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Recent Episodes

March 23, 2024

Fractured Retirement

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Danny Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Health Insurance Advisor Mark Benefiel from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman from Eidelman Law Firm…

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March 16, 2024

What's The Deal With Tax Bombs?

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Health Insurance Advisor Trey Basa from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman from Eidelman Law Firm…

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March 2, 2024

Blended Family Not Blended Assets

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Jonathon McCoy from Market Advisory Group, Tax Advisor Susan Curtis from Market Tax Services, Health Insurance Advisor Mark Benefiel from Market Medicare Advisors, and Estate Planning Attorney Nick Jenkins from Eidelman Law…

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Feb. 24, 2024

Going Down The Mountain

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Danny Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Health Insurance Advisor Cory Hiebert from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman from Eidelman Law Firm…

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Feb. 19, 2024

Income Limits

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Health Insurance Advisor Trey Basa from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman from Eidelman Law Firm…

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Feb. 3, 2024

Married Late In Life: What Do I Do?

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Jonathon McCoy from Market Advisory Group, Tax Advisor Susan Curtis from Market Tax Services, Health Insurance Advisor Mark Benefiel from Market Medicare Advisors, and Estate Planning Attorney Nick Jenkins discuss a client's…

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Jan. 27, 2024

You Can't Guess On Your Taxes

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Health Insurance Advisor Trey Basa from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman discuss two client stories…

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Jan. 20, 2024

The Final Approach To 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, CPA Joshua Cicora from Market Tax Services, Health Insurance Advisor Mark Benefiel from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman as talk about approaching…

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Jan. 13, 2024

The Haves And The Have-Nots

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Danny Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Health Insurance Advisor Cory Hiebert from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman as they question the…

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Dec. 23, 2023

Holiday Special

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Health Insurance Advisor Mark Benefiel from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman as they celebrate the…

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Dec. 16, 2023

A Sandwiched Generation

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Danny Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Health Insurance Advisor Trey Basa from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to introduce a new…

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Nov. 11, 2023

Social Security Nuances

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Danny Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Health Insurance Advisor Mark Benefiel from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk about some…

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Nov. 4, 2023

Do You Know What You're Paying?

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Jonathon McCoy from Market Advisory Group, Tax Advisor Susan Curtis from Market Tax Services, Taylor Bevan from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss asking questions of your…

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Oct. 28, 2023

When Things Don't Go As Planned

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 Susan Curtis from Market Tax Services, Taylor Bevan from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk about how everything can…

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Oct. 14, 2023

Surprise Redundancy

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Jonathon McCoy from Market Advisory Group, Tax Advisor Susan Curtis from Market Tax Services, Cory Hiebert from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk about a client that…

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Oct. 7, 2023

Mitigate The Tax Situation

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 Susan Curtis from Market Tax Services, Cory Hiebert from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk about a tricky tax…

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Sept. 30, 2023

Informed Decisions

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, Mark Benefiel from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss a couple who came into…

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Sept. 23, 2023

Leaving Your House To Charity

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 Tiffany Rayer from Market Tax Services, Cory Hiebert from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss how charitable contributions can…

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Sept. 16, 2023

What Could Possibly Go Wrong?

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Danny Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Trey Basa from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk through several catastrophic scenarios. Eye…

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Sept. 9, 2023

Unexpected Diagnosis

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Mark Benefiel from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk about surprise illnesses. Eye On…

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Aug. 26, 2023

When Social Security Overpays You

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Matt Goolsby from Market Advisory Group, CPA Joshua Cicora from Market Tax Services, Cory Hiebert from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss working while in retirement. Eye…

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Aug. 19, 2023

Fiduciary Standards

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, Trey Basa from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk about the Fiduciary Standard. Eye…

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Aug. 12, 2023

Veterans' Benefits

In this episode of Eye On Retirement, Host and Financial Advisor Rick Everett is joined by Financial Advisor Danny Goolsby from Market Advisory Group, and Health Insurance Advisor Mark Benefiel from Market Medicare Advisors, Paralegal Jenah Moody from Eidelman Law Firm and Estate Planning Attorney Gerald Eidelman to talk about…

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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 Advisor Trey Basa from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss…

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