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April 15, 2022

How Much Money Do You Need to Retire?

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Retire Hour

Episode 16 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 taxes in retirement and what millionaires should consider when retiring. Then in the “Find the Fees” segment they examine Income riders. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the process of changing between plans. Next Matt is joined by estate planning attorney Gerald Eidelman to chat about a sizable nest egg with a blended family. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question regarding moving money to a TSP account.