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 3 major factors to consider when planning for retirement, when you want to retire, how you want to live in retirement, and your health in retirement. Additionally they examine why many people they meet with are reluctant to discuss their retirement situation right away. Then in the “Find the Fees” they talk through buying stocks. Matt is then joined by estate planning attorney Gerald Eidelman to establish the steps that need to be taken in the estate planning process. Next, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to chat about the importance of working with both a financial advisor and estate planning attorney when tax planning. Lastly, Matt is joined by Bill Vawter, of Market Medicare Advisors to answer a question from a listener about maxing out medicare 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 answer a listeners questions concerning the best time to start collecting social security. Later, they discuss “The Lost Decade” which took place between1999-2009 and centered around S&P 500 returning to -2% after a 10 year period. Then in the “Find the Fees” they examine mutual funds and the fees they could bring about. Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to chat about tax implications when it comes to social security. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to discuss spouses choosing the same Medicare plan out of convenience rather than searching for a plan that fits them better. Lastly, Matt is then joined by estate planning attorney Gerald Eidelman to talk through when someone should consider a special needs trust.

Episode 1 of Season 3 of Retire Hour. Matt Goolsby is joined by two financial advisors from Market Advisory Group, Larry Kloefkorn and Danny Goolsby. They discuss Social security tips and DIY’s when it comes to income planning, investment allocations, and tax planning. Then in the “Find the Fees” they examine recent TV and radio commercials that focus on selling life insurance policy. Matt is then joined lead CPA of Market Tax Services, Joshua Cicora talk through federal pensions and the lack of state income owed with them. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question about conflict that arose concerning a family vacation house and what steps could have been taken to potentially avoid it. Lastly, Matt is then joined by Bill Vawter, of Market Medicare Advisors to chat about the importance of checking in on your medicare plans from time to time for potential savings.

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 financial steps needed to take if a spouse receives a tragic diagnosis and differentiate the differences advisors working in the same market bring to the table. Then in the “Find the Fees” segment they examine CD’s and the tradeoff’s they present. Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to answer a question from a listener revolving around a precious metal investment and the tax implications it presents. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through a companies recent advertisements on social media that that creates trust for people. Lastly, Matt is then joined by Bill Vawter, of Market Medicare Advisors to discuss recent medicare ads staring Joe Namath and potential misinformation they present in planning for your medicare. 

 Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Larry Kloefkorn and Danny Goolsby remotely. They talk through The New Risk Frontier and how it could effect it could have on retirement, taxes and the economy. Additionally they discuss the recent shortage of what seems like everything, and walk through the potential impacts it could have on future inflation and taxes. Then in the “Find the Fees segment they take a look at the different types of life insurance and the importance of knowing the differences and tradeoffs between them. Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to look ahead to the Child Tax Credit ad the implications it could bring. Next, Matt is joined by estate planning attorney Gerald Eidelman to discuss estate planning traps that could cause a family feud. Lastly, Matt is then joined by Bill Vawter, of Market Medicare Advisors to take an early look at open enrollment and what to stay mindful about as it approaches in the next 3 months. 

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 concerning retiring early and the potential affects it could have on social security. Additionally they talk through the factors to consider when changing advisors after retirement. Then in the ‘Find the Fees” segment all four advisors discuss the ever changing topic of bonds. Matt is then joined by Bill Vawter, of Market Medicare Advisors to clear up the fear/negative feelings many people have towards Medicare Advantage, and the importance of knowing specifics about each medicare plan out there. Next Matt talks through the importance of reviewing your Estate plan, as well as, giving some first hand examples that him and estate planning attorney Gerald Eidelman have witnessed. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about crypto currencies and the implications it could have on taxes.

