Season 6
Riding the MONEY ROLLERCOASTER, 3 Tips For Retirement, and 4th Quarter Tax Planning
June 3, 2023
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" - …
BIG RETIREMENT QUESTIONS (plus updates on stocks, banks, and the debt ceiling)
May 27, 2023
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…
Peace In Your Retirement Plan, Tax Pain, and Green Bananas
May 20, 2023
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…
Is Your Financial Advisor Ethical?
May 13, 2023
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…
What Do I Do When There's Big Changes In The Market?
May 6, 2023
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…
When To File Social Security, Tax Implications, And Where Your Money Goes When You Die
April 29, 2023
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…
Will the United States default on debt soon? (plus help with pensions, cancer, and filing taxes).
April 22, 2023
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…
How To Do LEGACY PLANNING For Retirement
April 15, 2023
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…
How To Plan Your Retirement For Success
April 8, 2023
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…
Securing Your Retirement In A Recession (plus Medicare, Estate, and Tax help!)
April 1, 2023
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…
Bank Failures Across the Country and How To Not Blow $50 Million In Eight Years
March 25, 2023
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 …
I Owe How Much? When Taxes Catch You By Surprise.
March 18, 2023
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…
Client Corner: A Tale of Two Sisters
March 11, 2023
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," …
Medicare Advantage Made Simple, Avoiding Probate, and Taxable Social Security
March 4, 2023
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…
Managing CDs, Common Will Mistakes, and A Big Tax Mistake To Avoid
Feb. 25, 2023
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…
Retirement When A Spouse Passes Away
Feb. 18, 2023
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…
Has Inflation Peaked? What To Do When Your Portfolio Changes
Feb. 13, 2023
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 …
Roadblocks to Retirement, Paying Off Your Home, and Tax Prep vs Tax Advising (S06E05)
Feb. 4, 2023
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?…
Lump Sum vs Monthly Pension Payments and Important Medicare Questions - Retire Hour S6 E4
Jan. 28, 2023
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…
Tax Considerations for Retirement, Social Security Options and One Widow's Story
Jan. 20, 2023
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 …
Paycheck vs. Playcheck
Jan. 19, 2023
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…