Find out how our financial advisors work with CPAs, Medicare advisors, and estate planning attorneys as well as relevant national news. #retirement #retirementplanning #money #investing #medicare #taxes Intro: 0:00 Financial Advisors: Like Looking At A Firing Squad - 0:21 Financial Advisors: All These Moving Pieces - 9:20 Client Corner: Burning CDs - 18:04 Medicare Advisor: Turning 65 During Open Enrollment? - 24:08 Eidelman Law Advisor: Losing A Spouse (Divorce vs. Death) - 32:42 CPA: Married For Only Part Of The Year - 40:57 Credits: 46:51 Learn more at: https://retirehour.com Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshu... 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 team is here to discuss income planning, investing, estate planning, taxes, and Medicare. A retirement team for you is one click away: www.marketadvisorygroup.com Intro: 0:00 Financial Advisors: Are Bonds Really Less Volatile - 0:21 Financial Advisors: The Hot Sauce Analogy - 9:09 Client Corner: The Old Rules vs The New Rules - 16:34 Medicare Advisor: Sometimes Getting Healthier Can Save You Money - 24:09 Eidelman Law Advisor: What's A DNR? - 31:50 CPA: Why Can't We Start Tax Planning Until The End Of The Years - 40:38 Credits: 46:55 Learn more at: https://retirehour.com Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshu... 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.

Let's talk about your ideal retirement age, some major market news, and a client story from our advisors. Then, we'll bring on our estate planning attorney, medicare advisor, and tax professional. Intro: 0:00 Financial Advisors: When Do You Want To Retire? - 0:21 Financial Advisors: Longest Landing In History - 9:17 Client Corner: Not 10 Years But 5 - 15:54 Eidelman Law Advisor: What Could Go Wrong? - 24:13 Medicare Advisor: Sometimes The Situation Changes And So Should Your Medicare - 30:55 CPA: Is It A Business Or Just A Hobby? - 40:09 Credits: 46:55 Learn more at: https://retirehour.com Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshu... 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 team is here to educate you on how to manage roth conversions, what to do with your money during inflation, and the new "Scope of Appointment" you'll get regarding Medicare. Learn more about the team and a review of your retirement here: www.marketadvisorygroup.com Intro: 0:00 Financial Advisors: Inflation Tips - 0:21 Financial Advisors: Some Retirees Struggle To Pivot From Saving To Spending In Retirement - 6:41 Client Corner: You Have To Focus On The Client's Primary Worry First - 15:16 Medicare Advisor: Scope Of Appointment? - 24:13 Eidelman Law Advisor: Whispers In A Surviving Spouse's Ear - 31:55 CPA: A Roth Conversion For Basically Free? - 39:10 Credits: 47:07 Learn more at: https://retirehour.com Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshu... 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.

#podcast #financialadvisor #retirement #money #medicare #estateplanning #cpa #investing Intro: 0:00 Financial Advisors: Hectic Week - 0:21 Financial Advisors: The Cat's Meow - 8:02 Client Corner: Stocks And Bonds Are Getting Beat Up At The Same Time - 16:46 Medicare Advisor: Splintered Into So Many Other Conversations - 24:11 Eidelman Law Advisor: Executors Don't Always Know All The Rules - 33:34 CPA: Self-Employment Income And Roth Conversions - 42:01 Credits: 46:57 Learn more at: https://retirehour.com Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshu... 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, we'll talk about the latest updates from the U.S. Government as it impacts retirement planning, as well as discuss relevant client stories and if you should do anything different with your retirement plan, what happens if you get audited, and things to avoid to save best. Intro: 0:00 Financial Advisors: It's Going To Be A Bumpy Ride - 0:21 Financial Advisors: "Her Jaw Hit The Table" - 8:37 Client Corner: FOMO: Fear Of Missed Opportunities - 17:10 Medicare Advisor: They Don't Have Time To Really Dig For That Information - 24:14 Eidelman Law Advisor: The Estate Tax Exemption - 33:06 CPA: Love Note From The IRS - 41:51 Credits: 46:56 Learn more at: https://retirehour.com Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshuas-secret-word 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 is all about helping you find hidden fees when it comes to taxes on your retirement account, and understanding the benefits of good estate planning attorneys, medicare open enrollment assistance, and avoiding high taxes. Intro: 0:00 Financial Advisors:Tossed To And Fro - 0:21 Financial Advisors: What Tax Consequences May Be Lurking Out There? - 6:42 Client Corner: "They Wouldn't Tell Them What They Were Being Charged In Fees?" - 16:37 Medicare Advisor: Open Enrollment Is Coming - 24:10 Eidelman Law Advisor: "Should I Put My Kid's Name On My House?" - 32:36 CPA: Fred And Wilma's Bedrock Bottom Tax Problem - 41:02 Credits: 46:51 Learn more at: https://retirehour.com Joshua's Secret Word was... "Otiose" (adjective. lazy; being at leisure). Submitted by Laure G. Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshuas-secret-word 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.

