Episode 8 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 the role taxes play when making investments and incoming volatility. Then in the “Find the Fees” segment they take a a closer look at the potential hidden fees taxes could bring about. Matt is then joined by Bill Vawter, of Market Medicare Advisors to examine misleading Medicare marketing. Next Matt is joined by estate planning attorney Gerald Eidelman to talk through the process of transferring assets. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question regarding tax implication in Medicare.
Intro: 0:00
Financial Advisors: Taxes & Investing - 0:20
Financial Advisors: Future Volatility - 9:01
Financial Advisors: Taxes (Find the Fees) - 16:14
Medicare Advisor: Misleading Medicare Ads - 22:50
Estate Planning Attorney: Transferring Assets 31:28
CPA: Taxes & Medicare - 39:44
Credits: 45:19
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.
