Episode Archive
April 20, 2024
Determining Retirement Eligibility, Tax Season Recap, and Mandatory 401k Withdrawals
On this episode of Retire Hour, we answer a listener's question about mandatory 401k withdrawals, the 4% rule of retirement, and being "lost in the forest." We'll also speak with our medicare advisor for procedure denials an…
April 13, 2024
Alfred E Neuman On Retirement, What To Do With IRAs, And Medicaid Help
Retire Hour goes mad magazine in this episode where we discuss Alfred E Neuman's thoughts on the retirement landscape, a listener question about restarting IRAs, plus tips on medicare, medicaid, and tax miracles. #money #fin…
April 6, 2024
Money Vs. Time In Retirement, Social Security for Widowers, and Kevin's Tax Story
In retirement planning, advisors like us can help increase your money, but we cannot add more time. We'll talk about that dynamic in this episode. Our client question segment comes to us from a widower needing to know if the…
March 30, 2024
Your Financial Fingerprint Matters (Plus Tax Concerns!)
Our financial advisors will discuss putting off retirement, a client question about financial fingerprints, plus medicare, estate law, and tax concerns with April 15th rapidly approaching. Intro: 0:00 Financial Advisors: Cla…
March 23, 2024
Is There Ever A Good Time To Sell, Ad-Hoc Management, and Tax Hits From CDs
If you are retiring soon and your company has no Human Resources to guide you, or your estate planning is getting complicated with your business partnership, we dive deep on these issues this week along with tax hits from CD…
March 16, 2024
Ex-Spouse's Social Security, HSAs, And The IRS Is Coming For You
SS, HSAs, and IRS. It's the week of acronyms. Watch as we break them down for you. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advis…
March 15, 2024
Retire Hour Is LIVE At The Wichita Home Show
Retire Hour answers your questions live at the Home Show in Wichita, KS #money #financialhelp #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: Financial Question…
March 9, 2024
Divorce, In-Laws, & Tax Planning: How They Impact Retirement
Life is messy, and big events can have big consequences. Let's talk about it right here on Retire Hour. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro:…
March 2, 2024
High Fees, the 65th Birthday Checklist, and Tax Liabilities
Financial advisor Danny Goolsby brings a toilet to the show to tell you what he thinks of high fees, tax brackets and liabilities get discussed ahead of April 15th, and we answer a listener's question about turning 65. #mone…
Feb. 24, 2024
Retirement By TEAM (& How You Can Do It, Too!)
Learn how to go with a team-based retirement approach with our team of professionals. This week, social security concerns, bonds vs stocks, marriage in estate planning, and CD interests. #money #financialhelp #daveramsey #re…
Feb. 17, 2024
TAX TAKEOVER! IRA's, Social Security, and More
This week's episode features Joshua Cicora, Lead CPA of Market Tax Services as he talks with advisors about investment strategies with tax concerns, IRMAA, Inheritance, and Phantom Income. #money #financialhelp #daveramsey #…
Feb. 10, 2024
New Social Security Tax Laws, Medicare A & B, & Honoring A Retire Hour Fan
This week's episode features investment strategies, a tribute to a special listener of our show, Medicare assistance, and state laws in Missouri changing for Social Security. #money #financialhelp #daveramsey #retirement #re…
Feb. 3, 2024
Roth Conversions, Financial Advisor Duties, And Avoiding Tax Mines
Tax season can bring devastating problems to your portfolio and plans if not done properly. This episode shows you how Market Advisory Group brings finances and taxes together in harmony, plus updates in healthcare and estat…
Jan. 27, 2024
How To Phase Into Retirement, HSAs, and Long-Term Care Plans
This episode of Retire Hour covers how you should rewire your thinking on retirement, and how you should phase into it when you're ready. We'll also talk with our medicare, estate planning, and tax CPA for your educational b…
Jan. 20, 2024
CDs and Tax Consequences, Healthcare Questions, and the "Escaped Prisoner" Analogy
Retire Hour is back with the team approach to retirement, helping you navigate important issues like tax and health concerns, and going over what you'll need to know in 2024. #money #financialhelp #daveramsey #retirement #re…
Jan. 13, 2024
Are you really ready for retirement, who your money works for, and what is I.R.M.A.A.?
Who is working for who when it comes to your money? Are you even ready for retirement in the first place? The Retire Hour team is back for season 7 in 2024 ready to give you actionable and helpful information for you to reti…
Dec. 23, 2023
Christmas Special
It's a Holiday Special. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation Intro: 0:00 Financial Advisors: Naughty Or Nice Markets- 0:21 Financial Advisors: Social Security And Santa - 9:52 C…
Dec. 16, 2023
Tax Help, Crafting Your Will, And The Market Advisory Group Process
This episode of Retire Hour will give you insights on your investments, what to do with your will, managing tax difficulties, and how Retire Hour's team uses the Market Advisory Group approach to retirement planning. #money …
Dec. 9, 2023
Making Wise Financial Decisions, Roth Conversions, And Is Recession Looming?
The 2023 calendar year is winding down. Are you prepared with tax planning as we approach 2024? Is your portfolio where you want it to be? Let's talk about client stories from people like you wanting to find the best way to …
Dec. 2, 2023
Retirement For The "Sandwich Generation"
What's the sandwich generation and how can they plan for retirement? Our team discusses real stories of tax planning, estate information, Medicare open enrollment, and finance tips and tricks for you if you're in the sandwic…
Nov. 25, 2023
How Much You Need To Retire, Income Questions, and Estate Plan Bending
The Retire Hour team is here to answer your questions on retirement, discuss breaking news in the market, and discuss estate planning, Medicare, and taxes all in one show. This episode features plenty of key information and …
Nov. 18, 2023
WIN Your Retirement: Help with Taxes, Medicare, and Transferring A Business
The Retire Hour team is here to discuss two clients' must-hear story, how to manage tax planning, underwriting in Medicare, and how to transfer a business upon death. How is your retirement planning going? Let us know in the…
Nov. 11, 2023
How Does A "Retirement Team" Work?
Find out how our financial advisors work with CPAs, Medicare advisors, and estate planning attorneys as well as relevant national news. #retirement #retirementplanning #money #investing #medicare #taxes Intro: 0:00 Financial…
Nov. 4, 2023
Volatile Bonds, Tax Planning Strategies, and The Hot Sauce Analogy
The Retire Hour team is here to discuss income planning, investing, estate planning, taxes, and Medicare. A retirement team for you is one click away: www.marketadvisorygroup.com Intro: 0:00 Financial Advisors: Are Bonds Rea…