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Larry Kloefkorn, and Jonathon McCoy remotely in Kansas City. They discuss the importance of communication between you and your significant other when planning for retirement and unexpected expenses that could show up in retirement. Then in the “find the fees” segment they compare and contrast how they handle money and how it differs from other investing tools. Matt is then joined by Bill Vawter, of Market Medicare Advisors to differentiate the differences between Medical Supplements and the best course of action when choosing one. Matt is joined by estate planning attorney Gerald Eidelman to talk through Medicaid and the rules that come with it. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about ROTH conversions and if it could be beneficial for you when taxes potentially go up. 

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 pertaining the steps to take when beginning the retirement process and examine the current market with inflation beginning to materialize. Then in the “Find the Fees” segment they talk through index annuities. Matt is then joined by estate planning attorney Gerald Eidelman to answer a listeners question about blended family and the logistics of assets when either parent passes away. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to talk through Medicare supplements and if now is a good time to shop for them. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to examine some tax tips to consider while on social security.

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 logistics of inheritances and health care expresses in retirement. The in the “Find the Fees segment they talk through 401ks, prospectus’s, and the fees on your nest egg. Matt is then joined by estate planning attorney Gerald Eidelman to walk through 6 estate planning mistakes to avoid. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to examine the steps needed to take to pick the best medicare coverage once you turn 65. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about the continued tax changes presented by congress and what you need to know as we approach the halfway ark of the year.

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 logistics of inheritances and health care expresses in retirement. The in the “Find the Fees segment they talk through 401ks, prospectus’s, and the fees on your nest egg. Matt is then joined by estate planning attorney Gerald Eidelman to walk through 6 estate planning mistakes to avoid. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to examine the steps needed to take to pick the best medicare coverage once you turn 65. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about the continued tax changes presented by congress and what you need to know as we approach the halfway ark of the year. 

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss President Biden’s recent tax increase proposals and the elimination of step up in cost basic for inheritance. Then in the Find the Fees segment they examine ongoing fees and ETF’s VS Mutual funds. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through some tips before choosing a Medicare Advantage Plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to evaluate the steps needed to take if someone were to get remarried during retirement. Lastly, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about Biden’s suggested changes to Long Term Capital Gains rates. 

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Larry Kloefkorn and Danny Goolsby remotely. They discuss service distributions when approaching retirement and their book “The Investor Catch” which is available on Amazon. Then in the new weekly segment “Find the Fees” they talk through Variable Annuities and their fees, which include, M&E fees, subaccount/investment fees, and rider fees. Matt is then joined by Bill Vawter, of Market Medicare Advisors to compare and contrast the two versions of Medicare and what people should consider when choosing one or the other. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through the process of a will when children and a non-married couple is involved. Finally Matt is joined by lead CPA of Market Tax Services, Joshua Cicora chat about the importance of getting advise from both a CPA and financial Advisor., which is something Market Advisory Group offers.

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss the medias recent fascination with REITs and the process of transitioning from work to retirement. Then in the new find the fees segment Danny talks through a recent conversation he had with a client about Unit Investment Trusts. Matt is then joined by Bill Vawter, of Market Medicare Advisors to examine the connections your income has to medicare. Next, Matt is then joined by estate planning attorney Gerald Eidelman to cover the steps needed to take if you lose a loved one. Finally Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to discuss the process of finding a new CPA if yours has retired or passed away. 

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Jonathon McCoy and Danny Goolsby remotely. They discuss investments in precious metals and the predicament of advisors pushing product vs having a plan. Additionally Matt introduces a new segment called “Find The Fees” with the goal of calling out different fees both good or bad, and see how they function according to your money management. Matt is then joined by estate planning attorney Gerald Eidelman to talk through different strategies with estate planning when it comes to a spouse passing away, blended families, and step children. Next, Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to cover donor advised funds and who should consider them. Finally, Matt is joined by Bill Vawter, of Market Medicare Advisors to talk through a question asked by a listener about medicare advantage plan. 

