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Dec. 10, 2022

Strategic Liquidations

Episode 11 of Season 5 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 rising interest rates that could be costing you money. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to explain what happens if you regret your choice during Medicare Open Enrollment. Matt is then joined by estate planning attorney Gerald Eidelman to discuss the tax implications of your estate plans. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to talk through strategic liquidations that can lessen your tax burden.

Intro: 0:00

Financial Advisors: Rising Interest Rates - 0:21

Financial Advisors: Tax-Efficient Retirement - 8:25

Financial Advisors: Life Insurance Policies - 15:32

Medicare Advisor: Open Enrollment is Over - 22:54

Eidelman Law Advisor: Estate Tax Planning - 32:35

CPA: Strategic Liquidations - 40:09

Credits: 45:58

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.