Be Alert

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Jonathon McCoy and Danny Goolsby remotely. They discuss investments in precious metals and the predicament of advisors pushing product vs having a plan. Additionally Matt introduces a new segment called “Find The Fees” with the goal of calling out different fees both good or bad, and see how they function according to your money management. Matt is then joined by estate planning attorney Gerald Eidelman to talk through different strategies with estate planning when it comes to a spouse passing away, blended families, and step children. Next, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to cover donor advised funds and who should consider them. Finally, Matt is joined by Bill Vawter, of Market Medicare Advisors to talk through a question asked by a listener about medicare advantage plan.