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: There Are Landmines Everywhere - 16:22

Medicare Advisor: Sometimes Simple Is Not So Simple - 24:08

Eidelman Law Advisor: Something Isn't Always Better Than Nothing - 32:35

CPA: Warning Bells Around "Backdoor" Roth Conversions - 42:13

Credits: 47:23

Learn more at: https://retirehour.com

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.

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 My Fault" - 16:57

Medicare Advisor: Weigh Your Decisions Out - 23:40

Eidelman Law Advisor: When And When Not To Gift Assets To Children - 34:01

CPA: Everyone Gets A Mulligan On This - 41:38

Credits: 47:03

Learn more at: https://retirehour.com

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.

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

Learn more at: https://retirehour.com

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.

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 - 16:11

Medicare Advisor: Couples Go Their Separate Ways With Medicare - 24:06

Eidelman Law Advisor: Contested Estate Plans - 32:50

CPA: Referring To A Tax Specialist - 41:30

Credits: 47:32

Learn more at: https://retirehour.com

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.

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 Medicaid - 33:15

CPA: The Snowball Effect of Taxes - 42:02

Credits: 47:32

Learn more at: https://retirehour.com

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.

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

Financial Advisors: Nest Eggs - 0:21

Financial Advisors: Options For Widow(er)s - 8:37

Client Corner: Listening To The Client - 16:22

Medicare Advisor: One Widow's Story - 24:02

Eidelman Law Advisor: Can You Avoid Probate? - 32:50

CPA: Once The Tax Genie's Out Of The Bottle - 41:20

Credits: 47:34

Learn more at: https://retirehour.com

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.

Episode 1 of Season 6 of Retire Hour. Matt Goolsby is joined in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita and Jonathon McCoy remotely in Kansas City. They discuss how an integrated team can better help you create your retirement plans. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to talk about a rare special circumstance when it comes to Medicare. Matt is then joined by attorney Gerald Eidelman to discuss a family's discovery of a father's pension plan. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to delve deeper into Secure Act 2.0.

Intro: 0:00

Financial Advisors: Teamwork Makes The Dream Work - 0:21

Financial Advisors: Ride It Out? - 9:16

Financial Advisors: Love Letter From The IRS - 15:52

Medicare Advisor: First Of The Month - 23:57

Eidelman Law Advisor: Found Pension Plan - 32:45

CPA: Secure Act 2.0 - 41:00

Credits: 47:32

Learn more about the show, the team behind it, and where else to listen at: https://retirehour.com

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.

Episode 14 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita and Julie Newton remotely in Kansas City. They discuss tax withholding income planning. Next, Matt is joined by Cory Hiebert, of Market Medicare Advisors to talk about indemnity plans and how they can help you save money down the road. Matt is then joined by attorney Gerald Eidelman to discuss involving family members in your estate planning conversations. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to talk about deducting medical bills from your taxes.

Intro: 0:00

Financial Advisors: Secure Act 2.0 - 0:21

Financial Advisors: IRA Inheritance - 9:23

Financial Advisors: Coming Recession - 17:01

Medicare Advisor: Starting Medicare and SS At Different Times - 24:10

Eidelman Law Advisor: How Young Is Too Young - 31:59

CPA: The Unlucky Heir - 40:37

Credits: 47:28

Learn more about the show, the team behind it, and where else to listen at: https://retirehour.com

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.

Episode 13 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Danny Goolsby and Larry Kloefkorn remotely in Wichita. They discuss the Secure Act 2.0 and how it affects you and your retirement. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to talk about penalties when you don't have a drug plan. Matt is then joined by attorney Gerald Eidelman to discuss how Secure Act 2.0 affects estate planning. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to talk about changes in Required Minimum Distribution with Secure Act 2.0.

Intro: 0:00

Financial Advisors: Secure Act 2.0 - 0:21

Financial Advisors: IRA Inheritance - 8.46

Financial Advisors: Coming Recession - 17:20

Medicare Advisor: Starting Medicare and SS At Different Times - 23:43

Eidelman Law Advisor: How Young Is Too Young - 32:31

CPA: The Unlucky Heir - 39.31

Credits: 47:00

Learn more about the show, the team behind it, and where else to listen at: https://retirehour.com

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.