Episode 20 of Season 2 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 what to consider when it comes to your Mortgages in retirement and taking a pension with no liquidity. Then in the “Find The Fees” segment they talk through the important fees to know in relation to ESOP’s. Matt is then joined by Bill Vawter, of Market Medicare Advisors to differentiate the differences between Medicare and Medicare. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a question from a viewer about their family farm. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to examine the mixed signals from the IRS and new changes from the secure act 1.0.
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