Intro: 0:00 Financial Advisors: Inflation Insurgency - 0:21 Financial Advisors: Social Security Tax Torpedo - 7:43 Client Corner: Cause More Problems Than They Solve - 16:42 Medicare Advisor: Reset The Clock - 24:04 Eidelman Law Advisor: "Is A Will Needed If I Have A Trust?" - 32:39 CPA: Secret Option #4 - 42:21 Credits: 47:03 Learn more at: https://retirehour.com Joshua's Secret Word was... "Abstruse" (adjective. difficult to understand; obscure). Submitted by Big Daddy Ben Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshuas-secret-word 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 is normal when it comes to financial advising? Do I need to move my 401K when I leave work? What are the pros & cons? Do I have to take Medicare at age 65? Intro: 0:00 Financial Advisors: What Is Normal? - 0:21 Financial Advisors: Love The Sound Of "Tax-Free" - 9:16 New Client Corner: Pros And Cons Of Moving 401K From Workplace To An Independent Financial Advisor - 17:23 Medicare Advisor: Do You Have To Take Medicare At Age 65? - 24:05 Eidelman Law Advisor: Having A Trust Isn't Enough If You Don't Include Your Assets Inside It - 31:51 CPA: Don't Forget Net Vs Gross - 41:16 Credits: 47:04 Learn more at: https://retirehour.com Joshua's Secret Word was... "Flabbergasted" (adjective. greatly surprised or astonished). Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshuas-secret-word 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 team discusses relevant news and retirement planning topics that give you what you need to retire better. Submit a question to RetireHour.com to have it featured on air. This episode features helpful updates on estate planning, taxes in retirement, the TCJA, and interest rates from the Federal Reserve. 0:00 Financial and Investing News 8:38 RetirementTax.com 16:40 Client Corner 24:15 TriCare and You 32:01 Avoid Probate 42:01 The TCJA Joshua's Secret Word was... "Taraddidle" (n. petty lie or facetious anecdote). Submit a word for Joshua to use next episode: https://marketadvisorygroup.com/joshu...

The Retire Hour team talks about the recent bank downgrades, important news from around the global economy, plus Medicare, estate planning, and tax help. Intro: 0:00 Financial Advisors: Even More Bank Downgrades? - 0:21 Financial Advisors: When Financial Advisors Can't Speak To Taxes - 8:39 New Client Corner: How To Change Financial Advisors - 17:12 Medicare Advisor: Part A Makes Sign Up For Part B Easier - 24:14 Eidelman Law Advisor: Inheriting Assets When You're Already On Medicaid - 33:21 CPA: The Gold Standard - 41:25 Credits: 47:11 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 are back with our full panel of financial advisors once again discussing tax planning, retirement strategies, investment ideas, and what you should do with your estate if you heir spends, uh, creatively. Intro: 0:00 Financial Advisors: Will The Recession Ever Come? - 0:21 Financial Advisors: The Tax Man Doesn't Wait For His Payment - 7:37 Client Corner: People Want To See The Experts In Person- 16:34 Medicare Advisor: What Is An SEP? - 24:13 Eidelman Law Advisor: What To Do When Your Heir Is A Creative Spender - 33:31 CPA: Who Knows Those Rules? - 41:14 Credits: 47:11 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.

