On this Special Episode, Larry Kloefkorn is our Guest Host while Matt is on vacation. Larry is joined by Danny Goolsby in house where they discuss if Your Advisor is Product or Process Driven? Larry is then joined by Bill Vawter of Market Medicare Advisors to tackle a recent question by a visitor to our Home Show booth. Next, Larry is joined by Gerald Eidelman with Eidelman Law Firm on how to approach tax consequences for lack of planning on retirement accounts to the next generation. Lastly, Larry and lead CPA Joshua Cicora go in to detail about early tax preparation around this time of year.

Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby in house and we welcome back Jonathon McCoy from Market Advisory Group where they discuss the Cost of Loaded Funds. Matt is then joined by Bill Vawter of Market Medicare Advisors to explain staying on a current work plan or getting on Medicare. Next, Matt is joined by Gerald Eidelman with Eidelman Law Firm to answer the question "What kind of planning can be done for Medicaid?". Lastly, Matt and lead CPA Joshua Cicora go in to detail tax software issues and why a tax expert can better prepare you for the upcoming tax season.

Matt Goolsby is joined by financial advisors Larry Kloefkorn and Danny Goolsby from Market Advisory Group where they discuss the Cost of Living Adjustments. Matt is then joined by Bill Vawter of Market Medicare Advisors to express his anticipation of Medicare Open Enrollment! Next, Matt is joined by Devin Seward with Eidelman Law Firm to talk about why Power of Attorney’s are so important. Lastly, Matt and lead CPA Joshua Cicora go in to detail about Social Security getting an increase and why that may cost you more in taxes?

Matt Goolsby is joined by financial advisor Larry Kloefkorn from Market Advisory Group.They discuss pension plans and inheriting retirement plans. Matt is then joined by Bill Vawter of Market Medicare Advisors to express concerns about Medicare Advantage Plans not working in certain retirement homes. Next, Matt is joined by Jenah Moody with Eidelman Law Firm to talk about VA Pensions and Veteran's Benefits. Lastly, Matt and lead CPA Joshua Cicora go in to detail about Roth contributions being taken back?

Matt Goolsby is joined by two financial advisors from Market Advisory Group, Danny Goolsby in the booth and Larry Kloefkorn in our remote studio. They discuss stagflation and address losing a spouse in the early stages of retirement. Matt is then joined by Bill Vawter of Market Medicare Advisors to expand on the lower cost of Medicare Plan B Premium. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk about the risks of not having an estate plan when you own a business. Lastly, Matt and lead CPA Joshua Cicora go in to detail about mixing withdrawals from different pots of money to minimize taxes in retirement.

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Larry Kloefkorn and Danny Goolsby remotely in Wichita. They discuss market concerns and answer a 3 part listener question regarding widow’s benefits, switching to social security, and drawing from your IRA. Matt is then joined by Bill Vawter of Market Medicare Advisors to expand on Open Enrollment for Medicare. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk about blended families. Lastly, Matt has his final thoughts of the week.

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss forgotten 401k’s and answer a listener question regarding investing in 401k’s at a young age. Then in the “Find the Fees” segment they examine Incomplete Advise. Matt is then joined by Bill Vawter, of Market Medicare Advisors to compare and contrast staying on a group health plan or joining Medicare. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk about a recent client whom has several pieces of property and needs a better estate plan. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about different types of tax accounts.

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 market volatility in you retirement plan and answer a listeners question regarding when to cash out in retirement. Then in the “Find the Fees” segment they examine I Bonds. Matt is then joined by estate planning attorney Gerald Eidelman to answer a listeners question about the role your children should play in your estate plan. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question regarding expenses Medicare covers in long term care. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to talk through Social Security tax.

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They discuss some things to be conscious about in the current market and vital steps that you need to take when you’re helping your parents out in their old age. Then in the “Find the Fees” segment they examine Market Volatility and the potential fees it could bring about. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the role Tricare plays in relation to your current or future Medicare plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to better understand what your Estate plan look like if you happen to move. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to walk through the steps of someone’s last Tax Return.

