Sept. 27, 2020
Undue Risk
Episode 17 of Retire Hour. Matt and Danny Goolsby, of Market Advisory Group, discuss a recent appointment where the prospective-client was ignoring some risks in his portfolio, and some of the changes Danny suggested to reduce his risk. Bill Vawter, of Market Medicare Advisors, talks about a meeting he had with a person that had just moved to town, and in reviewing their current insurance plans, he discovered he could save them $1,000 per month! Gerald Eidelman, of Eidelman Law Firm, looks at different ways to protect your heirs from being tangled up in a family feud. Joshua Cicora, CPA with Market Tax Services, looks at how you can tax plan now to be better setup for retirement.
