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Dec. 24, 2022

Real Money Disaster

Episode 13 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Danny Goolsby and Larry Kloefkorn remotely in Wichita. They discuss the Secure Act 2.0 and how it affects you and your retirement. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to talk about penalties when you don't have a drug plan. Matt is then joined by attorney Gerald Eidelman to discuss how Secure Act 2.0 affects estate planning. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to talk about changes in Required Minimum Distribution with Secure Act 2.0.

Intro: 0:00

Financial Advisors: Secure Act 2.0 - 0:21

Financial Advisors: IRA Inheritance - 8.46

Financial Advisors: Coming Recession - 17:20

Medicare Advisor: Starting Medicare and SS At Different Times - 23:43

Eidelman Law Advisor: How Young Is Too Young - 32:31

CPA: The Unlucky Heir - 39.31

Credits: 47:00

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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.