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Episode 17 of Retire Hour. Matt and Danny Goolsby, of Market Advisory Group, discuss a recent appointment where the prospective-client was ignoring some risks in his portfolio, and some of the changes Danny suggested to reduce his risk. Bill Vawter, of Market Medicare Advisors, talks about a meeting he had with a person that had just moved to town, and in reviewing their current insurance plans, he discovered he could save them $1,000 per month! Gerald Eidelman, of Eidelman Law Firm, looks at different ways to protect your heirs from being tangled up in a family feud. Joshua Cicora, CPA with Market Tax Services, looks at how you can tax plan now to be better setup for retirement.
By Retire Hour3
55 ratings
Episode 17 of Retire Hour. Matt and Danny Goolsby, of Market Advisory Group, discuss a recent appointment where the prospective-client was ignoring some risks in his portfolio, and some of the changes Danny suggested to reduce his risk. Bill Vawter, of Market Medicare Advisors, talks about a meeting he had with a person that had just moved to town, and in reviewing their current insurance plans, he discovered he could save them $1,000 per month! Gerald Eidelman, of Eidelman Law Firm, looks at different ways to protect your heirs from being tangled up in a family feud. Joshua Cicora, CPA with Market Tax Services, looks at how you can tax plan now to be better setup for retirement.

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