How do I prepare for retirement? We answer all that and more on a brand new episode of Retire Hour. We answer questions on the recent back downgrades in the US stock market and more. Intro: 0:00 Financial Advisors: Bank Downgrades - 0:21 Financial Advisors: Taxes Are Going Up - 9:44 Client Corner: Social Security When You Have Minors At Home- 17:27 Medicare Advisor: Broken Noses And Our Broken Healthcare System - 24:13 Eidelman Law Advisor: Do You Trust Your Spouse? - 32:34 CPA: A Cornucopia Of Taxable Income - 43:25 Credits: 47:06 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.

Would you take a loan from someone without knowing the interest rate? This episode will talk about the volatile stock market, misleading mailers retirees get around age 65, and protecting how a business is passed on after death. Intro: 0:00 Financial Advisors: Not In A True Bull Market - 0:21 Financial Advisors: The Blank Check Analogy - 7:48 Client Corner: A One And Done Sort Of Thing - 16:02 Medicare Advisor: Misleading Mailers From Scammers - 23:53 Eidelman Law Advisor: Passing On A Business To Heirs - 32:10 CPA: Know Before You Owe - 10:18 Credits: 46:25 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.

Have you ever had a gut feeling you're being scammed? This episode will talk about experiences with being scammed in Medicare and health insurance, common retirement topics for investing, and good tax news from the IRS. Intro: 0:00 Financial Advisors: You Shouldn't Have To Be Referred To Someone Else - 0:21 Financial Advisors: That Deer In The Headlights Look - 9:33 Client Corner: Wouldn't You Rather Be In Control Of That? - 16:38 Medicare Advisor: "I Think I'm Getting Scammed!" - 24:03 Eidelman Law Advisor: "We Must Protect This House" - 32:30 CPA: Good News From The IRS - 40:43 Credits: 46:37 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 week, we're talking about inflation in the stock market and other financial news out of Washington that could impact your retirement plan. Our advisor panel will help you avoid "tax bombs" and discuss the importance of your plan when you move. Don't forget to stick around for our estate planning and Medicare segment on an all-new Retire Hour! Intro: 0:00 Financial Advisors: Diversification Of Tools - 0:21 Financial Advisors: Avoid The Tax Bombs - 8:24 Client Corner: Pitfalls For Retirees - 16:04 Medicare Advisor: What To Do When You Move - 24:07 Eidelman Law Advisor: It's Own Can Of Worms - 33:49 CPA: BYOTA: Bring Your Own Tax Advisor - 39:15 Credits: 46:32 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.

Retire Hour this week focuses on how taxes are overlooked in retirement planning. Host Matt Goolsby is here with Larry, Jonathon, Joshua and more to discuss all things retirement. Intro: 0:00 Financial Advisors: Social Security Formula - 0:21 Financial Advisors: Retirement Planning Is More Than Just Investments - 8:58 Client Corner: Feeler Questions For New Clients - 18:11 Medicare Advisor: Advantage vs. Supplements - 24:15 Eidelman Law Advisor: The U.S. Has An Obligation You Won't Like - 32:31 CPA: Mid-Year Tax Check Up - 41:43 Credits: 46:46 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 time to discuss finances, and advisors you use to invest. What fees do they charge? What taxes are you looking at on your nest egg or social security? Our financial advisor panel will discuss these and more. Don't forget to watch the end for our segments on Medicare, Estate Planning, and Taxes. Intro: 0:00 Financial Advisors: Burning Your CD Now - 0:21 Financial Advisors: Sweeping For Tax Mines - 10:10 Client Corner: Feeless Entry - 17:29 Medicare Advisor: It's A Tricky Game - 24:17 Eidelman Law Firm: Protecting Your Finances In Case You Become Incapacitated - 32:23 CPA: Death And Taxes - 39:16 Credits: 46:52 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 week's Retire Hour covers the A-word, what happens what havoc is wreaked on your nest egg, estate plans for those with no children, and tax pitfalls. Intro: 0:00 Financial Advisors: Let's Talk About The A-Word - 0:21 Financial Advisors: There's This Big Pot Of Money - 9:35 Client Corner: Havoc On Your Nest Egg - 17:35 Medicare Advisor: Medicare Myths - 24:12 Eidelman Law Advisor: "I Don't Have Any Heirs. Why Do I Need An Estate Plan?" - 32:17 CPA: Sliding Scale Of Taxation - 40:54 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.

