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Jan. 1, 2022

Fee Based vs Commission Advisors

Episode 1 of Season 4 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss continual inflation in the market and the benefits of working with a team when planning for your retirement. Then in the “Find the Fees” segment they compare and contrast fee based advisors and commission bases advisors. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the steps people on medicare can take if they missed open enrollment and want to change their coverage. Next, Matt is joined by estate planning attorney Gerald Eidelman to examine the secure act and the impact it could have on a trust. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about withholdings and the importance of resisting them at the beginning of the year.