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the continual effects of inflation and “The Baby Boomer Dilemma” a movie sponsored by Market Advisory Group that focuses around rethinking many elements of you retirement. Then in the “Find the Fees” segment they examine the potential fees from Social Security. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the most common Medicare Supplement plan. Next Matt is joined by estate planning attorney Gerald Eidelman to elaborate on how charitable giving and Estate Planning connect. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about 8821’s and what exactly their benefit is.

Episode 19 or 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 continual impacts inflation can bring to your retirement and answer a listeners question concerning when to draw out of an IRA. Then in the “Find the Fees” segment they cover the potential hidden fees in your tax planning. Matt is then joined by lead CPA of Market Tax Services Joshua Cicora to chat about tax implications for someone who has already started taking social security and is wanting to go back to work. . Next Matt is joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question regarding when to take Medicare part D and the implications of postponing their medicare. Lastly, Matt is joined by estate planning attorney Gerald Eidelman to discuss LTC and Medicaid planning.

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss market volatility and social security implications when divorced. Then in the “Find the Fees” segment they examine different ways to have better control of your retirement. Matt is joined by Cory Hiebert, of Market Medicare Advisor to talk through gaps in a Medicare Advantage Plan. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding their mother-in-laws trust. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the important information you need to know about tax withholdings. 

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Jonathon McCoy and Danny Goolsby remotely. They discuss the 4% rule and going into retirement without knowing how much it will cost you. Then in the “Find the Fees” segment they examine Single Stock Risk. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through transition from a. Group or employer plan to medicare. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding estate planning in relation to owning a small business. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question regarding how bonds are handled when taken out IRA as an RMD.

Episode 16 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 taxes in retirement and what millionaires should consider when retiring. Then in the “Find the Fees” segment they examine Income riders. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the process of changing between plans. Next Matt is joined by estate planning attorney Gerald Eidelman to chat about a sizable nest egg with a blended family. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question regarding moving money to a TSP account.

Matt Goolsby is joined in studio by lead CPA of Market Tax Services Joshua Cicora and two financial advisors from Market Advisory Group, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They talk through the Secure Act 2.0 and the potential coming to RMD’s in the future. Then in the “Find the Fees” segment Matt chats with Jonathon and Larry about buying on margin. Matt is then joined by Bill Vawter, of Market Medicare Advisors to discuss things to be wary of when getting phone calls about Medicare. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question concerning owning a house with blended family. Lastly, Matt is joined by Cory Hiebert, of Market Medicare Advisors to talk through different types and advantages of certain drug plans. 

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They discuss recent stock fluctuation and Biden’s recent tax plan. Then in the “Find the Fees” segment they examine Bonus Annuities. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through SEP’s and that they could mean to your Medicare plan. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question who was concerned about potentially not having everything done for their estate plan. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about taxes with Social Security.

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.

Rick Everett is joined by two financial advisors from Market Advisory Group, in studio by Larry Kloefkorn and Danny Goolsby remotely in Wichita. They discuss soaring inflation and making sure your advisor is ready as the market and laws change. Then in the “Find the Fees” segment they examine Variable Annuities. Rick is then joined by Corey Hiebert, of Market Medicare Advisors to talk through the different types of Medicare plans. Next Rick is joined by estate planning attorney Gerald Eidelman to address the process of changing your name in an estate plan. Lastly, Rick is joined by lead CPA of Market Tax Services Joshua Cicora to chat about Inherited IRA’s. 

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss new inflation numbers and talk through a recent meeting they had widowed woman who is having to handle her finances for the first time. Then in the “Find the Fees” segment they examine advisors that are product driven and process driven. Matt is then joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question regarding the best course of action when retiring a with a disability. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question concerning the effects a net worth could have on a trust and an estate plan. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about PTC income limits. 