Use our Retirement Tax Calculator here: www.retirementtax.com This episode features helpful tax advice for those nearing retirement, and the money and financial decisions you'll need to make to help you earn money and maximize your investments. Intro: 0:00 Financial Advisors: Don't You Want Your Taxes At A Discount? - 0:21 Financial Advisors: How Much Will You Pay In Taxes During Retirement? - 9:16 Client Corner: What Is Spend Down? - 17:09 Medicare Advisor: Underwriting - 24:16 Eidelman Law Advisor: Your Estate Plan Doesn't Matter If No One Can Find It - 33:26 CPA: Moving To A Different State For Better Taxes - 41:00 Credits: 46:51 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 this week is FULL of great tips. Guest Host Rick Everett is here with Larry, Danny, Julie, and more to discuss all things retirement. Intro: 0:00 Financial Advisors: "I Don't Want My Money On A Roller Coaster" - 0:21 Financial Advisors: Red Zone Mentality - 9:24 Client Corner: 3 Tips For Retirement - 16:55 Medicare Advisor: Yearly Medicare Review? - 24:17 Eidelman Law Advisor: Joint Tenants With Rights Of Survivorship - 32:23 CPA: 4th Quarter Tax Planning - 40:18 Credits: 46:56 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 U.S. debt limit? Is the stock market news something to worry about? I'm worrying about my retirement, do I have all of my options lined up? Is my plan working? All these questions and more are on this week's Retire Hour. Intro: 0:00 Financial Advisors: There's Always Something Going On With The Markets - 0:21 Financial Advisors: Blind Spots In The Tax Code - 10:23 Client Corner: Special Exceptions For Disabled People and Social Security - 17:40 Medicare Advisor: Lump Sums Can Trigger IRMA - 24:12 Eidelman Law Advisor: Is Your Financial Advisor Asking Estate Planning Questions? - 33:24 CPA: Secure Act 1.0 and 2.0 - 41:27 Credits: 46:52 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 this episode of Retire Hour, Market Advisory Group's advisors discuss the debt-ceiling negotiations, who needs to plan for taxes, retirement teamwork and Medicare Select policies. Intro: 0:00 Financial Advisors: "Sonny, I'm 80-Years-Old, I Can't Weather The Storm, I Don't Even Buy Green Bananas" - 0:21 Financial Advisors: You Don't Have To Be Howard Hughes To Plan For Taxes - 9:21 Client Corner: Synergistic Energy - 17:04 Medicare Advisor: Should You Select A Medicare Select Policy - 24:18 Eidelman Law Advisor: Sometimes After Death, The Gloves Come Off - 33:15 CPA: How Much Do You Want To Hurt Yourself With Taxes - 42:30 Credits: 46:51 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 current market inflation, prices surging upward across the board, and how to tell if your advisor is ethical or not. Our Medicare, Estate, and Tax segments will give you key information also. Also...did Matt ROAST Gerald in the estate segment??? Intro: 0:00 Financial Advisors: Prices Don't Go Back Down - 0:21 Financial Advisors: Keeping Pace With Inflation - 8:40 Client Corner: Is Your Advisor Ethical? - 16:06 Medicare Advisor: Costs Of Prescription Drugs - 24:16 Eidelman Law Advisor: Online Estate Plans? - 32:13 CPA: Tax Implications When You Transition Your Portfolio Into Precious Metals - 40:19 Credits: 46:52 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's advisor panel, Medicare agent, estate planning attorney, and tax CPA are here to address the big changes in the U.S. Stock Market, and key updated you need to know moving forward for your retirement. Intro: 0:00 Financial Advisors: How Do I Get Ready For Retirement? - 0:21 Financial Advisors: Two Days That Matter In The Stock Market - 10:00 Client Corner: Knowing Your Accounts - 16:39 Medicare Advisor: Medicare Monkey Business - 24:14 Eidelman Law Advisor: Married With Medicaid - 30:58 CPA: Don't Let Your Retirement Combust Spontaneously - 41:46 Credits: 46:47 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.

