The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby and team talk about a missing pension on a tax return, inflation, tax planning, and protecting heirs from themselves. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby and team talk about the election results, inflation and shrinking drug formularies. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby talks about the T.E.A.M. Effect, unintended consequences of the Inflation Reduction Act, and why information about wills is so hard to find. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. It's a SPOOKY episode as the team discusses retirement horror stories. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby talks about making your nest egg last and a probate horror story. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby is back to talk forced retirement, prescription drug plans and what do do when you don't get advice from your CPA. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Rick Everett guest hosts and talks about Medicare Open Enrollment, investment strategies and Capital Gains. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, we discuss how to choose the best ways to save for retirement for you. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, we'll talk about what happens when a spouse dies who has health insurance through their employer. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, we'll talk about factors in choosing a financial advisor for your plan. #retirement #podcast #show #money #finance

The retirement planning team of Retire Hour brings together financial advisors, CPAs, estate planning attorneys, and Medicare advisors for help with the current landscape of retirement and answering your questions. In this episode, Matt Goolsby hosts to talk about retirement goals, trusts and other ways to avoid probate. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

The retirement planning team of Retire Hour brings together financial advisors, CPAs, estate planning attorneys, and Medicare advisors for help with the current landscape of retirement and answering your questions. In this episode, Larry Kloefkorn hosts to talk about U.S. Job numbers being revised, errant 401Ks, and ill-timed distributions costing more than anticipated. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

The retirement planning team of Retire Hour brings together financial advisors, CPAs, estate planning attorneys, and Medicare advisors for help with the current landscape of retirement and answering your questions. In this episode, Joshua Cicora takes over the show again, viewing the retirement world through his tax lens. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

The retirement planning team of Retire Hour brings together financial advisors, CPAs, estate planning attorneys, and Medicare advisors for help with the current landscape of retirement and answering your questions. In this episode, we answer the question of if it's possible to withdraw from a retirement account without a penalty. You can upload your questions to RetireHour.com #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

Our financial advisors discuss the risks, and then talk about Initial Enrollments deadlines, Trusts and Investments, and how to play a joke on your heirs (NOTE: don't do this if you actually like your family). #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle 00:21 How Have You Opened Yourself Up To Risk 08:35 Marge and Homer's Retirement Odyssey 17:18 Listener Question: "Add To Investments After Retired?" 26:36 Medicare and Almost Missing That Deadline 35:43 Estate Planning: Do You Have To Set Up A Trust Before Turning To Investments? 45:23 A Tax Practical Joke On Your Heirs

Our financial advisors discuss the MAG-PROCESS, and then talk about HSAs, PODs, and how taxes affect different retirement account. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle 00:21 The MAG-PROCESS 08:13 Changing Horses Mid-Stream 18:30 Listener Question: "Different Types Of Retirement Accounts" 26:33 Medicare and HSAs 35:16 Estate Planning Payable On Death 44:55 Taxes Affect Retirement Accounts Differently

Our financial advisors discuss unexpected illnesses, and we'll talk about Medicare in different states, gaps in Powers of Attorney, and Rule 72T and what it means for you. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle 00:21 When Illnesses Strike Unexpectedly 08:45 Who Works For Who Here? 18:30 Listener Question: "Getting Business Information To Executor?" 26:29 Medicare In Different States 34:50 Estate Planning Gaps In Powers Of Attorney 43:41 Taxes and Rule 72T

Our financial advisors discuss hard to value assets, and we'll talk about Medicare or Group Coverage, and creative tax solutions. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle 00:21 Hard To Value 07:52 Retirement Is A Journey 17:55 That Freeze Factor 26:32 Listener Question: "Should I take Medicare if I plan to work past 65?" 36:09 How Creative Is Your Team? 44:16 Tax Planning Is Just For The Wealthy, Right

Retire Hour is taken over by taxes as CPA Joshua Cicora hosts our financial advisors to discuss rolling IRAs, Roth IRAs, HSAs, and LLC vs S-Corps. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle #chiefs #kcchiefs #kansascitychiefs #patrickmahomes #traviskelce 00:21 How To Start Making Tax Moves 09:07 Rolling 401K to IRA 17:56 Listener Question: "Best mix of Roth vs Traditional IRAs?" 26:13 Medicare and HSAs 35:11 Estate Planning and Knowing LLC vs S-Corps 44:15 Withholding Taxes

