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Dec. 17, 2022

The Unlucky Heir

Episode 12 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Julie Newton remotely in Kansas City. They discuss the volatile stock market and different alternatives you can consider. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to talk about starting Medicare at a different time than Social Security. Matt is then joined by estate planning attorney Gerald Eidelman to discuss how young is too young for estate planning. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to talk through a scenario with an unlucky heir.

Intro: 0:00

Financial Advisors: Volatile Stock Market - 0:21

Financial Advisors: Cashing Out IRAs - 9:19

Financial Advisors: Taxes And Investments - 17:04

Medicare Advisor: Starting Medicare and SS At Different Times - 23:27

Eidelman Law Advisor: How Young Is Too Young - 32:12

CPA: The Unlucky Heir - 41:29

Credits: 46:21

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.