Advisors Matt Goolsby, Danny Goolsby, Julie Newton, and Larry Kloefkorn are here to keep you informed. On this episode, learn about retirement during a recession, tax planning vs tax preparation, and client stories regarding Medicare, Estate Planning, and Taxes.
Visit us at www.marketadvisorygroup.com for a free consultation.
Intro: 0:00
Financial Advisors: Is Your Retirement Recession-Ready? - 0:21
Financial Advisors: We're Just Recording History - 9:03
Client Corner: Set-It-And-Forget-It Estate Plans? - 17:12
Medicare Advisor: Switching Medicare Supplements For Better Rates - 24:08
Eidelman Law Advisor: Testamentary Trust - 33:07
CPA: It's Never Good News When You Get A Letter From The Government - 41:29
Credits: 47:11
Learn more 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.