Our financial advisors discuss Market Advisory Group's new prospective client process, and we'll talk about younger spouses not being of Medicare age, limits of trusts, and estate tax exemption. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle #chiefs #kcchiefs #kansascitychiefs #patrickmahomes #traviskelce 00:21 MAG REPORT 09:07 Forced Into Early Retirement 17:56 Listener Question: "ETFs and Are They Good For Retirement?" 26:13 Medicare With Younger Spouses 35:11 Estate Planning Trusts Don't Always Protect Assets From Medicaid 44:15 A Tax Coupon That Expires Soon

Our financial advisors discuss how memory loss can affect retirement plans, and we'll talk about Medicare and Tricare, your estate plan, and changes coming to the Kansas Tax Code. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle #chiefs #kcchiefs #kansascitychiefs #patrickmahomes #traviskelce 00:21 Jack And Jill Go Up The Retirement Hill 08:51 When You Can't Remember Decisions You Made 18:27 Listener Question: Paying Mortgage With 401K 25:51 Medicare and Tricare 34:41 Estate Planning Convenience Vs Protection 45:50 Tax Laws Changing In Kansas?

Our financial advisors tackle the questions of how much risk you should take on in retirement, and we'll talk having a crystal ball in healthcare, your estate plan, and stock options relating to taxes. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle 00:21 Amounts Of Investing Risk 09:30 Being Too Conservative 18:04 Listener Question: Survivor's Benefits 26:08 Medicare's Crystal Ball 35:28 Estate Planning And A.I.? 45:28 Taxes On Stock Options

This week's episode tackles common retirement planning topics, how-tos, and key information on money, finances, investing, medicare, estate planning, and taxes. Find out how to retire early or better or whatever you need. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle 00:29 Concerns In Retirement 10:10 Listener Question - KPERS 18:00 We Just Got A Letter 24:45 Medicare 32:55 Estate Planning 40:30 Listener Question (part 2) - KPERS

This episode brings warnings about putting off financial concerns, a listener's question about trusts, your HSA in healthcare, the WHY behind giving to charity, and connecting tax to your retirement plan. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: We Can Deal With That Later?! - 0:21 Financial Advisors: This Is The Piece That Has To Be Addressed First - 9:07 Listener Question: What's Going On Inside This Trust? - 17:10 Medicare Advisor: What Can I Use My HSA For When It Comes To Medicare? - 24:44 Eidelman Law Advisor: Don't Give To Charity For The Tax Break; Take The Tax Break Because You Give To Charity - 33:27 CPA: All Of This Is Connected - 41:00 Credits: 47:30 Learn more 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.

The Retire Hour crew discusses their clients' owing taxes when they lose money, information on Average Rate of Return, a listener asks if they should cash in their 401k to pay off their debt. Our Medicare agent discusses a client moving cross-country, our attorney helps you learn about power of attorney, and our CPA gets in deep with taxes. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: She Owes Taxes Even When She Lost Money - 0:21 Financial Advisors: Average Rate Of Return Can Be Misleading - 9:05 Listener Question: Cashing In 401K To Pay Debts - 17:14 Medicare Advisor: Retiring, Packing Up, Moving Across The Country, And Starting Medicare All At The Same Time? - 24:40 Eidelman Law Advisor: Powers Of Attorney Don't Have To Be All-Powerful - 32:49 CPA: More Than Meets The Eye - 41:21 Credits: 47:25 Learn more 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.

What's going on with the Tax Cuts and Jobs Act? How should you handle cutting back hours at work vs quitting when at retirement age? What's the impact of bankruptcy on retirement? Retire Hour answers all this and more. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: Treat Your Retirement Like The Family Pet - 0:21 Financial Advisors: Substantially Equal Periodic Payment - 9:13 Listener Question: Bankruptcy And Its Effect On Retirement - 17:42 Medicare Advisor: Cutting Back Hours Instead Of Quitting Work - 24:41 Eidelman Law Advisor: Second-Generation Trust - 33:39 CPA: Tax Cuts And Jobs Act - 41:33 Credits: 47:20 Learn more 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.

We introduce you to our revolutionary tier system, a listener's question on passing down their 401k to their daughter, and the importance of "power" of attorney in estate planning. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: A Tiered System - 0:21 Financial Advisors: A Different Skillset - 9:09 Client Question: "I'm With The Government And I'm Here To Help" - 17:46 Medicare Advisor: ACA And Premium Tax Credits - 24:43 Eidelman Law Advisor: The Power Of A Power Of Attorney - 32:13 CPA: Smooth Vs Rough Landings - 39:55 Credits: 47:20 Learn more 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.

