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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.
2.5
44 ratings
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.
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