Episode 11 of Season 4 of Retire Hour. Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss new inflation numbers and talk through a recent meeting they had widowed woman who is having to handle her finances for the first time. Then in the “Find the Fees” segment they examine advisors that are product driven and process driven. Matt is then joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question regarding the best course of action when retiring a with a disability. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question concerning the effects a net worth could have on a trust and an estate plan. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about PTC income limits.
Intro: 0:00
Financial Advisors: New Inflation Numbers - 0:22
Financial Advisors: Managing Finances - 7:38
Financial Advisors: Product VS. Process Advisors (Find the Fees) - 15:46
Medicare Advisor: Medicare with Disabilities - 22:56
Estate Planning Attorney: Effects of Net Worth - 30:38
CPA: PTC Income Limits- 38:51
Credits: 45:32
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.
