Retire Hour

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, h...

Episode 16 of Retire Hour. Do you have anxiety about your retirement strategies? Larry Kloefkorn, an advisor at Market Advisory Group, joins Matt Goolsby to talk about how better transparency from your financial advisor can help quell those worries and give you more confidence about your retirement strategies. Medicare Open Enrollment is just around the corner, Bill Vawter, Medicare advisor at Mar...

Episode 15 of Retire Hour. Are you experiencing some unexpected changes in your financial picture? You are not alone. Jonathon McCoy and Matt Goolsby of Market Advisory Group look at the situation of women that Jonathon recently met with, and how they helped her. She was facing unexpected retirement, four years before she had planned. Bill Vawter, of Market Medicare Advisors, comes in studio to ta...

Episode 14 of Retire Hour. How do you prepare to pay for long term care? Danny Goolsby joins Matt to talk about a couple that was facing that question, and what the team at Market Advisory Group did to help them answer that question. Are you in the giving mood? Joshua Cicora, CPA at Market Tax Services, reviews gift taxes and what types of gifts are taxable. Open Enrollment for Medicare is quickly...

Episode 13 of Retire Hour. Matt Goolsby hosts and the first guest is Larry Kloefkorn from Market Advisory Group. Larry and Matt talk about some recent meetings Larry has had with clients that have a pension plan with a former employer and how to handle them going forward. Bill Vawter, of Market Medicare Advisors, stops by to go over the pros and cons between traditional medicare and medicare advan...

Episode 12 of Retire Hour. Matt Goolsby is joined in studio by Jonathon McCoy of Market Advisory Group. Matt and Jonathon discuss a bunch of little things that you need to pay attention to when planning for retirement. Bill Vawter of Market Medicare Advisors, talks with Matt about the confusing “alphabet soup” that is Medicare and all of its programs and supplements. Gerald Eidelman of Eidelman La...

Episode 11 of Retire Hour. Matt is in studio with Joshua Cicora, CPA with Market Tax Services, to discuss what medical expenses care be deducted. Medicare Advisor, Bill Vawter tells a story about a client who is eligible for Medicare, is continuing to work where she has group insurance available to her and what are some of the things she needed to consider when deciding how to proceed with her hea...

Episode 10 of Retire Hour. The entire is dedicated to Social Security. Matt is joined in studio by Jonathon McCoy, financial advisor at Market Advisory Group, to discuss what you need to know and consider when you are thinking about filing for Social Security. Bill Vawter from Market Medicare Advisors to talk about options available to you when filing for Medicare and Social Security. Market Tax S...

Episode 9 of Retire Hour. Larry Kloefkorn joins Matt in the studio to talk about a pair of brothers that came into his office needs to help their mother with various issues and how his team was able to help them with each and every concern. Bill Vawter came in to talk about some of the costs that are associated with Medicare. Joshua Cicora, CPA with Market Tax Services, goes over some of the tax f...

Episode 8 of Retire Hour. Danny Goolsby joins Matt in studio this week. Danny discusses sequence of returns and how volatility in the stock market affects your portfolio. Estate Planning Attorney, Gerald Eidelman, talks about blended families and the different dynamics at play when it comes to estate planning. Bill Vawter goes over how prescription drugs are handled with Medicare and some of the c...

Episode 7 of Retire Hour. Matt is joined in studio by Financial Advisor, Larry Kloefkorn, to talk about a couple that received an unexpected offer from their job, and needed help determining if it affected when they could retire. Attorney, Gerald Eidelman discusses a recent rash of troublesome estate planning documents that he’s seen in recent weeks and how you can avoid being taken advantage of....

Episode 6 of Retire Hour. Jonathon McCoy joined Matt in studio to tell the story of a couple he helped determine if they were ready to retire and how to be prepared for unexpected expenses along the way. Bill Vawter talks about Medicare, long-term care and how those two things really don’t go together. Joshua Cicora goes over how the tax deadlines have changed this year and some tips on how to avo...

Episode 5 of Retire Hour. This weeks Danny joins Matt to share a story from one of his clients that was unsure if they could retire. Joshua Cicora, of Market Tax Services, goes over some of the advantages of a ROTH IRA conversion. Medicare Advisor, Bill Vawter, talks about a couple that came to him for help after having made some bad Medicare choices. Estate Planning Attorney, Gerald Eidelman, dis...

Episode 4 of Retire Hour. Matt Goolsby hosts the show and is joined by Medicare Advisor, Bill Vawter, to discuss how Medicare works with other types of health insurance. Joshua Cicora talks with Matt about the different types of retirement accounts you can have and the various rules that apply to each one. Gerald Eidelman tells Matt about several scenarios that he’s seen play out with his clients...

Episode 3 of Retire Hour. Today on the show Larry Kloefkorn & Matt Goolsby sit down to talk about some of the less obvious benefits of having a financial advisor. CPA Joshua Cicora joins the show to go over some of the different types of retirement accounts and how that impacts your taxes. Medicare Advisor Bill Vawter highlights some things you should consider even if you are already enrolled...

Episode 2 of Retire Hour. Today on the show Matt Goolsby & Jonathon McCoy discuss the importance of having a plan for your retirement and using it to guide your decisions when adapting to changes in your income or life situation. Joshua goes over the potential problems with having the incorrect amounts withheld from your paycheck. Bill talks about the potential pitfalls with not enrolling in M...

Episode 1 of Retire Hour. Today on the show Danny & Matt Goolsby host a discussion about things to pay attention to during this challenging time. Joshua talks about changes to the tax picture with the CARES Act. Bill explains the different types of Medicare. Gerald goes over how to have your estate prepared for times like this.