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Larry Kloefkorn and Danny Goolsby remotely. They discuss hedge funds using borrowed money to make bets on media stocks and response Wall Street has had on this dilemma. In addition, they examine the recent acceleration of retail trading with the industrywide decisions to drop commissions in 2019. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk though Preferred Provider Organization (PPO) plans and the role it plays on Medicare. Next, Matt is then joined by estate planning attorney Gerald Eidelman to cover common reasons and events that should lead you to check your estate plan. Finally Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to chat about short term tax planning vs long term tax planning, and what the difference is. 

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Jonathon McCoy remotely in Kansas City. They discuss the risk of advisors tweaking portfolios and the value of meeting with an advisor, attorney, and CPA all at the same time. Additionally they talk through age market volatility when it comes to saving for retirement. Next, Matt is then joined by by Bill Vawter, of Market Medicare Advisors to examine Medicare basics and the different parts of Medicare, A, B, C, & D. Next, Matt is joined by estate planning attorney Gerald Eidelman to cover common estate planning mistakes people make. Finally Matt is joined by lead CPA of Market Tax Services, Joshua Cicora to discuss the best time to start planning for your taxes.

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss the impact reopening the country will have on retail investors, the logistics of stock pickers vs an index, and pension buyouts. Matt is then joined by estate planning attorney Gerald Eidelman to cover the steps to take when pertaining to an estranged and your will. Next, Matt is joined by the lead CPA of Market Tax Services, Joshua Cicora to talk through stimulus checks and the potential postponement of tax day to May 17th. Finally, Matt is joined by Bill Vawter, of Market Medicare Advisors to discuss the processes of changing doctors, medicals plans, and location of residency when referring to medicare. 

Matt Goolsby is joined by the lead CPA of Market Tax Services, Joshua Cicora to discuss a variety of tax related topics which include; stimulus checks, child tax credit, earned income credit, unemployment benefits, and tax planning for retirement. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through medicare penalties when pertaining drugs and coverage. Next, Matt is joined by estate planning attorney Gerald Eidelman to address the “do it yourself” crowd and the importance of having an estate plan reviewed by a local professional. Finally, Matt is joined by Danny Goolsby of Market Advisory Group to chat about the 10 year treasury yield and the implications it could have on inflation. 

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Jonathon McCoy and Danny Goolsby remotely. They talk through the $1.9 trillion stimulus package, Senator Elizabeth Warren’s wealth tax proposal, President Biden’s estate tax plan, and discuss the implications they could have on retirement. Matt is then joined by Bill Vawter, of Market Medicare Advisors to cover the benefits of a Medicare Advantage plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to walk through estate planning if the estate tax exemption is lowered. Finally, Matt is joined by the lead CPA of Market Tax Services, Joshua Cicora to discuss the impact an inheritance can have on your taxes.

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss inflation concerns and necessary things to pay attention to when planning for retirement. Additionally, they talk through the cape index and use it to gauge the current market. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through Group Plans and what to expect as you or your spouse approaches the age 65. Next, Matt is joined by estate planning attorney Gerald Eidelman to discuss the process of transferring assets to the next generation while also receiving a benefit. Finally, Matt is joined by the lead CPA of Market Tax Services, Joshua Cicora to go through 5 tax tips for this current tax season and important information to pay attention to in retirement. 

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss the volatility and changes in the market, as well as, the future of social security and the adjustments needed to prolong the program. Additionally, they talk through the potential risks of income planning in relation to retirement. Matt is then joined by Bill Vawter, of Market Medicare Advisors to cover medi-share plans and their shortfalls when it comes to extra coverage on medicare. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk though planning final expenses in the event of an untimely demise. Finally, Matt is joined by the lead CPA of Market Tax Services, Joshua Cicora to discuss why it may be a good idea to wait on filing taxes this year.

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss what cryptocurrency is, the different types of cryptocurrency, and the potential risks of investing in cryptocurrency. Additionally, they discuss the current market and how cryptocurrencies like Bitcoin and Dogecoin are effecting it. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through long-term care insurance and how you should not depend Medicare for LTC coverage. Next, Matt is joined by estate planning attorney Gerald Eidelman to discuss his own personal experience with bitcoin and how cryptocurrency can affect your estate plan. Finally, Matt is joined by the lead CPA of Market Tax Services, Joshua Cicora to chat about the tax implications cryptocurrency can have. 

