Episode Archive
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…
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…