April 17, 2021
Consider Your Options
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss the medias recent fascination with REITs and the process of transitioning from work to retirement. Then in the new find the fees segment Danny talks through a recent conversation he had with a client about Unit Investment Trusts. Matt is then joined by Bill Vawter, of Market Medicare Advisors to examine the connections your income has to medicare. Next, Matt is then joined by estate planning attorney Gerald Eidelman to cover the steps needed to take if you lose a loved one. Finally Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to discuss the process of finding a new CPA if yours has retired or passed away.
