Episode 10 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 discuss the debt limit and taxes going up from the most recent spending bills. Then in the “Find the Fees” segment they talk through cash value life insurance. Matt is then joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question regarding medicare deadlines for him and his wife, who is about to turn 65. Matt is then joined by estate planning attorney Gerald Eidelman to answer a listeners question involving a small amount assets when a person is in a serious medical condition. Lastly, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to walk through the steps needed to take with taxes if you lose a spouse.
Intro: 0:00
Financial Advisors: The Debt Limit- 0:22
Financial Advisors: Spending Bills - 9:10
Financial Advisors: Cash Value Life Insurance (Find the Fees) - 17:27
Medicare Advisor: Listener Question - When to Enroll in Medicare - 22:45
Estate Planning Attorney: Listener Question - Medical Bills in Estate - 30:30
CPA: Tax Planning When Losing a Spouse - 39:20
Credits: 45:12
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.
