Episode Archive
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…
Oct. 21, 2023
When You Should Retire, Estate Planning Gone Wrong, And Medicare Changes
Let's talk about your ideal retirement age, some major market news, and a client story from our advisors. Then, we'll bring on our estate planning attorney, medicare advisor, and tax professional. Intro: 0:00 Financial Advis…
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…