Sept. 29, 2022
Losing a Spouse Early in Retirement
Matt Goolsby is joined by two financial advisors from Market Advisory Group, Danny Goolsby in the booth and Larry Kloefkorn in our remote studio. They discuss stagflation and address losing a spouse in the early stages of retirement. Matt is then joined by Bill Vawter of Market Medicare Advisors to expand on the lower cost of Medicare Plan B Premium. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk about the risks of not having an estate plan when you own a business. Lastly, Matt and lead CPA Joshua Cicora go in to detail about mixing withdrawals from different pots of money to minimize taxes in retirement.
