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Jan. 19, 2023

Paycheck vs. Playcheck

Episode 1 of Season 6 of Retire Hour. Matt Goolsby is joined in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita and Jonathon McCoy remotely in Kansas City. They discuss how an integrated team can better help you create your retirement plans. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to talk about a rare special circumstance when it comes to Medicare. Matt is then joined by attorney Gerald Eidelman to discuss a family's discovery of a father's pension plan. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to delve deeper into Secure Act 2.0.

Intro: 0:00

Financial Advisors: Teamwork Makes The Dream Work - 0:21

Financial Advisors: Ride It Out? - 9:16

Financial Advisors: Love Letter From The IRS - 15:52

Medicare Advisor: First Of The Month - 23:57

Eidelman Law Advisor: Found Pension Plan - 32:45

CPA: Secure Act 2.0 - 41:00

Credits: 47:32

Learn more about the show, the team behind it, and where else to listen at: https://retirehour.com

Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.