Episode 13 of Season 3 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 specific terms used by advisors t be wary of and continue their discussion about the debt ceiling debate they had a few weeks back. hen in the “Find the Fees” segment they examine RMD’s (required minimum distributions). Matt is then joined by Bill Vawter, of Market Medicare Advisors to discuss recent TV ads centering around open enrollment. Matt is then joined by estate planning attorney Gerald Eidelman to talk through preparing the next generation for your estate plan. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about tax implications on precious metals.
Intro: 0:00
Financial Advisors: Advisor Tools - 0:22
Financial Advisors: Debt Ceiling Debate - 7:37
Financial Advisors: Required Minimum Distributions (RMD's) (Find the Fees) - 14:41
Medicare Advisor: Open Enrollment TV Ads - 22:25
Estate Planning Attorney: The Next Generation - 30:42
CPA: Legislative Tax Update - 39:03
Credits: 44:55
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.
