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March 25, 2022
What is a 529 Plan?
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.
