Episode 4 of Season 4 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They talk through potential changes coming to the secure act and what to consider as you begin taking social security. Then in the “Find the Fees” segment they examine Bonus Annuities. Matt is then joined by Bill Vawter, of Market Medicare Advisors to discuss the approach someone should take with their medicare once they reach 65. Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question about estate planning round a prenuptial agreement. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about things you need to know as tax season approaches.
Intro: 0:00
Financial Advisors: The Secure Act - 0:25
Financial Advisors: Social Security - 7:21
Financial Advisors: Bonus Annuities (Find the Fees) - 15:25
Medicare Advisor: Turning 65 - 22:06
Estate Planning Attorney: Blended Families - 29:36
CPA: Tax Season - 37:28
Credits: 45:28
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.