Retirement can be complicated. We're simplifying social security questions for you on this episode as well as talking about money implications of death, lump sum pensions, and the taxes behind it all. Intro: 0:00 Financial Advisors: Back Dating Social Security? - 0:21 Financial Advisors: Lump Sum Pensions - 8:52 Client Corner: Mr. Fees - 17:02 Medicare Advisor: Maybe You Should Take Your Prescription Across The Street To Save Money - 24:10 Eidelman Law Advisor: Where Is Your Money Going When You Die? - 31:43 CPA: Some Want To Owe Uncle Sam, Some Want A Refund - 40:09 Credits: 46:40 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.

A recent news report showed the U.S. could be defaulting on debt. Our financial advising panel discusses this and planning your life for a potential loss of a spouse. We'll also talk about cancer policy in our Medicare segment, owning a business as it relates to your estate, and filing married vs jointly. Intro: 0:00 Financial Advisors: U.S. Debt Default - 0:25 Financial Advisors: Planning For Surviving Your Spouse - 8:36 Client Corner: Spouse Only Gets 50% Of Your Pension - 17:05 Medicare Advisor: What's A Cancer Policy? - 24:05 Eidelman Law Advisor: You Need To Factor Your Business Into Your Estate Plan - 33:56 CPA: Poison Pills For Filing Taxes Separately - 41:05 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.

Because your future matters, it's time to start thinking about legacy planning. In this episode, hear about personal stories from people making retirement decisions that impact finances, healthcare, taxes, and the uncertainty of the world from our professionals. Intro: 0:00 Financial Advisors: Surprise Death And Its Consequences - 0:21 Financial Advisors: Legacy Planning - 9:55 Client Corner: Social Security Is Predictable - 19:07 Medicare Advisor: "I Hate Medicare Advantage" - 27:05 Eidelman Law Advisor: The Widow Mary - 36:48 CPA: Going Through A Labyrinth Without A Map - 41:10 Credits: 47:18 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 week, our advisor panel talks about retirement pitfalls and how working with a team can help your plan last. We discuss market volatility in our Client Corner segment, dental work in our Medicare segment, deed details with our Estate Attorney, and CD's at the bank during Tax Talk. Intro: 0:00 Financial Advisors: Not Your Father's Annuity? - 0:21 Financial Advisors: Help Is Just Down The Hall - 7:53 Client Corner: Everyone Has To Pay Uncle Sam, But You Don't Have To Tip Him - 16:55 Medicare Advisor: Does Medicare Have Dental Insurance? - 23:54 Eidelman Law Advisor: You're Marrying Your In-Laws - 33:04 CPA: Like Landing A Plane On Aircraft Carrier - 41:12 Credits: 47:18 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.

