Videos
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 Advisor Cory Hiebert from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss the…
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 Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to take questions from viewers…
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 Siebert from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk about just what IRMA…
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 Medicare Advisors, and Estate Planning Attorney Devin Seward to talk about how unmarried partners…
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 Market Medicare Advisors, and Estate Planning Attorney Devin Seward to discuss how having a blended…
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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss how having a blended…
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 Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss inheriting IRAs from your…
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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss tax implications in retirement planning.…
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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss what happens when an unexpected…
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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss this conundrum: Your financial advisor…
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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to talk about knowing all your options…
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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman talk about Medicare penalties. Eye On Retirement…
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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman talk about putting contingencies in place to…
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 Bass from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman talk about the labyrinthine tax code. Eye…
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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman talk about how Market Fluctuations. Eye On…
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 Advisors, and Estate Planning Attorney Gerald Eidelman talk about how "Secure Act 2.0" affects…
Dec. 24, 2022
Special Tax Treatment
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 Base from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman talk about how "Secure Act 2.0" affects…
Oct. 22, 2022
The Right Advisor for You
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 Base from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman talk about how "The Right Advisor for…
Oct. 22, 2022
The Right Advisor for You
In This episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Jonathon McCoy from Market Advisory Group, CPA Josh Cicora from Market Tax Services, and Medicare Advisor Trey Basa from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to cover "The Right Advisor for You"…
Oct. 15, 2022
When a Back-up Plan Isn’t a Plan at All
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 Trey Base from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to cover "When a Back-up Plan Isn't…
Oct. 8, 2022
A Second Opinion Saves Money
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 Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to how "A Second Opinion Saves Money"…
Oct. 1, 2022
The Long Term Outlook
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 Cory Hiebert from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss "The Long Term Outlook" before…
Sept. 24, 2022
Crossing the River in to Retirement
In This episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Larry Kloefkorn from Market Advisory Group, CPA Robert Carr from Market Tax Services, and Medicare Advisor Cory Hiebert from Market Medicare Advisors, and Estate Planning Attorney Gerald Eidelman to discuss "Crossing the River in to…
Sept. 3, 2022
Eye on Retirement - Income Planning
In This episode of Eye On Retirement, Host Rick Everett is joined by Financial Advisor Matt Goolsbyfrom Market Advisory Group, CPA Joshua Cicora from Market Tax Services, and Medicare Advisor Cory Hiebert from Market Medicare Advisors, and Estate Planning Attorney Devin Seward to discuss "Income Planning" before or in your…
