Complete Retirement Education. Every week.
June 5, 2021

Building Internal Value

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They answer a listeners question concerning retiring early and the potential affects it could have on social security. Additionally they talk through the factors to consider when changing advisors after retirement. Then in the ‘Find the Fees” segment all four advisors discuss the ever changing topic of bonds. Matt is then joined by Bill Vawter, of Market Medicare Advisors to clear up the fear/negative feelings many people have towards Medicare Advantage, and the importance of knowing specifics about each medicare plan out there. Next Matt talks through the importance of reviewing your Estate plan, as well as, giving some first hand examples that him and estate planning attorney Gerald Eidelman have witnessed. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about crypto currencies and the implications it could have on taxes.