
Sign up to save your podcasts
Or
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.
2.5
44 ratings
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.
436 Listeners
772 Listeners
734 Listeners
1,286 Listeners
432 Listeners
504 Listeners
187 Listeners
554 Listeners
19 Listeners
59 Listeners
788 Listeners
23 Listeners
3 Listeners
723 Listeners
162 Listeners