Episode 15 of Season 4 of Retire Hour. Matt Goolsby is joined in studio by lead CPA of Market Tax Services Joshua Cicora and two financial advisors from Market Advisory Group, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They talk through the Secure Act 2.0 and the potential coming to RMD’s in the future. Then in the “Find the Fees” segment Matt chats with Jonathon and Larry about buying on margin. Matt is then joined by Bill Vawter, of Market Medicare Advisors to discuss things to be wary of when getting phone calls about Medicare. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question concerning owning a house with blended family. Lastly, Matt is joined by Cory Hiebert, of Market Medicare Advisors to talk through different types and advantages of certain drug plans.
Intro: 0:00
Financial Advisors & CPA: Secure Act 2.0 - 0:22
Financial Advisors & CPA : RMD’s - 9:49
Financial Advisors: Buying on Margin (Find the Fees) - 18:29
Medicare Advisor: Phone Sales - 22:55
Estate Planning Attorney: Blended Family- 30:32
Medicare Advisor: Picking a Drug Plan - 39:10
Credits: 45:25
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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.
