Retire Hour

The Lost Decade


Listen Later

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 answer a listeners questions concerning the best time to start collecting social security. Later, they discuss “The Lost Decade” which took place between1999-2009 and centered around S&P 500 returning to -2% after a 10 year period. Then in the “Find the Fees” they examine mutual funds and the fees they could bring about. Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to chat about tax implications when it comes to social security. Next, Matt is joined by Bill Vawter, of Market Medicare Advisors to discuss spouses choosing the same Medicare plan out of convenience rather than searching for a plan that fits them better. Lastly, Matt is then joined by estate planning attorney Gerald Eidelman to talk through when someone should consider a special needs trust.

...more
View all episodesView all episodes
Download on the App Store

Retire HourBy Retire Hour

  • 2.5
  • 2.5
  • 2.5
  • 2.5
  • 2.5

2.5

4 ratings


More shows like Retire Hour

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

436 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

772 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

734 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,286 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

432 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

504 Listeners

The Retirement Wisdom Podcast by Retirement Wisdom

The Retirement Wisdom Podcast

187 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

554 Listeners

Retirement Coffee Talk by Charisse Rivers

Retirement Coffee Talk

19 Listeners

Retirement Revealed by Jeremy Keil

Retirement Revealed

59 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

788 Listeners

Smart Wealth and Retirement by Jim Martin & Casey Bibb

Smart Wealth and Retirement

23 Listeners

Functional Retirement Podcast by Thatcher Taylor

Functional Retirement Podcast

3 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

723 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

162 Listeners