Episode 22 of Season 4 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss market volatility in you retirement plan and answer a listeners question regarding when to cash out in retirement. Then in the “Find the Fees” segment they examine I Bonds. Matt is then joined by estate planning attorney Gerald Eidelman to answer a listeners question about the role your children should play in your estate plan. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question regarding expenses Medicare covers in long term care. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to talk through Social Security tax.
Intro: 0:00
Financial Advisors: Market Volatility - 0:21
Financial Advisors: When to cash out - 7:52
Financial Advisors: I Bonds (Find the Fees) - 14:10
Estate Planning Attorney: Roles in Estate Plan - 22:30
Medicare Advisor: Long Term Care - 30:19
CPA: Social Security Tax - 37:25
Credits: 44:58
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.