Advisors Matt Goolsby, Danny Goolsby, Julie Newton, and Larry Kloefkorn are here to keep you informed. On this episode, learn about retirement during a recession, tax planning vs tax preparation, and client stories regarding Medicare, Estate Planning, and Taxes. Visit us at www.marketadvisorygroup.com for a free consultation. Intro: 0:00 Financial Advisors: Is Your Retirement Recession-Ready? - 0:21 Financial Advisors: We're Just Recording History - 9:03 Client Corner: Set-It-And-Forget-It Estate Plans? - 17:12 Medicare Advisor: Switching Medicare Supplements For Better Rates - 24:08 Eidelman Law Advisor: Testamentary Trust - 33:07 CPA: It's Never Good News When You Get A Letter From The Government - 41:29 Credits: 47:11 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 this episode of Retire Hour, the Market Advisory Group panel discusses the rampant bank failures we've seen in recent weeks. We also sit down with our Medicare expert about IRMA affecting your taxes, how a lottery winner blew $50 Million in just eight years, and tax information you'll need to know about the Secure Act 2.0. Intro: 0:00 Financial Advisors: Bank Failures Across America. - 0:21 Financial Advisors: Tax Man: "You Can Pay Me Now, Or You Can Pay Me Later" - 8:01 Client Corner: There's A Lot To Unpack There - 15:53 Medicare Advisor: Who's Irma And Why Do I Owe So Much In Taxes? - 23:59 Eidelman Law Advisor: "I'll Take This Money To The Grave" - 32:27 CPA: Mistake In Secure Act 2.0 - 40:33 Credits: 47:11 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 today's episode, we talk about Market Instability leading to pitfalls, knowing what you're paying Advisors for, and diversifying your portfolio. Then, our CPA shows how fast a fear-based decision can lead to a $35,000 Tax Bill if you don't have someone in your corner with the right expertise. Intro: 0:00 Financial Advisors: Bonds. Tricky Bonds. - 0:21 Financial Advisors: Pre-Tax Accounts Only? - 8:20 Client Corner: Fees, Darned Fees, and Statistics - 16:39 Medicare Advisor: 'Til Medicare Do Us Part - 23:51 Eidelman Law Advisor: Operations Of Laws - 31:51 CPA: $35,000 Tax Bill? What? - 41:32 Credits: 47:16 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 today's episode, we unpack a client corner story that tracks the lives of two sisters and their investment decisions, a key segment you'll definitely want to watch. Then, our Retirement experts talk about the "red zone," cashflow, and our CPA goes over all sorts of acronyms. Intro: 0:00 Financial Advisors: The Retirement Redzone - 0:21 Financial Advisors: Cashflow Is Vital - 8:20 Client Corner: It Was The Best Of Times, It Was The Worst Of Times - 16:06 Medicare Advisor: Should You Double Up On Group Insurance And Medicare? - 24:06 Eidelman Law Advisor: Power Of Attorney Is Only For Life - 32:28 CPA: RMDs, QCDs And ACAs, Oh My - 42:05 Credits: 47:37 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.

Guest host Rick Everett sits down with Trey Basa to make medicare simple and easy, Devin Seward for avoiding probate when it comes to estate planning, and Joshua Cicora to discuss the changes to tax law over time. Intro: 0:00 Financial Advisor: Interest Rate Hikes Pros And Cons - 0:21 Medicare Advisor: Captive Vs Independent Agents - 9:50 Eidelman Law Advisor: Avoid Probate? - 25:15 CPA: Thanks Reagan For Taxable Social Security - 38:24 Credits: 49:35 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 week's episode, the Retire Hour team discusses managing CDs (certificate of deposit), how much you really need to retire, houses as part of a trust, complications with changing your legal name, mistakes people make with wills, backdoor Roths, and tax mistakes. Intro: 0:00 Financial Advisors: CD Interest Rates Too Good To Be True? - 0:21 Financial Advisors: How Much Money Do I Need To Retire? - 10:10 Client Corner: There Are Landmines Everywhere - 16:22 Medicare Advisor: Sometimes Simple Is Not So Simple - 24:08 Eidelman Law Advisor: Something Isn't Always Better Than Nothing - 32:35 CPA: Warning Bells Around "Backdoor" Roth Conversions - 42:13 Credits: 47:23 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 are the next steps in retirement when a loved one passes away? Join the Retire Hour team as they discuss that crucial time period, weighing Medicare decisions, gifting vs not gifting assets to children, and a special Client Corner. Intro: 0:00 Financial Advisors: Easy To Be Long-Term Investor 'Til You Take Short-Term Losses - 0:21 Financial Advisors: Unexpected Deaths In Retirement - 8:57 Client Corner: "Maybe, It's My Fault" - 16:57 Medicare Advisor: Weigh Your Decisions Out - 23:40 Eidelman Law Advisor: When And When Not To Gift Assets To Children - 34:01 CPA: Everyone Gets A Mulligan On This - 41:38 Credits: 47:03 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.

