Episode 17 of Season 3 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 the importance and benefits of working with a financial and tax advisor under the same roof. Additionally they examine the future of social security and what social security checks will potentially look like next year. Then in the “Find the Fees” segment they tackle the subject of target date funds. Matt is then joined by Bill Vawter, of Market Medicare Advisors talk through prescription drugs in relation to a Medicare Advantage Plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding the process of donating assets to charity after passing away. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the cons of exclusively using tax software to file your taxes.
Intro: 0:00
Financial Advisors: Holistic Retirement Planning - 0:22
Financial Advisors: Future of Social Security - 9:41
Financial Advisors: Target Date Funds (Find the Fees) - 16:50
Medicare Advisor: Prescription Drug Plans -22:55
Estate Planning Attorney: Listener Question - Distributing Assets to Charity - 31:16
CPA: Tax Software - 38:26
Credits: 45:20
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.
