Retire Hour
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. Hosted by advisor Matt Goolsby, this program features an advisor from Market Advisory Group: Larry Kloefkorn, Danny Goolsby or Jonathon McCoy; estate planning attorney Gerald Eidelman of Eidelman Law Firm; CPA Joshua Cicora of Market Tax Services; and Medicare advisor Bill Vawter of Market Medicare Advisors. Retirement should be easy, but often it's not. Tune in weekly to learn about market challenges, ever-changing tax laws, medicare updates and planning for a legacy.
Episodes
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 Exceptio...
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 - 1...
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 Advi...
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: Med...
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 T...
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
...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 Predictab...
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: Ev...
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...
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:...
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: Fe...
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 Time...
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...
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...
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...
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
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 -...
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 Me...
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
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