Retire Hour

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team.

In this episode, we'll talk about factors in choosing a financial advisor for your plan.

#retirement #podcast #show #money #finance

The retirement planning team of Retire Hour brings together financial advisors, CPAs, estate planning attorneys, and Medicare advisors for help with the current landscape of retirement and answering your questions.

In this episode, Matt Goolsby hosts to talk about retirement goals, trusts and other ways to avoid probate.

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

The retirement planning team of Retire Hour brings together financial advisors, CPAs, estate planning attorneys, and Medicare advisors for help with the current landscape of retirement and answering your questions.

In this episode, Larry Kloefkorn hosts to talk about U.S. Job numbers being revised, errant 401Ks, and ill-timed distributions costing more than anticipated.

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

The retirement planning team of Retire Hour brings together financial advisors, CPAs, estate planning attorneys, and Medicare advisors for help with the current landscape of retirement and answering your questions.

In this episode, Joshua Cicora takes over the show again, viewing the retirement world through his tax lens.

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

The retirement planning team of Retire Hour brings together financial advisors, CPAs, estate planning attorneys, and Medicare advisors for help with the current landscape of retirement and answering your questions.

In this episode, we answer the question of if it's possible to withdraw from a retirement account without a penalty. You can upload your questions to RetireHour.com

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

Our financial advisors discuss the risks, and then talk about Initial Enrollments deadlines, Trusts and Investments, and how to play a joke on your heirs (NOTE: don't do this if you actually like your family).

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

00:21 How Have You Opened Yourself Up To Risk

08:35 Marge and Homer's Retirement Odyssey

17:18 Listener Question: "Add To Investments After Retired?"

26:36 Medicare and Almost Missing That Deadline

35:43 Estate Planning: Do You Have To Set Up A Trust Before Turning To Investments?

45:23 A Tax Practical Joke On Your Heirs

Our financial advisors discuss the MAG-PROCESS, and then talk about HSAs, PODs, and how taxes affect different retirement account.

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

00:21 The MAG-PROCESS

08:13 Changing Horses Mid-Stream

18:30 Listener Question: "Different Types Of Retirement Accounts"

26:33 Medicare and HSAs

35:16 Estate Planning Payable On Death

44:55 Taxes Affect Retirement Accounts Differently

Our financial advisors discuss unexpected illnesses, and we'll talk about Medicare in different states, gaps in Powers of Attorney, and Rule 72T and what it means for you.

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

00:21 When Illnesses Strike Unexpectedly

08:45 Who Works For Who Here?

18:30 Listener Question: "Getting Business Information To Executor?"

26:29 Medicare In Different States

34:50 Estate Planning Gaps In Powers Of Attorney

43:41 Taxes and Rule 72T

Our financial advisors discuss hard to value assets, and we'll talk about Medicare or Group Coverage, and creative tax solutions.

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

00:21 Hard To Value

07:52 Retirement Is A Journey

17:55 That Freeze Factor

26:32 Listener Question: "Should I take Medicare if I plan to work past 65?"

36:09 How Creative Is Your Team?

44:16 Tax Planning Is Just For The Wealthy, Right

Retire Hour is taken over by taxes as CPA Joshua Cicora hosts our financial advisors to discuss rolling IRAs, Roth IRAs, HSAs, and LLC vs S-Corps.

#money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle #chiefs #kcchiefs #kansascitychiefs #patrickmahomes #traviskelce

00:21 How To Start Making Tax Moves

09:07 Rolling 401K to IRA

17:56 Listener Question: "Best mix of Roth vs Traditional IRAs?"

26:13 Medicare and HSAs

35:11 Estate Planning and Knowing LLC vs S-Corps

44:15 Withholding Taxes