Episode Archive
Oct. 14, 2023
Inflation Tips, Spending in Retirement, and Roth Conversions
The Retire Hour team is here to educate you on how to manage roth conversions, what to do with your money during inflation, and the new "Scope of Appointment" you'll get regarding Medicare. Learn more about the team and a re…
Oct. 7, 2023
Retirement Hour - FULL EPISODE - Market Advisory Group
#podcast #financialadvisor #retirement #money #medicare #estateplanning #cpa #investing Intro: 0:00 Financial Advisors: Hectic Week - 0:21 Financial Advisors: The Cat's Meow - 8:02 Client Corner: Stocks And Bonds Are Getting…
Sept. 30, 2023
Will The Government Shutdown Affect You? (Will you have F.O.M.O.?)
On this episode, we'll talk about the latest updates from the U.S. Government as it impacts retirement planning, as well as discuss relevant client stories and if you should do anything different with your retirement plan, w…
Sept. 23, 2023
HIDDEN FEES, Taxes, Plus Fred & Wilma's Big Problem...
This episode of Retire Hour is all about helping you find hidden fees when it comes to taxes on your retirement account, and understanding the benefits of good estate planning attorneys, medicare open enrollment assistance, …
Sept. 16, 2023
Inflation Is a Challenge - Plus Tax Torpedoes, Medicare, Tax, and Estate Help
Intro: 0:00 Financial Advisors: Inflation Insurgency - 0:21 Financial Advisors: Social Security Tax Torpedo - 7:43 Client Corner: Cause More Problems Than They Solve - 16:42 Medicare Advisor: Reset The Clock - 24:04 Eidelman…
Sept. 9, 2023
401K Pros & Cons, the Sound of "Tax-Free," and Taking Medicare at Age 65
What is normal when it comes to financial advising? Do I need to move my 401K when I leave work? What are the pros & cons? Do I have to take Medicare at age 65? Intro: 0:00 Financial Advisors: What Is Normal? - 0:21 Financia…
Sept. 2, 2023
Interest Rates Going Up, Don't Put Off Estate Planning, and The TCJA
The Retire Hour team discusses relevant news and retirement planning topics that give you what you need to retire better. Submit a question to RetireHour.com to have it featured on air. This episode features helpful updates …
Aug. 26, 2023
How To Change Financial Advisors, U.S. Bank Downgrades, And Tax Planning
The Retire Hour team talks about the recent bank downgrades, important news from around the global economy, plus Medicare, estate planning, and tax help. Intro: 0:00 Financial Advisors: Even More Bank Downgrades? - 0:21 Fina…
Aug. 19, 2023
Will The Recession Ever Come?! Plus Tax Planning & What To Do When Your Heir Overspends
We are back with our full panel of financial advisors once again discussing tax planning, retirement strategies, investment ideas, and what you should do with your estate if you heir spends, uh, creatively. Intro: 0:00 Finan…
Aug. 12, 2023
Broken Healthcare Systems, Social Security With Kids, and Bank Downgrades
How do I prepare for retirement? We answer all that and more on a brand new episode of Retire Hour. We answer questions on the recent back downgrades in the US stock market and more. Intro: 0:00 Financial Advisors: Bank Down…
July 29, 2023
The Blank Check Analogy, Misleading Mailers, and Not a True Bull Market
Would you take a loan from someone without knowing the interest rate? This episode will talk about the volatile stock market, misleading mailers retirees get around age 65, and protecting how a business is passed on after de…
July 22, 2023
SCAMS To Watch For In Medicare, Being In Control of Retirement, and Good News From the IRS
Have you ever had a gut feeling you're being scammed? This episode will talk about experiences with being scammed in Medicare and health insurance, common retirement topics for investing, and good tax news from the IRS. Intr…
July 15, 2023
Avoiding Tax Bombs, Pitfalls for Retirees, and What To Do When You Move
This week, we're talking about inflation in the stock market and other financial news out of Washington that could impact your retirement plan. Our advisor panel will help you avoid "tax bombs" and discuss the importance of …
July 8, 2023
The United States' Obligation to Medicaid, the Social Security Formula, checking in on Taxes
Retire Hour this week focuses on how taxes are overlooked in retirement planning. Host Matt Goolsby is here with Larry, Jonathon, Joshua and more to discuss all things retirement. Intro: 0:00 Financial Advisors: Social Secur…
June 24, 2023
Fees, Taxes, and Other Retirement Things Your Financial Advisor Doesn't Want You To Know
It's time to discuss finances, and advisors you use to invest. What fees do they charge? What taxes are you looking at on your nest egg or social security? Our financial advisor panel will discuss these and more. Don't forge…
June 17, 2023
Nest Egg HAVOC, Medicare Myths, and the Sliding Scale of Taxation
This week's Retire Hour covers the A-word, what happens what havoc is wreaked on your nest egg, estate plans for those with no children, and tax pitfalls. Intro: 0:00 Financial Advisors: Let's Talk About The A-Word - 0:21 Fi…
June 10, 2023
Discounted Taxes, Spending Down, and How Much You'll Pay In Retirement
Use our Retirement Tax Calculator here: www.retirementtax.com This episode features helpful tax advice for those nearing retirement, and the money and financial decisions you'll need to make to help you earn money and maximi…
June 3, 2023
Riding the MONEY ROLLERCOASTER, 3 Tips For Retirement, and 4th Quarter Tax Planning
Retire Hour this week is FULL of great tips. Guest Host Rick Everett is here with Larry, Danny, Julie, and more to discuss all things retirement. Intro: 0:00 Financial Advisors: "I Don't Want My Money On A Roller Coaster" - …
May 27, 2023
BIG RETIREMENT QUESTIONS (plus updates on stocks, banks, and the debt ceiling)
What's going on with the U.S. debt limit? Is the stock market news something to worry about? I'm worrying about my retirement, do I have all of my options lined up? Is my plan working? All these questions and more are on thi…
May 20, 2023
Peace In Your Retirement Plan, Tax Pain, and Green Bananas
In this episode of Retire Hour, Market Advisory Group's advisors discuss the debt-ceiling negotiations, who needs to plan for taxes, retirement teamwork and Medicare Select policies. Intro: 0:00 Financial Advisors: "Sonny, I…
May 13, 2023
Is Your Financial Advisor Ethical?
The Retire Hour crew discusses current market inflation, prices surging upward across the board, and how to tell if your advisor is ethical or not. Our Medicare, Estate, and Tax segments will give you key information also. A…
May 6, 2023
What Do I Do When There's Big Changes In The Market?
Retire Hour's advisor panel, Medicare agent, estate planning attorney, and tax CPA are here to address the big changes in the U.S. Stock Market, and key updated you need to know moving forward for your retirement. Intro: 0:0…
April 29, 2023
When To File Social Security, Tax Implications, And Where Your Money Goes When You Die
Retirement can be complicated. We're simplifying social security questions for you on this episode as well as talking about money implications of death, lump sum pensions, and the taxes behind it all. Intro: 0:00 Financial A…
April 22, 2023
Will the United States default on debt soon? (plus help with pensions, cancer, and filing taxes).
A recent news report showed the U.S. could be defaulting on debt. Our financial advising panel discusses this and planning your life for a potential loss of a spouse. We'll also talk about cancer policy in our Medicare segme…