This episode of Retire Hour is all about helping you find hidden fees when it comes to taxes on your retirement account, and understanding the benefits of good estate planning attorneys, medicare open enrollment assistance, and avoiding high taxes. Intro: 0:00 Financial Advisors:Tossed To And Fro - 0:21 Financial Advisors:…
Intro: 0:00 Financial Advisors: Inflation Insurgency - 0:21 Financial Advisors: Social Security Tax Torpedo - 7:43 Client Corner: Cause More Problems Than They Solve - 16:42 Medicare Advisor: Reset The Clock - 24:04 Eidelman Law Advisor: "Is A Will Needed If I Have A Trust?" - 32:39 CPA: Secret Option…
What is normal when it comes to financial advising? Do I need to move my 401K when I leave work? What are the pros & cons? Do I have to take Medicare at age 65? Intro: 0:00 Financial Advisors: What Is Normal? - 0:21 Financial Advisors: Love The Sound Of…
The Retire Hour team discusses relevant news and retirement planning topics that give you what you need to retire better. Submit a question to RetireHour.com to have it featured on air. This episode features helpful updates on estate planning, taxes in retirement, the TCJA, and interest rates from the Federal…
The Retire Hour team talks about the recent bank downgrades, important news from around the global economy, plus Medicare, estate planning, and tax help. Intro: 0:00 Financial Advisors: Even More Bank Downgrades? - 0:21 Financial Advisors: When Financial Advisors Can't Speak To Taxes - 8:39 New Client Corner: How To…
We are back with our full panel of financial advisors once again discussing tax planning, retirement strategies, investment ideas, and what you should do with your estate if you heir spends, uh, creatively. Intro: 0:00 Financial Advisors: Will The Recession Ever Come? - 0:21 Financial Advisors: The Tax Man Doesn't…
How do I prepare for retirement? We answer all that and more on a brand new episode of Retire Hour. We answer questions on the recent back downgrades in the US stock market and more. Intro: 0:00 Financial Advisors: Bank Downgrades - 0:21 Financial Advisors: Taxes Are Going Up -…
Would you take a loan from someone without knowing the interest rate? This episode will talk about the volatile stock market, misleading mailers retirees get around age 65, and protecting how a business is passed on after death. Intro: 0:00 Financial Advisors: Not In A True Bull Market - 0:21…
Have you ever had a gut feeling you're being scammed? This episode will talk about experiences with being scammed in Medicare and health insurance, common retirement topics for investing, and good tax news from the IRS. Intro: 0:00 Financial Advisors: You Shouldn't Have To Be Referred To Someone Else -…
This week, we're talking about inflation in the stock market and other financial news out of Washington that could impact your retirement plan. Our advisor panel will help you avoid "tax bombs" and discuss the importance of your plan when you move. Don't forget to stick around for our estate…
Retire Hour this week focuses on how taxes are overlooked in retirement planning. Host Matt Goolsby is here with Larry, Jonathon, Joshua and more to discuss all things retirement. Intro: 0:00 Financial Advisors: Social Security Formula - 0:21 Financial Advisors: Retirement Planning Is More Than Just Investments - 8:58 Client…
It's time to discuss finances, and advisors you use to invest. What fees do they charge? What taxes are you looking at on your nest egg or social security? Our financial advisor panel will discuss these and more. Don't forget to watch the end for our segments on Medicare, Estate…
This week's Retire Hour covers the A-word, what happens what havoc is wreaked on your nest egg, estate plans for those with no children, and tax pitfalls. Intro: 0:00 Financial Advisors: Let's Talk About The A-Word - 0:21 Financial Advisors: There's This Big Pot Of Money - 9:35 Client Corner:…
Use our Retirement Tax Calculator here: www.retirementtax.com This episode features helpful tax advice for those nearing retirement, and the money and financial decisions you'll need to make to help you earn money and maximize your investments. Intro: 0:00 Financial Advisors: Don't You Want Your Taxes At A Discount? - 0:21…
Retire Hour this week is FULL of great tips. Guest Host Rick Everett is here with Larry, Danny, Julie, and more to discuss all things retirement. Intro: 0:00 Financial Advisors: "I Don't Want My Money On A Roller Coaster" - 0:21 Financial Advisors: Red Zone Mentality - 9:24 Client Corner:…
Our advisors struggle to find the words in this humorous #fridayfunnies clip. #funny #lol #shorts #comedy #advisors #money
What's going on with the U.S. debt limit? Is the stock market news something to worry about? I'm worrying about my retirement, do I have all of my options lined up? Is my plan working? All these questions and more are on this week's Retire Hour. Intro: 0:00 Financial Advisors:…
In this episode of Retire Hour, Market Advisory Group's advisors discuss the debt-ceiling negotiations, who needs to plan for taxes, retirement teamwork and Medicare Select policies. Intro: 0:00 Financial Advisors: "Sonny, I'm 80-Years-Old, I Can't Weather The Storm, I Don't Even Buy Green Bananas" - 0:21 Financial Advisors: You Don't…
The Retire Hour crew discusses current market inflation, prices surging upward across the board, and how to tell if your advisor is ethical or not. Our Medicare, Estate, and Tax segments will give you key information also. Also...did Matt ROAST Gerald in the estate segment??? Intro: 0:00 Financial Advisors: Prices…
Retire Hour's advisor panel, Medicare agent, estate planning attorney, and tax CPA are here to address the big changes in the U.S. Stock Market, and key updated you need to know moving forward for your retirement. Intro: 0:00 Financial Advisors: How Do I Get Ready For Retirement? - 0:21 Financial…
Retirement can be complicated. We're simplifying social security questions for you on this episode as well as talking about money implications of death, lump sum pensions, and the taxes behind it all. Intro: 0:00 Financial Advisors: Back Dating Social Security? - 0:21 Financial Advisors: Lump Sum Pensions - 8:52 Client…
A recent news report showed the U.S. could be defaulting on debt. Our financial advising panel discusses this and planning your life for a potential loss of a spouse. We'll also talk about cancer policy in our Medicare segment, owning a business as it relates to your estate, and filing…
Because your future matters, it's time to start thinking about legacy planning. In this episode, hear about personal stories from people making retirement decisions that impact finances, healthcare, taxes, and the uncertainty of the world from our professionals. Intro: 0:00 Financial Advisors: Surprise Death And Its Consequences - 0:21 Financial…