Episode 5 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 the risk of target funds and what’s better, buy and hold strategy or a tactical approach strategy. . Then in the “Find the Fees” segment Matt is joined by lead CPA of Market Tax Services Joshua Cicora to examine the potential fees you can find in tax preparation. Additionally, Joshua sticks around and talks through important items to consider when getting ready to file your taxes this year. Next Matt is joined by estate planning attorney Gerald Eidelman to answer the important question of how young is too young to have an estate plan. Lastly, Matt is joined by Bill Vawter, of Market Medicare Advisors to elaborate on juggling filing for Social Security and while still being on group insurance.
Intro: 0:00
Financial Advisors: Target Funds - 0:22
Financial Advisors: Investment Strategies - 8:35
CPA: Tax Preparation Fees (Find the Fees) - 17:0
CPA: Important Tax Items - 22:56
Estate Planning Attorney: When to start an Estate Plan- 29:53
Medicare Advisor: Social Security & Group Insurance - 39:30
Credits: 45:24
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.
