The Retirement Puzzle

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 financial steps needed to take if a spouse receives a tragic diagnosis and differentiate the differences advisors working in the same market bring to the table. Then in the “Find the Fees” segment they examine CD’s and the tradeoff’s they present. Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to answer a question from a listener revolving around a precious metal investment and the tax implications it presents. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through a companies recent advertisements on social media that that creates trust for people. Lastly, Matt is then joined by Bill Vawter, of Market Medicare Advisors to discuss recent medicare ads staring Joe Namath and potential misinformation they present in planning for your medicare.