Intro: 0:00 Financial Advisors: Large Losses Early In Retirement - 0:21 Financial Advisors: Plot Your Course Ahead 'Cause The Runway Behind You Does You No Good - 9:05 Client Corner: You Don't Plan To Fail, You Fail To Plan - 17:02 Medicare Advisor: That Price Creeps Up - 24:14 Eidelman Law Advisor: Is A Trustee Responsible For Paying All The Taxes? - 33:03 CPA: There Is No Tax Bracket At 20% - 42:10 Credits: 47:33 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 team discusses common roadblocks people face while heading into retirement, questions about house payments, and the difference between tax preparation and tax advising. Got retirement questions for our hosts? Submit yours at https://retirehour.com. Intro: 0:00 Financial Advisors: Optimize Your Social Security - 0:21 Financial Advisors: Uncle Sam Gets A Piece - 8:32 Client Corner: Remember Those Old Days - 16:11 Medicare Advisor: Couples Go Their Separate Ways With Medicare - 24:06 Eidelman Law Advisor: Contested Estate Plans - 32:50 CPA: Referring To A Tax Specialist - 41:30 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.

The Retire Hour team debates choosing lump sum or monthly payment for pensions, retirement for divorcees, and dives deep into medicare questions and taxes. Intro: 0:00 Financial Advisors: Can't See the Forest Through the Fees - 0:21 Financial Advisors: Rights For Divorcés - 8:53 Client Corner: Tax Consequences - 17:59 Medicare Advisor: Not Your Father's Medicare Plan - 24:03 Eidelman Law Advisor: Five-Year Clock for Medicaid - 33:15 CPA: The Snowball Effect of Taxes - 42:02 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.

The Market Advisory Group team discusses the "sideways" market and what that means for your portfolio, the team approach for retirement, estate planning, and a client's story about filing for Medicare. Be sure to visit RetireHour.com or MarketAdvisoryGroup.com to learn more about finding the right team for your retirement.

In this episode, the team breaks down tax options, nest eggs, and portfolio losses before diving into Social Security options. On today’s client corner, hear the story of Marie and how having an advisor who listens made all the difference. Finally, they’ll discuss a widow’s story of medical bills and insurance appeals and why or why not someone would want to avoid probate. Original airdate 1/14/2023. Intro: 0:00 Financial Advisors: Nest Eggs - 0:21 Financial Advisors: Options For Widow(er)s - 8:37 Client Corner: Listening To The Client - 16:22 Medicare Advisor: One Widow's Story - 24:02 Eidelman Law Advisor: Can You Avoid Probate? - 32:50 CPA: Once The Tax Genie's Out Of The Bottle - 41:20 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.

Episode 1 of Season 6 of Retire Hour. Matt Goolsby is joined in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita and Jonathon McCoy remotely in Kansas City. They discuss how an integrated team can better help you create your retirement plans. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to talk about a rare special circumstance when it comes to Medicare. Matt is then joined by attorney Gerald Eidelman to discuss a family's discovery of a father's pension plan. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to delve deeper into Secure Act 2.0. Intro: 0:00 Financial Advisors: Teamwork Makes The Dream Work - 0:21 Financial Advisors: Ride It Out? - 9:16 Financial Advisors: Love Letter From The IRS - 15:52 Medicare Advisor: First Of The Month - 23:57 Eidelman Law Advisor: Found Pension Plan - 32:45 CPA: Secure Act 2.0 - 41:00 Credits: 47:32 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.

