Oct. 22, 2022
Loaded Funds
Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby in house and we welcome back Jonathon McCoy from Market Advisory Group where they discuss the Cost of Loaded Funds. Matt is then joined by Bill Vawter of Market Medicare Advisors to explain staying on a current work plan or getting on Medicare. Next, Matt is joined by Gerald Eidelman with Eidelman Law Firm to answer the question "What kind of planning can be done for Medicaid?". Lastly, Matt and lead CPA Joshua Cicora go in to detail tax software issues and why a tax expert can better prepare you for the upcoming tax season.
