This week, our advisor panel talks about retirement pitfalls and how working with a team can help your plan last. We discuss market volatility in our Client Corner segment, dental work in our Medicare segment, deed details with our Estate Attorney, and CD's at the bank during Tax Talk. Intro:…
Advisors Matt Goolsby, Danny Goolsby, Julie Newton, and Larry Kloefkorn are here to keep you informed. On this episode, learn about retirement during a recession, tax planning vs tax preparation, and client stories regarding Medicare, Estate Planning, and Taxes. Visit us at www.marketadvisorygroup.com for a free consultation. Intro: 0:00 Financial…
In this episode of Retire Hour, the Market Advisory Group panel discusses the rampant bank failures we've seen in recent weeks. We also sit down with our Medicare expert about IRMA affecting your taxes, how a lottery winner blew $50 Million in just eight years, and tax information you'll need…
In today's episode, we talk about Market Instability leading to pitfalls, knowing what you're paying Advisors for, and diversifying your portfolio. Then, our CPA shows how fast a fear-based decision can lead to a $35,000 Tax Bill if you don't have someone in your corner with the right expertise. Intro:…
In today's episode, we unpack a client corner story that tracks the lives of two sisters and their investment decisions, a key segment you'll definitely want to watch. Then, our Retirement experts talk about the "red zone," cashflow, and our CPA goes over all sorts of acronyms. Intro: 0:00 Financial…
Guest host Rick Everett sits down with Trey Basa to make medicare simple and easy, Devin Seward for avoiding probate when it comes to estate planning, and Joshua Cicora to discuss the changes to tax law over time. Intro: 0:00 Financial Advisor: Interest Rate Hikes Pros And Cons - 0:21…
On this week's episode, the Retire Hour team discusses managing CDs (certificate of deposit), how much you really need to retire, houses as part of a trust, complications with changing your legal name, mistakes people make with wills, backdoor Roths, and tax mistakes. Intro: 0:00 Financial Advisors: CD Interest Rates…
What are the next steps in retirement when a loved one passes away? Join the Retire Hour team as they discuss that crucial time period, weighing Medicare decisions, gifting vs not gifting assets to children, and a special Client Corner. Intro: 0:00 Financial Advisors: Easy To Be Long-Term Investor 'Til…
Intro: 0:00 Financial Advisors: Large Losses Early In Retirement - 0:21 Financial Advisors: Plot Your Course Ahead 'Cause The Runway Behind You Does You No Good - 9:05 Client Corner: You Don't Plan To Fail, You Fail To Plan - 17:02 Medicare Advisor: That Price Creeps Up - 24:14 Eidelman…
The Retire Hour team discusses common roadblocks people face while heading into retirement, questions about house payments, and the difference between tax preparation and tax advising. Got retirement questions for our hosts? Submit yours at https://retirehour.com. Intro: 0:00 Financial Advisors: Optimize Your Social Security - 0:21 Financial Advisors: Uncle Sam…
The Retire Hour team debates choosing lump sum or monthly payment for pensions, retirement for divorcees, and dives deep into medicare questions and taxes. Intro: 0:00 Financial Advisors: Can't See the Forest Through the Fees - 0:21 Financial Advisors: Rights For Divorcés - 8:53 Client Corner: Tax Consequences - 17:59…
The Market Advisory Group team discusses the "sideways" market and what that means for your portfolio, the team approach for retirement, estate planning, and a client's story about filing for Medicare. Be sure to visit RetireHour.com or MarketAdvisoryGroup.com to learn more about finding the right team for your retirement.
In this episode, the team breaks down tax options, nest eggs, and portfolio losses before diving into Social Security options. On today’s client corner, hear the story of Marie and how having an advisor who listens made all the difference. Finally, they’ll discuss a widow’s story of medical bills and…
Episode 1 of Season 6 of Retire Hour. Matt Goolsby is joined in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita and Jonathon McCoy remotely in Kansas City. They discuss how an integrated team can better help you create your retirement plans. Next, Matt is joined by Bill Vawter,…
Episode 14 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 tax withholding income planning. Next, Matt is joined by Cory Hiebert, of Market Medicare Advisors to talk about indemnity…
Episode 13 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Danny Goolsby and Larry Kloefkorn remotely in Wichita. They discuss the Secure Act 2.0 and how it affects you and your retirement. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to talk…
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…
Episode 11 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss rising interest rates that could be costing you money. Next, Matt is joined by Bill Vawter, of Market Medicare…
Larry Kloefkorn is joined by financial advisor Danny Goolsby as well as Jonathon McCoy from Market Advisory Group Kansas City where they talk about what an unhealthy relationship with your financial advisor might look like before tackling the wild swings in the market. Larry is then joined by Bill Vawter…
Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby as well as Jonathon McCoy from Market Advisory Group Kansas City where they talk about Phantom Incomes that you may not recognize. Matt is then joined by Bill Vawter of Market Medicare Advisors where they continue to talk…
Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby as well as Jonathon McCoy from Market Advisory Group Kansas City where they cover the recent state elections and the Consumer Price Index. Matt is then joined by Bill Vawter of Market Medicare Advisors who met with a…
Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby as well as Jonathon McCoy from Market Advisory Group Kansas City where they answer a frequently asked question "Should I just be in cash?". Matt is then joined by Bill Vawter of Market Medicare Advisors who brings up…
On this Special Episode, Larry Kloefkorn is our Guest Host while Matt is on vacation. Larry is joined by Danny Goolsby in house where they discuss if Your Advisor is Product or Process Driven? Larry is then joined by Bill Vawter of Market Medicare Advisors to tackle a recent question…
Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby in house and we welcome back Jonathon McCoy from Market Advisory Group where they discuss the Cost of Loaded Funds. Matt is then joined by Bill Vawter of Market Medicare Advisors to explain staying on a current work…