Episode 13 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 inflation concerns and answer a listeners questions regarding social security and income planning. Then in the “Find the Fees” segment they examine Final Expense Policies. Matt is then joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question concerning the term Doughnut Hole in Medicare. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding 529 Plans and potential alternative options. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about Estate Planning in taxes.
Intro: 0:00
Financial Advisors: Inflation Concerns - 0:22
Financial Advisors: Income Planning - 8:40
Financial Advisors: Final Expense Policies (Find the Fees) - 16:12
Medicare Advisor: Medicare Doughnut Hole - 22:49
Estate Planning Attorney: What is a 529 Plan? - 32:44
CPA: Estate Planning with Taxes- 38:51
Credits: 45:29
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.
