Episode 14 of Season 3 of Retire Hour. Matt Goolsby is joined by financial advisor Larry Kloefkorn to discuss the impact social security could have on people born in 1960, and then they’re joined by lead CPA of Market Tax Services, Joshua Cicora to compare and contrast tax advisors and tax preparers. Afterwards, Matt and Larry examine Variable annuities in the Find the Fees segment. Matt is then joined by Bill Vawter, of Market Medicare Advisors to answers two listeners question regarding group insurance. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through guiding your family members towards a successful estate plan. Lastly, Matt is joined again by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question regarding 401K’s and RMD’s.
Intro: 0:00
Financial Advisors: Social Security Impacts - 0:22
Financial Advisors & CPA: Tax advisors vs Tax Preparers - 7:51
Financial Advisors: Variable Annuities (Find the Fees) - 16:19
Medicare Advisor: Listener Question - Group Insurance - 22:46
Estate Planning Attorney: Helping Family with Estate Plan - 31:00
CPA: Listener Question - 401k's and RMD's - 37:54
Credits: 44:22
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.
