Feb. 19, 2022
Taxes & Investments
Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the role taxes play when making investments and incoming volatility. Then in the “Find the Fees” segment they take a a closer look at the potential hidden fees taxes could bring about. Matt is then joined by Bill Vawter, of Market Medicare Advisors to examine misleading Medicare marketing. Next Matt is joined by estate planning attorney Gerald Eidelman to talk through the process of transferring assets. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question regarding tax implication in Medicare.