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They discuss the potential retirement risks that could come about from volatility and inflation in the market, and answer a listeners question regarding when to start collecting social security. Then in the “Find the Fees” segment they examine term insurance. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the cost of Medicare supplements. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question about revocable trusts. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about some common tax questions he has been getting. 

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 talk through how corrections and downturns in the market could effect your retirement and answer a listeners question concerning 401k’s. Then in the “Find the Fees’ segment they take a look at buy and hold advisors. Matt is then joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding the differences between Executors and Trustees. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to a sewer a listeners question about reducing taxes with a QCD(Qualified Charitable Distribution) and RMD. Additionally they discuss the benefits of Roth conversions.

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the role taxes play when making investments and incoming volatility. Then in the “Find the Fees” segment they take a a closer look at the potential hidden fees taxes could bring about. Matt is then joined by Bill Vawter, of Market Medicare Advisors to examine misleading Medicare marketing. Next Matt is joined by estate planning attorney Gerald Eidelman to talk through the process of transferring assets. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question regarding tax implication in Medicare. 

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 talk through an estimated amount of money needed to retire an dhow to reduce risk in your portfolio. Then in the “Find the Fees” segment they examine VUL’s and the fees they could potentially bring. Matt is then joined by Bill Vawter, of Market Medicare Advisors to better understand what you could be potentially overpaying for in Medicare. Next Matt is joined by estate planning attorney Gerald Eidelman to discuss the current estate tax exemption and how it will adjust in the future. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the benefits.

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the part of retirement we have control over and the parts we don’t have control of. Then in the “Find the Fees” segment they examine 401ks and the fees they could potentially bring. Matt is then joined by Bill Vawter, of Market Medicare Advisors to compare and contact the pros and cons of Medicare advantage, as well as, the many misconceptions about the plan. Next, Matt talks through the importance of having an estate plan included with your retirement, taxes, and Medicare planning. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the new Face ID implemented by the IRS. 

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby 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.

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They talk through potential changes coming to the secure act and what to consider as you begin taking social security. Then in the “Find the Fees” segment they examine Bonus Annuities. Matt is then joined by Bill Vawter, of Market Medicare Advisors to discuss the approach someone should take with their medicare once they reach 65. Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question about estate planning round a prenuptial agreement. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about things you need to know as tax season approaches. 

Rick Everett 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 talk through the importance of knowing how much retirement will cost you and the dangers of a set it and forget it mindset in retirement. Then in the “Find the Fees” segment the advisors answer a listeners question about estate planning. Rick is then joined by Bill Vawter, of Market Medicare Advisors to compare a contrast different types of Medicare Supplement plans. Next, Rick is joined by estate planning attorney Gerald Eidelman to discuss TOD’s and the benefits of using them. Lastly, Rick is joined by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question concerning how to issue a gift to children if neither of the parents pay taxes. 

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss important steps needed to take as you plan your retirement and recent price increases. Then in the “Find the Fees” segment they examine bonds and potential rising interest rates. Matt is then joined by Bill Vawter, of Market Medicare Advisors to cover increases in Part B premiums and the hold harmless provisions. Next, Matt is joined by legal assistant Jenah Moody to talk through veterans benefits and the 3 M’s involved in it. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about changes to 1099k’s in this upcoming tax year. 

Episode 1 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 continual inflation in the market and the benefits of working with a team when planning for your retirement. Then in the “Find the Fees” segment they compare and contrast fee based advisors and commission bases advisors. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the steps people on medicare can take if they missed open enrollment and want to change their coverage. Next, Matt is joined by estate planning attorney Gerald Eidelman to examine the secure act and the impact it could have on a trust. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about withholdings and the importance of resisting them at the beginning of the year.

