Episode 18 of Season 4 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss market volatility and social security implications when divorced. Then in the “Find the Fees” segment they examine different ways to have better control of your retirement. Matt is joined by Cory Hiebert, of Market Medicare Advisor to talk through gaps in a Medicare Advantage Plan. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding their mother-in-laws trust. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the important information you need to know about tax withholdings.
Intro: 0:00
Financial Advisors: Market Volatility - 0:22
Financial Advisors: Social Security - 8:46
Financial Advisors: Retirement Control (Find the Fees) - 15:54
Medicare Advisor: Medicare Advantage Gaps - 22:51
Estate Planning Attorney: In-Laws Trust - 31:09
CPA: Tax Withholdings 39:22
Credits: 45:12
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.
