Episodes
Unexpected Changes
Aug. 16, 2020
Episode 11 of Retire Hour. Matt is in studio with Joshua Cicora, CPA with Market Tax Services, to discuss what medical expenses care be deducted. Medicare Advisor, Bill Vawter tells a story about a client who is eligible for…
Social Security
Aug. 9, 2020
Episode 10 of Retire Hour. The entire is dedicated to Social Security. Matt is joined in studio by Jonathon McCoy, financial advisor at Market Advisory Group, to discuss what you need to know and consider when you are thinki…
Available Options
Aug. 2, 2020
Episode 9 of Retire Hour. Larry Kloefkorn joins Matt in the studio to talk about a pair of brothers that came into his office needs to help their mother with various issues and how his team was able to help them with each an…
Volatility and Planning
July 26, 2020
Episode 8 of Retire Hour. Danny Goolsby joins Matt in studio this week. Danny discusses sequence of returns and how volatility in the stock market affects your portfolio. Estate Planning Attorney, Gerald Eidelman, talks abou…
Know Your Options
July 19, 2020
Episode 7 of Retire Hour. Matt is joined in studio by Financial Advisor, Larry Kloefkorn, to talk about a couple that received an unexpected offer from their job, and needed help determining if it affected when they could re…
Avoiding Pitfalls
July 12, 2020
Episode 6 of Retire Hour. Jonathon McCoy joined Matt in studio to tell the story of a couple he helped determine if they were ready to retire and how to be prepared for unexpected expenses along the way. Bill Vawter talks ab…
Ready for Retirement?
July 5, 2020
Episode 5 of Retire Hour. This weeks Danny joins Matt to share a story from one of his clients that was unsure if they could retire. Joshua Cicora, of Market Tax Services, goes over some of the advantages of a ROTH IRA conve…
Real World Scenarios
June 28, 2020
Episode 4 of Retire Hour. Matt Goolsby hosts the show and is joined by Medicare Advisor, Bill Vawter, to discuss how Medicare works with other types of health insurance. Joshua Cicora talks with Matt about the different type…
Things to know
June 21, 2020
Episode 3 of Retire Hour. Today on the show Larry Kloefkorn & Matt Goolsby sit down to talk about some of the less obvious benefits of having a financial advisor. CPA Joshua Cicora joins the show to go over some of the diffe…
Plan Ahead
June 14, 2020
Episode 2 of Retire Hour. Today on the show Matt Goolsby & Jonathon McCoy discuss the importance of having a plan for your retirement and using it to guide your decisions when adapting to changes in your income or life situa…
So Many Changes...
June 7, 2020
Episode 1 of Retire Hour. Today on the show Danny & Matt Goolsby host a discussion about things to pay attention to during this challenging time. Joshua talks about changes to the tax picture with the CARES Act. Bill explain…