Logical Planning

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 answer a listeners question pertaining the steps to take when beginning the retirement process and examine the current market with inflation beginning to materialize. Then in the “Find the Fees” segment they talk through index annuities. Matt is then joined by estate planning attorney Gerald Eidelman to answer a listeners question about blended family and the logistics of assets when either parent passes away. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to talk through Medicare supplements and if now is a good time to shop for them. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to examine some tax tips to consider while on social security.