Matt Goolsby is joined in studio by financial advisor Larry Kloefkorn of Market Advisory Group. They examine the current market and break down what exactly a short is. In addition, they talk through this new modern market and the potential impacts it could have on your retirement plan. Matt is then joined by Bill Vawter, of Market Medicare Advisors, to discuss the history of the different types of medicare. Next, Matt is joined by Estate Planning Attorney Gerald D. Eidelman to talk through the process and steps to help someone that can no longer manage their finances. Finally, Matt is joined by the lead CPA of Market Tax Services, Joshua Cicora to chat about importance of failing a tax return and how it will help in the future.

Matt Goolsby is joined by two financial advisors from Marketing Advisory Group, in studio by Larry Kloefkorn and Danny Goolsby remotely. They discuss choosing the right type of advisor, and how to know if your advisor has your best interest in mind. Additionally, they talk through the process of using a mutual fund, having a money manager invest in the market, and what exactly is being paid for in those situations. Matt is then joined by Bill Vawter, of Market Medicare Advisors, to discuss how to identify an independent agent and the process of choosing the right agent. Next, Matt is joined by Estate Planning Attorney Gerald D. Eidelman to talk through the crucial steps to take beyond your will and estate. Finally, Matt is joined by the lead CPA of Market Tax Services, Joshua Cicora to chat about the logistics of deducting expenses from this past year of working from home or remotely. 

Larry Kloefkorn of Market Advisory Group, joins Matt Goolsby in studio to talk about some of the concerns he’s hearing from his clients right now. Joshua Cicora, CPA with Market Tax Services, joined the show to talk about some of the potential tax changes that are coming with the new administration. Bill Vawter, of Market Medicare Advisors, stopped by today to talk about a current advertising campaigns that is presenting some misleading information about saving money on your Medicare plan. Gerald Eidelman, estate planning attorney with Eidelman Law Firm, talks about a situation he saw recently where a couple thought they were preparing themselves for long-term care, but ended up costing them tens of thousands of dollars. Financial Advisor with Market Advisory Group, Danny Goolsby cautions against getting wrapped up in the popular hot stocks and talks about other avenues for investing.

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Danny Goolsby and Larry Kloefkorn remotely. They discuss volatility in the market and some of things you need to better understand to how it affects your retirement accounts. Bill Vawter of Market Medicare Advisors, goes over the various open enrollment periods for Medicare and Medicare Advantage that occur throughout the year. Joshua Cicora, CPA with Market Tax Services, talks about the some of the changes that came along with the recently passed relief legislation. Estate Planning attorney, Gerald Eidelman, goes over a recent conversation he had with a client and how they were not prepared for long-term care.

Matt Goolsby is joined in studio by Jonathon McCoy, Financial Advisor at Market Advisory Group, and remotely by Joshua Cicora, CPA at Market Tax Services. As a result of the elections, lots of changes loom on the horizon. Matt, Jonathon and Joshua look at potential changes coming to our tax rates and how that may already be affecting you and you don’t even know it. Gerald Eidelman of Eidelman Law Firm, looks at how some crucial elements of estate planning might also change and how you can be prepared. Bill Vawter of Market Medicare Advisors, goes over some of the challenges and benefits facing spouses when making your Medicare choice. Danny Goolsby talks with Matt about the national debt and modern monetary theory and how that is affecting us right and in the future.

