Feb. 28, 2021
Mixed Signals
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss inflation concerns and necessary things to pay attention to when planning for retirement. Additionally, they talk through the cape index and use it to gauge the current market. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through Group Plans and what to expect as you or your spouse approaches the age 65. Next, Matt is joined by estate planning attorney Gerald Eidelman to discuss the process of transferring assets to the next generation while also receiving a benefit. Finally, Matt is joined by the lead CPA of Market Tax Services, Joshua Cicora to go through 5 tax tips for this current tax season and important information to pay attention to in retirement.
