Episode 12 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 talk through Stagflation and examine recent economic data that may foreshadow the future of the market. Then in the “Find the Fees” segment they discuss Expense Ratios. Matt is then joined by Bill Vawter, of Market Medicare Advisors to reiterate the importance of open enrollment as it nears closer. Matt is then joined by estate planning attorney Gerald Eidelman to compare and contrast spendthrift trust and how it may differ from a normal trust. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to continue their conversation from last week on potential tax increases from congress.
Intro: 0:00
Financial Advisors: What is Stagflation? - 0:22
Financial Advisors: Market Update - 9:07
Financial Advisors: Expense Ratios (Find the Fees) - 16:22
Medicare Advisor: Open Enrollment Update - 22:44
Estate Planning Attorney: Spendthrift trusts - 31:17
CPA: Legislative Tax Update - 37:40
Credits: 45:17
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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.
