Episodes
July 29, 2023
CDs and Taxes: What You Need To Know
In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, Tax Advisor Joshua Cicora from Market Tax Services, and Health Insurance A…
July 27, 2023
Two Weeks Notice
In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Danny Goolsby from Market Advisory Group, Tax Advisor Joshua Cicora from Market Tax Services, and Health Insurance …
July 15, 2023
Rapidly Approaching Retirement
In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Larry Kloefkorn from Market Advisory Group, Tax Advisor Joshua Cicora from Market Tax Services, and Health Insuranc…
June 24, 2023
The Tough Conversations
In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, Tax Advisor Joshua Cicora from Market Tax Services, and Health Insurance A…
June 17, 2023
In Service Distributions
In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Julie Newton from Market Advisory Group, Tax Advisor Tiffany Rayer from Market Tax Services, and Health Insurance A…
June 10, 2023
With Medicaid, Should We Get Divorced?
In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Danny Goolsby from Market Advisory Group, Tax Advisor Tiffany Rayer from Market Tax Services, and Health Insurance …
June 3, 2023
No Substitute For Being There
In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Larry Kloefkorn from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, and Health Insurance Adviso…
May 27, 2023
We Answer Your Questions
In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, Tax Advisor Tiffany Rayer from Market Tax Services, and Health Insurance Advisor Trey Basa from …
May 13, 2023
Legacy Planning With No Legacy
In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, Tax Advisor Joshua Cicora from Market Tax Services, and Health Insurance A…
April 29, 2023
What The Heck Is IRMA?
In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Danny Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, and Health Insurance Advisor Cory Hiebert from Mark…
April 22, 2023
Unmarried Partners In Retirement
In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Julie Newton from Market Advisory Group, CPA Pat Dougherty from Market Tax Services, and Health Insurance Advisor Trey Basa from Market M…
April 15, 2023
Medicare Is Ever-Evolving
In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Jonathon McCoy from Market Advisory Group, CPA Pat Dougherty from Market Tax Services, and Health Insurance Advisor Cory Siebert from Mar…
April 8, 2023
Estate Planning With Blended Families
In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Jonathon McCoy from Market Advisory Group, CPA Pat Dougherty from Market Tax Services, and Health Insurance Advisor Trey Basa from Market…
April 1, 2023
Inherited IRAs And Tax Hits
In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Julie Newton from Market Advisory Group, CPA Pat Dougherty from Market Tax Services, and Health Insurance Advisor Cory Siebert from Marke…
March 18, 2023
Uncle Sam Wants His Cut
In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Larry Kloefkorn from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, and Medicare Advisor Bill Vawter from Market Medi…
March 11, 2023
What Happens With Divorce?
In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, and Medicare Advisor Bill Vawter from Market Medicar…
March 4, 2023
Friend or Advisor
In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Larry Kloefkorn from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, and Medicare Advisor Bill Vawter from Market Medi…
Feb. 25, 2023
Risks of Single-Payout Pensions
In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Julie Newton from Market Advisory Group, CPA Pat Dougherty from Market Tax Services, and Medicare Advisor Cory Hiebert from Market Medica…
Feb. 18, 2023
Does Medicare Always Assess Penalties?
In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Julie Newton from Market Advisory Group, CPA Pat Dougherty from Market Tax Services, and Medicare Advisor Cory Hiebert from Market Medica…
Feb. 11, 2023
Protecting The Family Estate
In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Johnathon McCoy from Market Advisory Group, CPA Pat Dougherty from Market Tax Services, and Medicare Advisor Trey Basa from Market Medica…
Feb. 4, 2023
Can't Keep Up With Tax Code?
In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Johnathon McCoy from Market Advisory Group, CPA Pat Dougherty from Market Tax Services, and Medicare Advisor Trey Basa from Market Medica…
Jan. 31, 2023
How Do Market Fluctuations Affect Your Stock Portfolio?
In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, and Medicare Advisor Cory Hiebert from Market Medica…
Dec. 31, 2022
Secure Act 2.0
In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, and Medicare Advisor Trey Basa from Market Medicare …
Dec. 24, 2022
Special Tax Treatment
In this episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Larry Kloefkorn from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, and Medicare Advisor Cory Hiebert from Market Med…