The Retire Hour crew discusses generational problems, "Day One vs. One Day" of retirement planning, tri-care, well-spouses, and Biden's potential tax limit changes. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: A Problem For All Generations - 0:21 Financial Advisors: Day One Vs One Day - 9:01 Client Question: High-Risk To Conservative Transition - 16:07 Medicare Advisor: Tri-Care Across The U.S. - 24:42 Eidelman Law Advisor: The Well-Spouse - 30:14 CPA: Estate Tax Exemptions - 39:50 Credits: 46:58 Learn more 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.

On this episode of Retire Hour, we answer a listener's question about mandatory 401k withdrawals, the 4% rule of retirement, and being "lost in the forest." We'll also speak with our medicare advisor for procedure denials and our tax team recaps their 2024 tax season. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: Lost In The Forest - 0:21 Financial Advisors: The 4% Rule - 9:32 Client Question: Mandatory Withdrawals - 16:29 Medicare Advisor: Investigating A Procedure Denial - 24:35 Eidelman Law Advisor: Preserving Fair Market Value - 33:16 CPA: Retirement Eligibility And A Tax Deduction Issue - 40:21 Credits: 47:31 Learn more 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.

Retire Hour goes mad magazine in this episode where we discuss Alfred E Neuman's thoughts on the retirement landscape, a listener question about restarting IRAs, plus tips on medicare, medicaid, and tax miracles. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: "What, Me Worry?" - 0:21 Financial Advisors: Company Stock Awards - 9:52 Client Question: Old IRAs - 17:13 Medicare Advisor: Special Enrollment and Declared Disaster Periods - 24:48 Eidelman Law Advisor: Dementia And Medicaid - 33:25 CPA: Don't Expect A Miracle - 41:08 Credits: 47:31 Learn more 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.

In retirement planning, advisors like us can help increase your money, but we cannot add more time. We'll talk about that dynamic in this episode. Our client question segment comes to us from a widower needing to know if they should suspend social security, and we'll take a look at Medicare scams and Kevin's tax story. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: We Can Make More Money, But We Can't Make More Time - 0:21 Financial Advisors: A Friend's Death Is An Eye-Opener - 9:15 Client Question: Suspending Social Security To Take Widower's Benefit - 17:34 Medicare Advisor: A Medicare Scam - 24:37 Eidelman Law Advisor: "Do I Need An Estate Plan If I Have Almost Nothing To Pass Down?" - 33:25 CPA: We Need To Talk About Kevin - 40:41 Credits: 47:07 Learn more 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.

Our financial advisors will discuss putting off retirement, a client question about financial fingerprints, plus medicare, estate law, and tax concerns with April 15th rapidly approaching. Intro: 0:00 Financial Advisors: Class vs Lab - 0:21 Financial Advisors: Don't Put It Off - 9:42 Client Question: Depends On Your Financial Fingerprint - 17:57 Medicare Advisor: The Barn Is Already On Fire - 24:46 Eidelman Law Advisor: The Death Tax Is Changing Soon - 33:34 CPA: Unforced Tax Error - 42:12 Credits: 47:14 Learn more 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.

If you are retiring soon and your company has no Human Resources to guide you, or your estate planning is getting complicated with your business partnership, we dive deep on these issues this week along with tax hits from CDs and if there's ever a good time to sell. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: Is There Ever A Good Time To Sell? - 0:21 Financial Advisors: Ad-Hoc Management - 9:25 Client Question: Retiring Without Human Resources To Guide You - 18:03 Medicare Advisor: Healthcare After Becoming A Widow - 24:44 Eidelman Law Advisor: Estate Planning And Business Partnerships - 32:57 CPA: Tax Hit From CDs - 41:05 Credits: 47:28 Learn more 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.

SS, HSAs, and IRS. It's the week of acronyms. Watch as we break them down for you. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: How To Know How Much Social Security You'll Get - 0:21 Financial Advisors: Can Your Ex Keep You From Getting Their Social Security? - 9:45 Client Corner: Consequences Of Coming Into A Large Sum Of Money - 17:43 Medicare Advisor: HSAs Can Affect Medicare Premiums - 24:34 Eidelman Law Advisor: Accidentally Disinheriting Your Children - 32:13 CPA: IRS Could Be Coming For You - 41:58 Credits: 47:20 Learn more 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.

