Potential Tax Increases

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the potential of the market going sideways with proposed regulations and taxes. Additionally they talk through the importance of a team approach when planning for retirement, and how Market Advisory Group offers that. Then in the “Find the Fees” segment they examine A Shares. Matt is then joined by Bill Vawter, of Market Medicare Advisors to elaborate on Medicare workshops Bill teaches, keys for open enrollment, and the risk of changing your Medicare plan without necessary planning. Matt is then joined by estate planning attorney Gerald Eidelman to talk through the benefits of involving your kids in your estate planning. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to give an update on potential tax increases.