Season 2, Episode 1 of Retire Hour. Matt Goolsby kicks off Season 2 with 2 financial advisors from Market Advisory Group, Danny Goolsby in studio and Jonathon McCoy from Kansas City. It’s the start of a new year and they go over some of the things you should be paying attention to. Gerald Eidelman of Eidelman Law Firm, looks at some of the main aspects of an estate plan and the key components you should not overlook. Joshua Cicora of Market Tax Services, stops by the studio to discuss some New Year’s Resolutions that you should be making for your tax plan. Jonathon McCoy of Market Advisory Group goes over some of the biggest concerns he’s hearing from his clients, and how you can address these items before they become an issue for you. Now that Open Enrollment is over, Bill Vawter of Market Medicare Advisors, talks about the best time to go over your Medicare options ensuring you don’t miss your window to enroll.

Episode 22 or Retire Hour. Larry Kloefkorn joins Matt Goolsby in the studio this week to talk about strategies to address the volatility in the market. Bill Vawter of Market Medicare Advisors talks about prescription drug plans and the importance of reviewing your coverage each year. Gerald Eidelman of Eidelman Law Firm, looks at some of the downfalls of probate. Joshua Cicora of Market Tax Services goes over some of the various retirement account you could have.

Episode 21 of Retire Hour. Jonathon McCoy, of Market Advisory Group, joins Matt Goolsby in the studio to discuss Roth IRAs and how it’s important to look into then before the end of the year. Joshua Cicora, of Market Tax Services, further discusses the benefits of Roth IRAs and how you can minimize the tax impact on these investments by planning ahead. Gerald Eidelman, Eidelman Law Firm, discusses trusts and some proper ways to use them to protect your estate. Bill Vawter, of Market Medicare Advisors, talks about the process of getting started on Medicare and some key points you don’t want to overlook.

Episode 20 of Retire Hour. Matt Goolsby is joined by Danny Goolsby, of Market Advisory Group, to discuss some of the fears and concerns about current events facing individuals that are planning for retirement. Gerald Eidelman, of Eidelman Law Firm, comes in to talk about rules surrounding Medicaid and the importance of planning for long-term care. Joshua Cicora, of Market Tax Services, looks at Roth conversions and how it affects your taxable income and social security benefits. Bill Vawter, of Market Medicare Advisors, goes over the importance of reviewing your Medicare coverage every year during Open Enrollment, and how you could be missing out on big savings while keeping your same coverage.

Episode 19 of Retire Hour. Larry Kloefkorn, of Market Advisory Group, joins Matt Goolsby in the studio to talk about tax concerns that were brought up in a recent client meeting and what tools are available to help reduce your tax burden. Medicare Open Enrollment is starting soon, and Bill Vawter, of Market Medicare Advisors, recommends taking a look at both Traditional Medicare and Medicare Advantage to see which would work best for you. Joshua Cicora, CPA with Market Tax Services, goes over some proactive advice to better control your tax picture going into and during retirement. Gerald Eidelman, of Eidelman Law Firm, talks about the importance of understanding how your property is titled and avoiding costly mistakes when making changes.

Episode 18 of Retire Hour. Jonathon McCoy, of Market Advisory Group, joins Matt Goolsby in the studio to talk about concerns he’s hearing from clients about how the election will affect their investments. Bill Vawter of Market Medicare Advisors goes over somethings you need know about Medicare supplemental policies for the upcoming Medicare Open Enrollment period. Gerald Eidelman, of Eidelman Law Firm, looks at the importance of planning for long term care. CPA Joshua Cicora, of Market Tax Services, discusses some of the eligible deductions for home based businesses.

Episode 17 of Retire Hour. Matt and Danny Goolsby, of Market Advisory Group, discuss a recent appointment where the prospective-client was ignoring some risks in his portfolio, and some of the changes Danny suggested to reduce his risk. Bill Vawter, of Market Medicare Advisors, talks about a meeting he had with a person that had just moved to town, and in reviewing their current insurance plans, he discovered he could save them $1,000 per month! Gerald Eidelman, of Eidelman Law Firm, looks at different ways to protect your heirs from being tangled up in a family feud. Joshua Cicora, CPA with Market Tax Services, looks at how you can tax plan now to be better setup for retirement.