Episode 24 of Season 3 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the impact inflation may have on people with a fixed income and answer a listeners questions regarding tax consequences when planning for retirement. Then in the “Find the Fees” segment they examine different types of strategies when planning for retirement. Matt is then joined by Bill Vawter, of Market Medicare Advisors to elaborate on what Medicare part B is and the premiums involved within it. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through the necessary steps to take if you lose a spouse in retirement and pan to remarry. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to go over some important tax dates that are coming up. 

Episode 21 of Season 3 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss Things someone should consider when taking out Social Security and when creating an income plan. Then in the “Find the Fees” segment they examine income riders and the potential fees involved with them. Matt is then joined by Bill Vawter, of Market Medicare Advisors to chat about Medicare Phone Sales and what you need to be aware of when contacted by these types of advisors. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through the steps needed to take if you don’t have a power or attorney when you or someone you know is incapacitated. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question

Episode 21 of Season 3 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 Build Better Back bill and answer a listeners question regarding money in a 401k account. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through options available for Retired Federal employees. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question concerning receiving an inheritance while not being the trustee. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the tax and Roth implications of the Build Back Better bill.

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss mandates leading some to an early then expected retirement and the debt deadline being back in the news. Then in the “Find the Fees” segment they take a look back at Roth Conversions. Matt is then joined by Bill Vawter, of Market Medicare Advisors to continue their discussion on open enrollment as it comes to a close on December 7th. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through the topic of Trust Mills. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about how break points, really amount to a tax increase.

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 talk through the importance of having all the data when working with a client and future taxable implications in retirement. Then in the “Find the Fees” segment they examine the fees involved with life insurance and tax complications. Matt is then joined by Bill Vawter, of Market Medicare Advisors to elaborate on money you could potential save with your Medicare plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to discuss things that you cannot fo in an estate plan. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the the potential tax nightmare an inherence can bring about. 

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss how the lack of a Team approach in retirement could cost you dearly, in addition too, new regulations and tax increases in the near future. Then in the “Find the Fees” segment they examine the market for potential inflation concerns. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the negative cogitation many of their clients have towards Medicare Advantage plans. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding single point contact in the event of a premature death. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the implications of taxes when it comes to inheritance. 

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, and remotely in Wichita by Jonathon McCoy and Larry Kloefkorn. They discuss the benefits and potential savings a having a team approach could have when planning for retirement. Then in the “Find the Fees” segment they revisit the topic of loaded funds. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the different avenues a married could could take when they’re on a work health insurance plan while also approaching 65. Next, Matt is joined by estate planning attorney Gerald Eidelman to examine the necessary steps needed to take after setting up a trust. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about a recent discussion Matt had with someone that attended a workshop.

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They discuss the importance and benefits of working with a financial and tax advisor under the same roof. Additionally they examine the future of social security and what social security checks will potentially look like next year. Then in the “Find the Fees” segment they tackle the subject of target date funds. Matt is then joined by Bill Vawter, of Market Medicare Advisors talk through prescription drugs in relation to a Medicare Advantage Plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding the process of donating assets to charity after passing away. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the cons of exclusively using tax software to file your taxes.

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They examine the payroll tax enacted by Washington state and the factors Filial Responsibility Laws could play in your retirement. Then in the Find the Fees segment Danny and Joshua to talk through the fees involved with paying off a mortgage with a large lump sum from a 401k or IRA. Matt then goes one on one with Joshua Cicora, lead CPA of Market Tax Services, to discuss taking money out of an IRA account and answer a listeners question regarding moving money from one brokerage to another. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through the importance of getting your estate plan done in a timely manner so you’re prepared for any situation thrown at you.. Lastly, Matt is joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question regarding calculating MAGI for part B of Medicare. 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.

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 answer a listeners question regarding social security and discuss unrealistic expectation in relation to the index. Then in the “Find the Fees” segment they compare and contrast how Market Advisory Group manages money verses other financial advisors. Matt is then joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question concerning a group plan from employer. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding a person with a broker license becoming power of attorney for spouse and family. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to talk through the differences between Roth conversions and contributions.

