Matt Goolsby is joined by financial advisor Larry Kloefkorn from Market Advisory Group.They discuss pension plans and inheriting retirement plans. Matt is then joined by Bill Vawter of Market Medicare Advisors to express concerns about Medicare Advantage Plans not working in certain retirement homes. Next, Matt is joined by Jenah Moody with Eidelman Law Firm to talk about VA Pensions and Veteran's Benefits. Lastly, Matt and lead CPA Joshua Cicora go in to detail about Roth contributions being taken back?

Matt Goolsby is joined by two financial advisors from Market Advisory Group, Danny Goolsby in the booth and Larry Kloefkorn in our remote studio. They discuss stagflation and address losing a spouse in the early stages of retirement. Matt is then joined by Bill Vawter of Market Medicare Advisors to expand on the lower cost of Medicare Plan B Premium. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk about the risks of not having an estate plan when you own a business. Lastly, Matt and lead CPA Joshua Cicora go in to detail about mixing withdrawals from different pots of money to minimize taxes in retirement.

Matt Goolsby is joined by two financial advisors from Market Advisory Group, in studio by Larry Kloefkorn and Danny Goolsby remotely in Wichita. They discuss market concerns and answer a 3 part listener question regarding widow’s benefits, switching to social security, and drawing from your IRA. Matt is then joined by Bill Vawter of Market Medicare Advisors to expand on Open Enrollment for Medicare. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk about blended families. Lastly, Matt has his final thoughts of the week.

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 forgotten 401k’s and answer a listener question regarding investing in 401k’s at a young age. Then in the “Find the Fees” segment they examine Incomplete Advise. Matt is then joined by Bill Vawter, of Market Medicare Advisors to compare and contrast staying on a group health plan or joining Medicare. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk about a recent client whom has several pieces of property and needs a better estate plan. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about different types of tax accounts.

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss market volatility in you retirement plan and answer a listeners question regarding when to cash out in retirement. Then in the “Find the Fees” segment they examine I Bonds. Matt is then joined by estate planning attorney Gerald Eidelman to answer a listeners question about the role your children should play in your estate plan. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question regarding expenses Medicare covers in long term care. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to talk through Social Security tax.

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They discuss some things to be conscious about in the current market and vital steps that you need to take when you’re helping your parents out in their old age. Then in the “Find the Fees” segment they examine Market Volatility and the potential fees it could bring about. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the role Tricare plays in relation to your current or future Medicare plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to better understand what your Estate plan look like if you happen to move. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to walk through the steps of someone’s last Tax Return.

Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Jonathon McCoy, and remotely in Wichita by Danny Goolsby and Larry Kloefkorn. They discuss some things to be conscious about in the current market and vital steps that you need to take when you’re helping your parents out in their old age. Then in the “Find the Fees” segment they examine Market Volatility and the potential fees it could bring about. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the role Tricare plays in relation to your current or future Medicare plan. Next, Matt is joined by estate planning attorney Gerald Eidelman to better understand what your Estate plan look like if you happen to move. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to walk through the steps of someone’s last Tax Return.

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.

Episode 19 or Season 4 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss the continual impacts inflation can bring to your retirement and answer a listeners question concerning when to draw out of an IRA. Then in the “Find the Fees” segment they cover the potential hidden fees in your tax planning. Matt is then joined by lead CPA of Market Tax Services Joshua Cicora to chat about tax implications for someone who has already started taking social security and is wanting to go back to work. . Next Matt is joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question regarding when to take Medicare part D and the implications of postponing their medicare. Lastly, Matt is joined by estate planning attorney Gerald Eidelman to discuss LTC and Medicaid planning.

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 market volatility and social security implications when divorced. Then in the “Find the Fees” segment they examine different ways to have better control of your retirement. Matt is joined by Cory Hiebert, of Market Medicare Advisor to talk through gaps in a Medicare Advantage Plan. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding their mother-in-laws trust. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the important information you need to know about tax withholdings.