Episode 16 of Retire Hour. Do you have anxiety about your retirement strategies? Larry Kloefkorn, an advisor at Market Advisory Group, joins Matt Goolsby to talk about how better transparency from your financial advisor can help quell those worries and give you more confidence about your retirement strategies. Medicare Open Enrollment is just around the corner, Bill Vawter, Medicare advisor at Market Medicare Advisors, talks about why you need to review your Medicare plan and supplements each and every year. Bill’s advice could save you thousands of dollars every year. Beyond trusts and wills, a proper estate plan needs to address who will take care of you, manage your affairs and guardianship. Gerald Eidelman, attorney at Eidelman Law Firm, tells a client story showing the importance of having a properly established estate plan and what can happen if you don’t. Joshua Cicora, CPA with Market Tax Services, goes over a deduction that you might not have been able to use the previous year or thought it was going away. This deduction could save you a lot of money when tax time comes around.

Episode 15 of Retire Hour. Are you experiencing some unexpected changes in your financial picture? You are not alone. Jonathon McCoy and Matt Goolsby of Market Advisory Group look at the situation of women that Jonathon recently met with, and how they helped her. She was facing unexpected retirement, four years before she had planned. Bill Vawter, of Market Medicare Advisors, comes in studio to talk about what you need to be focused on during the upcoming Medicare open enrollment period. Gerald Eidelman, of Eidelman Law Firm, looks at trusts at some of the different types of trusts and the reasons you may want a particular trust. Joshua Cicora, of Market Tax Services, goes over some of the best practices when it comes to records and how long to keep them.

Episode 14 of Retire Hour. How do you prepare to pay for long term care? Danny Goolsby joins Matt to talk about a couple that was facing that question, and what the team at Market Advisory Group did to help them answer that question. Are you in the giving mood? Joshua Cicora, CPA at Market Tax Services, reviews gift taxes and what types of gifts are taxable. Open Enrollment for Medicare is quickly approaching. Bill Vawter of Market Medicare Advisors tells Matt, who should be paying attention to Open Enrollment and what they should be paying attention to. Gerald Eidelman of Eidelman Law Firm joins the show to talk about his book, The Inheritance Trap, and some of the insights it provides.

Episode 13 of Retire Hour. Matt Goolsby hosts and the first guest is Larry Kloefkorn from Market Advisory Group. Larry and Matt talk about some recent meetings Larry has had with clients that have a pension plan with a former employer and how to handle them going forward. Bill Vawter, of Market Medicare Advisors, stops by to go over the pros and cons between traditional medicare and medicare advantage. Gerald Eidelman, of Eidelman Law Firm, talks about the advantages of setting up your business if you want to retire but still work or subcontract. Joshua Cicora, CPA at Market Tax Services, discusses charitable deductions, some of the limits that may affect you and some ways to maximize those deductions.

Episode 12 of Retire Hour. Matt Goolsby is joined in studio by Jonathon McCoy of Market Advisory Group. Matt and Jonathon discuss a bunch of little things that you need to pay attention to when planning for retirement. Bill Vawter of Market Medicare Advisors, talks with Matt about the confusing “alphabet soup” that is Medicare and all of its programs and supplements. Gerald Eidelman of Eidelman Law Firm, goes over how to plan your estate when you own a business, want to leave that business to your heirs and some pitfalls to avoid. Joshua Cicora of Market Tax Services, talks about a variety of deductions that may be available to you and some that you may be missing when filing your taxes.

Episode 11 of Retire Hour. Matt is in studio with Joshua Cicora, CPA with Market Tax Services, to discuss what medical expenses care be deducted. Medicare Advisor, Bill Vawter tells a story about a client who is eligible for Medicare, is continuing to work where she has group insurance available to her and what are some of the things she needed to consider when deciding how to proceed with her health insurance. Danny Goolsby, financial advisor with Market Advisory Group, talks about a meeting he had this past week with someone who was laid off at work and forced into retirement and how they works with a retirement account she had through her former employer. Estate Planning attorney, Gerald Eidelman goes over what happens when a spouse passes away and how make the best out of the income options you have available to you.

