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 talk through an estimated amount of money needed to retire an dhow to reduce risk in your portfolio. Then in the “Find the Fees” segment they examine VUL’s and the fees they could potentially bring. Matt is then joined by Bill Vawter, of Market Medicare Advisors to better understand what you could be potentially overpaying for in Medicare. Next Matt is joined by estate planning attorney Gerald Eidelman to discuss the current estate tax exemption and how it will adjust in the future. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the benefits.

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 part of retirement we have control over and the parts we don’t have control of. Then in the “Find the Fees” segment they examine 401ks and the fees they could potentially bring. Matt is then joined by Bill Vawter, of Market Medicare Advisors to compare and contact the pros and cons of Medicare advantage, as well as, the many misconceptions about the plan. Next, Matt talks through the importance of having an estate plan included with your retirement, taxes, and Medicare planning. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the new Face ID implemented by the IRS. 

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 risk of target funds and what’s better, buy and hold strategy or a tactical approach strategy. . Then in the “Find the Fees” segment Matt is joined by lead CPA of Market Tax Services Joshua Cicora to examine the potential fees you can find in tax preparation. Additionally, Joshua sticks around and talks through important items to consider when getting ready to file your taxes this year. Next Matt is joined by estate planning attorney Gerald Eidelman to answer the important question of how young is too young to have an estate plan. Lastly, Matt is joined by Bill Vawter, of Market Medicare Advisors to elaborate on juggling filing for Social Security and while still being on group insurance.

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 talk through potential changes coming to the secure act and what to consider as you begin taking social security. Then in the “Find the Fees” segment they examine Bonus Annuities. Matt is then joined by Bill Vawter, of Market Medicare Advisors to discuss the approach someone should take with their medicare once they reach 65. Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question about estate planning round a prenuptial agreement. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about things you need to know as tax season approaches. 

Rick Everett 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 talk through the importance of knowing how much retirement will cost you and the dangers of a set it and forget it mindset in retirement. Then in the “Find the Fees” segment the advisors answer a listeners question about estate planning. Rick is then joined by Bill Vawter, of Market Medicare Advisors to compare a contrast different types of Medicare Supplement plans. Next, Rick is joined by estate planning attorney Gerald Eidelman to discuss TOD’s and the benefits of using them. Lastly, Rick is joined by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question concerning how to issue a gift to children if neither of the parents pay taxes. 

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 important steps needed to take as you plan your retirement and recent price increases. Then in the “Find the Fees” segment they examine bonds and potential rising interest rates. Matt is then joined by Bill Vawter, of Market Medicare Advisors to cover increases in Part B premiums and the hold harmless provisions. Next, Matt is joined by legal assistant Jenah Moody to talk through veterans benefits and the 3 M’s involved in it. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about changes to 1099k’s in this upcoming tax year. 

Episode 1 of 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 continual inflation in the market and the benefits of working with a team when planning for your retirement. Then in the “Find the Fees” segment they compare and contrast fee based advisors and commission bases advisors. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through the steps people on medicare can take if they missed open enrollment and want to change their coverage. Next, Matt is joined by estate planning attorney Gerald Eidelman to examine the secure act and the impact it could have on a trust. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about withholdings and the importance of resisting them at the beginning of the year.

Episode 24 of Season 3 of Retire Hour. 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 impact inflation may have on people with a fixed income and answer a listeners questions regarding tax consequences when planning for retirement. Then in the “Find the Fees” segment they examine different types of strategies when planning for retirement. Matt is then joined by Bill Vawter, of Market Medicare Advisors to elaborate on what Medicare part B is and the premiums involved within it. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through the necessary steps to take if you lose a spouse in retirement and pan to remarry. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to go over some important tax dates that are coming up. 

Episode 21 of Season 3 of Retire Hour. 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 Things someone should consider when taking out Social Security and when creating an income plan. Then in the “Find the Fees” segment they examine income riders and the potential fees involved with them. Matt is then joined by Bill Vawter, of Market Medicare Advisors to chat about Medicare Phone Sales and what you need to be aware of when contacted by these types of advisors. Next, Matt is joined by estate planning attorney Gerald Eidelman to talk through the steps needed to take if you don’t have a power or attorney when you or someone you know is incapacitated. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to answer a listeners question

Episode 21 of Season 3 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 Build Better Back bill and answer a listeners question regarding money in a 401k account. Matt is then joined by Bill Vawter, of Market Medicare Advisors to talk through options available for Retired Federal employees. Next, Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question concerning receiving an inheritance while not being the trustee. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the tax and Roth implications of the Build Back Better bill.