Episode 1 of Season 3 of Retire Hour. Matt Goolsby is joined by two financial advisors from Market Advisory Group, Larry Kloefkorn and Danny Goolsby. They discuss Social security tips and DIY’s when it comes to income planning, investment allocations, and tax planning. Then in the “Find the Fees” they examine recent TV and radio commercials that focus on selling life insurance policy. Matt is then joined lead CPA of Market Tax Services, Joshua Cicora talk through federal pensions and the lack of state income owed with them. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question about conflict that arose concerning a family vacation house and what steps could have been taken to potentially avoid it. Lastly, Matt is then joined by Bill Vawter, of Market Medicare Advisors to chat about the importance of checking in on your medicare plans from time to time for potential savings.
Intro: 0:00
Financial Advisors: Social Security Scenarios - 0:24
Financial Advisors: DIY'S in income planning, investment allocations, and tax planning - 9:33
Financial Advisors: Life insurance policies (Find the Fees) - 15:48
CPA: Federal Pensions- 22:40
Estate Planning Attorney: Listener Question - Family Conflict - 29:45
Medicare Advisor: Checking in on Medicare plans - 37:37
Credits: 44:53
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.
