In this episode, Matt Goolsby and team talk about special opportunities for those on Medicare before age 65, retiring when you own your business, and the proverbial Rich Uncle.
#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #tariffs #trump #trumptariffs #recession #doge #departmentofgovernmentefficiency
Between 03/2020 and 04/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)
Unless otherwise indicated, all client and prospect names mentioned on this show have been changed to protect the identities of the individuals discussed. Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor’s situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. Legal services are offered by Eidelman Law Firm. Tax services offered through Market Tax Services. Market Advisory Group does not provide legal or tax advice. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. The Guest Commentators featured in this show are not investment adviser representatives of Foundations and do not provide advisory services. Market Advisory Group does have several investment adviser representatives that can provide such services. This is not endorsed or affiliated with the Social Security Administration, any federal Medicare program, nor any U.S. government agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.
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