March 12, 2022
New Inflation Numbers
Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss new inflation numbers and talk through a recent meeting they had widowed woman who is having to handle her finances for the first time. Then in the “Find the Fees” segment they examine advisors that are product driven and process driven. Matt is then joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question regarding the best course of action when retiring a with a disability. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question concerning the effects a net worth could have on a trust and an estate plan. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about PTC income limits.
