Episode 17 of Season 4 of Retire Hour. Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Jonathon McCoy and Danny Goolsby remotely. They discuss the 4% rule and going into retirement without knowing how much it will cost you. Then in the “Find the Fees” segment they examine Single Stock Risk. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through transition from a. Group or employer plan to medicare. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding estate planning in relation to owning a small business. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question regarding how bonds are handled when taken out IRA as an RMD.
Intro: 0:00
Financial Advisors: The 4% Rule - 0:22
Financial Advisors: Retirement Cost - 9:32
Financial Advisors: Simple Stock Risk (Find the Fees) - 17:25
Medicare Advisor: Changing Plans - 22:51
Estate Planning Attorney: Small Business Estate - 32:08
CPA: IRA to RMD Bonds- 39:22
Credits: 45:48
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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.
