Episode Archive
April 15, 2023
How To Do LEGACY PLANNING For Retirement
Because your future matters, it's time to start thinking about legacy planning. In this episode, hear about personal stories from people making retirement decisions that impact finances, healthcare, taxes, and the uncertaint…
April 8, 2023
How To Plan Your Retirement For Success
This week, our advisor panel talks about retirement pitfalls and how working with a team can help your plan last. We discuss market volatility in our Client Corner segment, dental work in our Medicare segment, deed details w…
April 1, 2023
Securing Your Retirement In A Recession (plus Medicare, Estate, and Tax help!)
Advisors Matt Goolsby, Danny Goolsby, Julie Newton, and Larry Kloefkorn are here to keep you informed. On this episode, learn about retirement during a recession, tax planning vs tax preparation, and client stories regarding…
March 25, 2023
Bank Failures Across the Country and How To Not Blow $50 Million In Eight Years
In this episode of Retire Hour, the Market Advisory Group panel discusses the rampant bank failures we've seen in recent weeks. We also sit down with our Medicare expert about IRMA affecting your taxes, how a lottery winner …
March 18, 2023
I Owe How Much? When Taxes Catch You By Surprise.
In today's episode, we talk about Market Instability leading to pitfalls, knowing what you're paying Advisors for, and diversifying your portfolio. Then, our CPA shows how fast a fear-based decision can lead to a $35,000 Tax…
March 11, 2023
Client Corner: A Tale of Two Sisters
In today's episode, we unpack a client corner story that tracks the lives of two sisters and their investment decisions, a key segment you'll definitely want to watch. Then, our Retirement experts talk about the "red zone," …
March 4, 2023
Medicare Advantage Made Simple, Avoiding Probate, and Taxable Social Security
Guest host Rick Everett sits down with Trey Basa to make medicare simple and easy, Devin Seward for avoiding probate when it comes to estate planning, and Joshua Cicora to discuss the changes to tax law over time. Intro: 0:0…
Feb. 25, 2023
Managing CDs, Common Will Mistakes, and A Big Tax Mistake To Avoid
On this week's episode, the Retire Hour team discusses managing CDs (certificate of deposit), how much you really need to retire, houses as part of a trust, complications with changing your legal name, mistakes people make w…
Feb. 18, 2023
Retirement When A Spouse Passes Away
What are the next steps in retirement when a loved one passes away? Join the Retire Hour team as they discuss that crucial time period, weighing Medicare decisions, gifting vs not gifting assets to children, and a special Cl…
Feb. 13, 2023
Has Inflation Peaked? What To Do When Your Portfolio Changes
Intro: 0:00 Financial Advisors: Large Losses Early In Retirement - 0:21 Financial Advisors: Plot Your Course Ahead 'Cause The Runway Behind You Does You No Good - 9:05 Client Corner: You Don't Plan To Fail, You Fail To Plan …
Feb. 4, 2023
Roadblocks to Retirement, Paying Off Your Home, and Tax Prep vs Tax Advising (S06E05)
The Retire Hour team discusses common roadblocks people face while heading into retirement, questions about house payments, and the difference between tax preparation and tax advising. Got retirement questions for our hosts?…
Jan. 28, 2023
Lump Sum vs Monthly Pension Payments and Important Medicare Questions - Retire Hour S6 E4
The Retire Hour team debates choosing lump sum or monthly payment for pensions, retirement for divorcees, and dives deep into medicare questions and taxes. Intro: 0:00 Financial Advisors: Can't See the Forest Through the Fee…
Jan. 20, 2023
Tax Considerations for Retirement, Social Security Options and One Widow's Story
In this episode, the team breaks down tax options, nest eggs, and portfolio losses before diving into Social Security options. On today’s client corner, hear the story of Marie and how having an advisor who listens made all …
Jan. 19, 2023
Paycheck vs. Playcheck
Episode 1 of Season 6 of Retire Hour. Matt Goolsby is joined in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita and Jonathon McCoy remotely in Kansas City. They discuss how an integrated team can better help you…
Dec. 31, 2022
Year End Tax Prep
Episode 14 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita and Julie Newton remotely in Kansas City. They discuss tax withholding income planning. Next, Mat…
Dec. 24, 2022
Real Money Disaster
Episode 13 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Danny Goolsby and Larry Kloefkorn remotely in Wichita. They discuss the Secure Act 2.0 and how it affects you and your retirement. Next, Matt is joi…
Dec. 17, 2022
The Unlucky Heir
Episode 12 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Julie Newton remotely in Kansas City. They discuss the volatile stock market and different al…
Dec. 10, 2022
Strategic Liquidations
Episode 11 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss rising interest rates that could be cost…
Dec. 3, 2022
Wild Swings in the Market?
Larry Kloefkorn is joined by financial advisor Danny Goolsby as well as Jonathon McCoy from Market Advisory Group Kansas City where they talk about what an unhealthy relationship with your financial advisor might look like b…
Nov. 26, 2022
Phantom Income
Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby as well as Jonathon McCoy from Market Advisory Group Kansas City where they talk about Phantom Incomes that you may not recognize. Matt is then j…
Nov. 12, 2022
CPI (Consumer Price Index) Oh My!
Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby as well as Jonathon McCoy from Market Advisory Group Kansas City where they cover the recent state elections and the Consumer Price Index. Matt i…
Nov. 5, 2022
Non-Titled Assets
Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby as well as Jonathon McCoy from Market Advisory Group Kansas City where they answer a frequently asked question "Should I just be in cash?". Matt …
Oct. 29, 2022
Is Your Advisor Product or Process Driven?
On this Special Episode, Larry Kloefkorn is our Guest Host while Matt is on vacation. Larry is joined by Danny Goolsby in house where they discuss if Your Advisor is Product or Process Driven? Larry is then joined by Bill Va…