Episode 1 of Season 4 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss continual inflation in the market and the benefits of working with a team when planning for your retirement. Then in the “Find the Fees” segment they compare and contrast fee based advisors and commission bases advisors. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the steps people on medicare can take if they missed open enrollment and want to change their coverage. Next, Matt is joined by estate planning attorney Gerald Eidelman to examine the secure act and the impact it could have on a trust. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about withholdings and the importance of resisting them at the beginning of the year.
Intro: 0:00
Financial Advisors: Budgeting for Retirement - 0:22
Financial Advisors: Holistic Planning - 8:11
Financial Advisors: Fee Based vs Commission Advisors (Find the Fees) - 16:56
Estate Planning Attorney: Secure Act Changes - 22:45
Medicare Advisor: Changing Coverage - 30:18
CPA: Withholdings - 38:48
Credits: 45:16
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.
