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Nov. 26, 2022

Phantom Income

Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby as well as Jonathon McCoy from Market Advisory Group Kansas City where they talk about Phantom Incomes that you may not recognize. Matt is then joined by Bill Vawter of Market Medicare Advisors where they continue to talk about Medicare's Open Enrollment that ends on December 7th. Next, Matt is joined by Gerald Eidelman with Eidelman Law Firm to explain why creating an Estate Plan isn't enough? Lastly, Matt and lead CPA Joshua Cicora continue the Estate Planning conversation but from the Tax perspective.