Episode 14 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita and Julie Newton remotely in Kansas City. They discuss tax withholding income planning. Next, Matt is joined by Cory Hiebert, of Market Medicare Advisors to talk about indemnity plans and how they can help you save money down the road. Matt is then joined by attorney Gerald Eidelman to discuss involving family members in your estate planning conversations. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to talk about deducting medical bills from your taxes. Intro: 0:00 Financial Advisors: Secure Act 2.0 - 0:21 Financial Advisors: IRA Inheritance - 9:23 Financial Advisors: Coming Recession - 17:01 Medicare Advisor: Starting Medicare and SS At Different Times - 24:10 Eidelman Law Advisor: How Young Is Too Young - 31:59 CPA: The Unlucky Heir - 40:37 Credits: 47:28 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.

Episode 13 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Danny Goolsby and Larry Kloefkorn remotely in Wichita. They discuss the Secure Act 2.0 and how it affects you and your retirement. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to talk about penalties when you don't have a drug plan. Matt is then joined by attorney Gerald Eidelman to discuss how Secure Act 2.0 affects estate planning. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to talk about changes in Required Minimum Distribution with Secure Act 2.0. Intro: 0:00 Financial Advisors: Secure Act 2.0 - 0:21 Financial Advisors: IRA Inheritance - 8.46 Financial Advisors: Coming Recession - 17:20 Medicare Advisor: Starting Medicare and SS At Different Times - 23:43 Eidelman Law Advisor: How Young Is Too Young - 32:31 CPA: The Unlucky Heir - 39.31 Credits: 47:00 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.

Episode 12 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Julie Newton remotely in Kansas City. They discuss the volatile stock market and different alternatives you can consider. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to talk about starting Medicare at a different time than Social Security. Matt is then joined by estate planning attorney Gerald Eidelman to discuss how young is too young for estate planning. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to talk through a scenario with an unlucky heir. Intro: 0:00 Financial Advisors: Volatile Stock Market - 0:21 Financial Advisors: Cashing Out IRAs - 9:19 Financial Advisors: Taxes And Investments - 17:04 Medicare Advisor: Starting Medicare and SS At Different Times - 23:27 Eidelman Law Advisor: How Young Is Too Young - 32:12 CPA: The Unlucky Heir - 41:29 Credits: 46:21 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.

Episode 11 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss rising interest rates that could be costing you money. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to explain what happens if you regret your choice during Medicare Open Enrollment. Matt is then joined by estate planning attorney Gerald Eidelman to discuss the tax implications of your estate plans. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to talk through strategic liquidations that can lessen your tax burden. Intro: 0:00 Financial Advisors: Rising Interest Rates - 0:21 Financial Advisors: Tax-Efficient Retirement - 8:25 Financial Advisors: Life Insurance Policies - 15:32 Medicare Advisor: Open Enrollment is Over - 22:54 Eidelman Law Advisor: Estate Tax Planning - 32:35 CPA: Strategic Liquidations - 40:09 Credits: 45:58 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.

Larry Kloefkorn is joined by financial advisor Danny Goolsby as well as Jonathon McCoy from Market Advisory Group Kansas City where they talk about what an unhealthy relationship with your financial advisor might look like before tackling the wild swings in the market. Larry is then joined by Bill Vawter of Market Medicare Advisors where they continue to talk about Medicare's Open Enrollment that ends on December 7th. Next, Larry is joined by Gerald Eidelman with Eidelman Law Firm to answer the question, does everyone need a trust? Lastly, Larry and lead CPA Joshua Cicora discuss tax costs vs market costs when deciding to make changes to your 401k.

Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby as well as Jonathon McCoy from Market Advisory Group Kansas City where they talk about Phantom Incomes that you may not recognize. Matt is then joined by Bill Vawter of Market Medicare Advisors where they continue to talk about Medicare's Open Enrollment that ends on December 7th. Next, Matt is joined by Gerald Eidelman with Eidelman Law Firm to explain why creating an Estate Plan isn't enough? Lastly, Matt and lead CPA Joshua Cicora continue the Estate Planning conversation but from the Tax perspective.