Episode 20 of Season 3 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 talk through the importance of having all the data when working with a client and future taxable implications in retirement. Then in the “Find the Fees” segment they examine the fees involved with life insurance and tax complications. Matt is then joined by Bill Vawter, of Market Medicare Advisors to elaborate on money you could potential save with your Medicare plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to discuss things that you cannot fo in an estate plan. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the the potential tax nightmare an inherence can bring about.
Intro: 0:00
Financial Advisors: Complete Data - 0:22
Financial Advisors: Future Tax Implications - 8:42
Financial Advisors: Life Insurance & Tax Complications (Find the Fees) - 17:08
Medicare Advisor: Saving Money on Medicare - 22:47
Estate Planning Attorney: Estate Planning Restrictions - 30:31
CPA: Inherence Taxes - 38:30
Credits: 45:18
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.
