then in the “Find the Fees” segment they examine term insurance. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the cost of Medicare supplements. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question about revocable trusts. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about some common tax questions he has been getting.

Intro: 0:00
Financial Advisors: Retirement Risks - 0:22
Financial Advisors: Social Security - 8:19
Financial Advisors: Term Insurance (Find the Fees) - 16:22
Medicare Advisor: Medicare Supplements Costs 22:54
Estate Planning Attorney: Revocable Trusts 31:40
CPA: Complete Tax Planning - 38:36
Credits: 45:25

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.