Matt Goolsby is joined by financial advisor Larry Kloefkorn to discuss the impact social security could have on people born in 1960, and then they’re joined by lead CPA of Market Tax Services, Joshua Cicora to compare and contrast tax advisors and tax preparers. Afterwards, Matt and Larry examine Variable annuities in the Find the Fees segment. Matt is then joined by Bill Vawter, of Market Medicare Advisors to

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They talk through specific terms used by advisors t be wary of and continue their discussion about the debt ceiling debate they had a few weeks back. hen in the “Find the Fees” segment they examine RMD’s (required minimum distributions). Matt is then joined by Bill Vawter, of Market Medicare Advisors to discuss recent TV ads centering around open enrollment. Matt is then joined by estate planning attorney Gerald Eidelman to talk through preparing the next generation for your estate plan. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about tax implications on precious metals. 

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They talk through Stagflation and examine recent economic data that may foreshadow the future of the market. Then in the “Find the Fees” segment they discuss Expense Ratios. Matt is then joined by Bill Vawter, of Market Medicare Advisors to reiterate the importance of open enrollment as it nears closer. Matt is then joined by estate planning attorney Gerald Eidelman to compare and contrast spendthrift trust and how it may differ from a normal trust. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to continue their conversation from last week on potential tax increases from congress. 

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 potential of the market going sideways with proposed regulations and taxes. Additionally they talk through the importance of a team approach when planning for retirement, and how Market Advisory Group offers that. Then in the “Find the Fees” segment they examine A Shares. Matt is then joined by Bill Vawter, of Market Medicare Advisors to elaborate on Medicare workshops Bill teaches, keys for open enrollment, and the risk of changing your Medicare plan without necessary planning. Matt is then joined by estate planning attorney Gerald Eidelman to talk through the benefits of involving your kids in your estate planning. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to give an update on potential tax increases.

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the debt limit and taxes going up from the most recent spending bills. Then in the “Find the Fees” segment they talk through cash value life insurance. Matt is then joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question regarding medicare deadlines for him and his wife, who is about to turn 65. Matt is then joined by estate planning attorney Gerald Eidelman to answer a listeners question involving a small amount assets when a person is in a serious medical condition. Lastly, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to walk through the steps needed to take with taxes if you lose a spouse.

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 talk through social security trust funds and give their number one tip for people nearing retirement. Then in the “Find the Fees” segment they discuss the different types of taxes in retirement. Next Matt talks one on one with financial advisor Danny Goolsby about first hand examples of how beneficial a collaboration approach to retirement is. Matt is then joined by estate planning attorney Gerald Eidelman to examine and explain Estate Tax Exemption. Lastly, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to chat about the effect 1099k’s may have on future online purchases and sales.

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the recent 3.5 Trillion dollar spending bill moving forward and answer a listeners question concerning indexed annuities. Then in the “Find the Fees’ segment they examine and debunk some hidden fees involved in phantom income tax. Next Matt talks one on one with financial advisor Jonathon McCoy about a client a client go his who is retiring and manages a shipping company. Matt is then joined by estate planning attorney Gerald Eidelman to answer a listeners question pertaining a will between two sisters. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about social security tax.

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 operating under the Fiduciary Standard and answer a listeners question concerning pension buyouts. Then in the “Find the Fees” segment they examine annuities and the potential fees they could be hiding. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the steps needed to take as open enrollment approaches. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listers question concerning assets within a blended family. Lastly, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to answer a listeners question about the tax implication on their recent casino winnings.

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They talk through what a sector rotation is and the drawbacks of DIY’s when planning your retirement. Then in the “Find the Fees” segment they examine the potential fees in long term care insurance. Matt is then joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question about switching to a drug plan after having a plan that didn’t necessarily work for them. Next, Next, Matt is joined by estate planning attorney Gerald Eidelman to discuss strategies to avoid probate with TOD’s and POD’s. Lastly, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to chat about good intention that lead to unintended consequences when it comes to tax planning