Episode 10 of Retire Hour. The entire is dedicated to Social Security. Matt is joined in studio by Jonathon McCoy, financial advisor at Market Advisory Group, to discuss what you need to know and consider when you are thinking about filing for Social Security. Bill Vawter from Market Medicare Advisors to talk about options available to you when filing for Medicare and Social Security. Market Tax Services CPA, Joshua Cicora, reviews how Social Security affects your taxes. Gerald Eidelman of Eidelman Law Firm, goes over what document you need to be able to act on someone’s behalf with the Social Security Administration.

Episode 9 of Retire Hour. Larry Kloefkorn joins Matt in the studio to talk about a pair of brothers that came into his office needs to help their mother with various issues and how his team was able to help them with each and every concern. Bill Vawter came in to talk about some of the costs that are associated with Medicare. Joshua Cicora, CPA with Market Tax Services, goes over some of the tax filing statuses available to you. Estate planning attorney Gerald Eidelman reviews special types of trusts that can help protect your assets in special circumstances.

Episode 8 of Retire Hour. Danny Goolsby joins Matt in studio this week. Danny discusses sequence of returns and how volatility in the stock market affects your portfolio. Estate Planning Attorney, Gerald Eidelman, talks about blended families and the different dynamics at play when it comes to estate planning. Bill Vawter goes over how prescription drugs are handled with Medicare and some of the costs you could be facing. CPA Joshua Cicora looks at the capital gains tax and how that can be used during tax planning.

Episode 7 of Retire Hour. Matt is joined in studio by Financial Advisor, Larry Kloefkorn, to talk about a couple that received an unexpected offer from their job, and needed help determining if it affected when they could retire. Attorney, Gerald Eidelman discusses a recent rash of troublesome estate planning documents that he’s seen in recent weeks and how you can avoid being taken advantage of. CPA, Joshua Cicora talks about a little known tool that can be helpful in reducing your taxes when giving to charities. Medicare Advisor, Bill Vawter goes over Medicare supplement plans and how your are almost certain to be overpaying.

Episode 6 of Retire Hour. Jonathon McCoy joined Matt in studio to tell the story of a couple he helped determine if they were ready to retire and how to be prepared for unexpected expenses along the way. Bill Vawter talks about Medicare, long-term care and how those two things really don’t go together. Joshua Cicora goes over how the tax deadlines have changed this year and some tips on how to avoid additional penalties. Gerald Eidelman discusses the best ways to stay out of probate and some of the reasons why you want to avoid probate.

Episode 5 of Retire Hour. This weeks Danny joins Matt to share a story from one of his clients that was unsure if they could retire. Joshua Cicora, of Market Tax Services, goes over some of the advantages of a ROTH IRA conversion. Medicare Advisor, Bill Vawter, talks about a couple that came to him for help after having made some bad Medicare choices. Estate Planning Attorney, Gerald Eidelman, discusses some of the pitfalls of depending on Medicaid for your long-term care needs. All that and more on this week’s episode of Retire Hour.

Episode 4 of Retire Hour. Matt Goolsby hosts the show and is joined by Medicare Advisor, Bill Vawter, to discuss how Medicare works with other types of health insurance. Joshua Cicora talks with Matt about the different types of retirement accounts you can have and the various rules that apply to each one. Gerald Eidelman tells Matt about several scenarios that he’s seen play out with his clients and the trusts they set up.

Episode 3 of Retire Hour. Today on the show Larry Kloefkorn & Matt Goolsby sit down to talk about some of the less obvious benefits of having a financial advisor. CPA Joshua Cicora joins the show to go over some of the different types of retirement accounts and how that impacts your taxes. Medicare Advisor Bill Vawter highlights some things you should consider even if you are already enrolled in Medicare. Attorney Gerald Eidelman looks at trusts and how that impacts your estate plan.