Retire Hour answers your questions live at the Home Show in Wichita, KS #money #financialhelp #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: Financial Questions - 0:21 Eidelman Law Advisor: Estate and Veteran Questions - 15:36 Medicare Advisor: Medicare Questions - 22:44 Credits: 32:20 Learn more 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.

Life is messy, and big events can have big consequences. Let's talk about it right here on Retire Hour. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: Real Life Outcomes - 0:21 Financial Advisors: Target-Date Funds - 10:18 Client Corner: Consequences Of Divorce On Retirement Planning - 20:01 Medicare Advisor: Sales People That Disappear After The Sale - 24:44 Eidelman Law Advisor: Protecting Assets From In-Laws - 33:56 CPA: How Taxes Go When You've Planned Ahead - 41:46 Credits: 47:32 Learn more 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.

Financial advisor Danny Goolsby brings a toilet to the show to tell you what he thinks of high fees, tax brackets and liabilities get discussed ahead of April 15th, and we answer a listener's question about turning 65. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: Down The Toilet - 0:21 Financial Advisors: Where's My Money Going To Come From - 9:28 Client Corner: Tax Brackets Get Cut In Half - 17:36 Medicare Advisor: A Question And Working While On Medicare - 24:47 Eidelman Law Advisor: Tragedy Strikes At A Key Moment - 33:52 CPA: Tax Liability Of Winning Prizes - 41:26 Credits: 47:34 Learn more 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.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Learn how to go with a team-based retirement approach with our team of professionals. This week, social security concerns, bonds vs stocks, marriage in estate planning, and CD interests. Intro: 0:00 Financial Advisors: The Team Approach - 0:21 Financial Advisors: "If You Can Tell Me When You'll Pass Away, I Can Tell You The Best Time To Start Social Security" - 10:00 Client Corner: Are Bonds Safer Than Stocks? - 21:55 Medicare Advisor: Retired But Not At Medicare Age - 24:45 Eidelman Law Advisor: Not Married But Live Together - 33:44 CPA: CD Interests And Tax Consequences - 41:32 Credits: 47:29 Learn more 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.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri This week's episode features Joshua Cicora, Lead CPA of Market Tax Services as he talks with advisors about investment strategies with tax concerns, IRMAA, Inheritance, and Phantom Income. Intro: 0:00 Financial Advisors: IRA's 10-Year Rule - 0:23 Financial Advisors: Can You Turn Back the Clock on Social Security? - 8:24 Client Corner: What Counts as Income? - 16:54 Medicare Advisor: 2 Year Look Back - 23:55 Eidelman Law Advisor: When Inheriting a Business Goes Wrong - 31:51 CPA: Phantom Income - 39:39 Credits: 44:28 Learn more 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.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri This week's episode features investment strategies, a tribute to a special listener of our show, Medicare assistance, and state laws in Missouri changing for Social Security. Intro: 0:00 Financial Advisors: Old School Investment Strategies - 0:21 Financial Advisors: Boys And Their Toys - 9:17 Client Corner: Tribute To A Special Listener - 18:49 Medicare Advisor: Can You Be On Medicare Part A & B With Employer Healthcare? - 23:52 Eidelman Law Advisor: Too Many Egg Baskets To Keep Track Of - 33:52 CPA: New State Laws Concerning Social Security - 42:19 Credits: 46:55 Learn more 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.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Tax season can bring devastating problems to your portfolio and plans if not done properly. This episode shows you how Market Advisory Group brings finances and taxes together in harmony, plus updates in healthcare and estate planning. Intro: 0:00 Financial Advisors: Balancing Dividends vs Tax Consequences - 0:21 Financial Advisors: Tap-Dancing Around Tax Mines - 9:00 Client Corner: Roth Conversions: Taxes Are Due At Time Of Conversion - 16:48 Medicare Advisor: ACA and Tax Subsidies - 24:12 Eidelman Law Advisor: What Is A Life Estate? - 34:20 CPA: This Is Why Financial Advisors Shouldn't Give Tax Advice - 42:02 Credits: 46:58 Learn more 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.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation This episode of Retire Hour covers how you should rewire your thinking on retirement, and how you should phase into it when you're ready. We'll also talk with our medicare, estate planning, and tax CPA for your educational benefit. Intro: 0:00 Financial Advisors: It's Not Retiring, It's Rewiring - 0:21 Financial Advisors: Phasing Into Retirement - 9:07 Client Corner: Custom Tuning - 17:27 Medicare Advisor: What Is An HSA? - 24:10 Eidelman Law Advisor: Long-Term Care Plan - 32:50 CPA: Your Taxes Are As Unique As Your Thumbprint - 40:04 Credits: 46:50 Learn more 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.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation Retire Hour is back with the team approach to retirement, helping you navigate important issues like tax and health concerns, and going over what you'll need to know in 2024. Intro: 0:00 Financial Advisors: The Escaped Prisoner Analogy - 0:21 Financial Advisors: Tax Consequences Of CDs - 8:26 Client Corner: The Final Approach - 17:21 Medicare Advisor: Healthcare Questions Hold People Back From Retiring - 24:10 Eidelman Law Advisor: Pitfalls Of Trying To Avoid Probate On Your Own - 32:24 CPA: What Is Form 8606 And What Does It Do? - 40:18 Credits: 46:43 Learn more 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.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation Who is working for who when it comes to your money? Are you even ready for retirement in the first place? The Retire Hour team is back for season 7 in 2024 ready to give you actionable and helpful information for you to retire at your best. Intro: 0:00 Financial Advisors: Spousal Continuation - 0:21 Financial Advisors: Who's Working For Who - 7:54 Client Corner: Are You Really Ready For Retirement? - 16:47 Medicare Advisor: Even Some Medicare Brokers Don't Know About IRMA - 23:55 Eidelman Law Advisor: Small Estate Affidavit? - 31:28 CPA: Transferring An Inheritance Before Death Can Be A Bad Idea - 39:47 Credits: 46:38 Learn more 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.

It's a Holiday Special. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation Intro: 0:00 Financial Advisors: Naughty Or Nice Markets- 0:21 Financial Advisors: Social Security And Santa - 9:52 Client Corner: Tis The Season To Plan For Taxes - 17:34 Medicare Advisor: Medicare Elf - 24:18 Eidelman Law Advisor: Special Needs Trusts - 32:41 CPA: Bah, Humbug! I Want 0% Capital Gains Tax - 40:23 Credits: 46:59 Learn more 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.

This episode of Retire Hour will give you insights on your investments, what to do with your will, managing tax difficulties, and how Retire Hour's team uses the Market Advisory Group approach to retirement planning. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation Intro: 0:00 Financial Advisors: Tail Wagging The Dog - 0:21 Financial Advisors: Does A Tax Silver Bullet Exist? - 10:34 Client Corner: What's Market Advisory Group's Process? - 20:32 Medicare Advisor: Reviewing Options Is Good Even If You Don't Make Changes - 24:10 Eidelman Law Advisor: Last Will Vs. Living Will - 31:28 CPA: What In The World Is Alternative Minimum Tax? - 40:53 Credits: 46:57 Learn more 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.

The 2023 calendar year is winding down. Are you prepared with tax planning as we approach 2024? Is your portfolio where you want it to be? Let's talk about client stories from people like you wanting to find the best way to retire. Our team gathers together to help your financial literacy grow. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation Intro: 0:00 Financial Advisors: Only 10 Options For Your Retirement? - 0:21 Financial Advisors: Recession? - 8:57 Client Corner: Saucers In Their Eyes - 17:11 Medicare Advisor: Annual Enrollment vs Advantage Open Enrollment - 24:55 Eidelman Law Advisor: A Will Can Only Really Do One Thing - 33:24 CPA: Really Bad Advice A New Client Had Been Given - 41:25 Credits: 47:40 Learn more 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.

What's the sandwich generation and how can they plan for retirement? Our team discusses real stories of tax planning, estate information, Medicare open enrollment, and finance tips and tricks for you if you're in the sandwich generation - the age of caring for possibly BOTH your children and parents. Intro: 0:00 Financial Advisors: The Sandwich Generation - 0:21 Financial Advisors: A Rough Tax Year - 8:31 Client Corner: Widow's Benefits - 19:13 Medicare Advisor: $35 Insulin Cap - 24:07 Eidelman Law Advisor: What If You Can't Trust Your Trustee Anymore? - 33:11 CPA: Filing Single When Married? - 41:41 Credits: 46:54 Learn more 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.