Retire Hour

What is normal when it comes to financial advising? Do I need to move my 401K when I leave work? What are the pros & cons? Do I have to take Medicare at age 65? Intro: 0:00 Financial Advisors: What Is Normal? - 0:21 Financial Advisors: Love The Sound Of "Tax-Free" - 9:16 New Client Corner: Pros And Cons Of Moving 401K From Workplace To An Independent Financial Advisor - 17:23 Medicare Advisor:...

The Retire Hour team discusses relevant news and retirement planning topics that give you what you need to retire better. Submit a question to RetireHour.com to have it featured on air. This episode features helpful updates on estate planning, taxes in retirement, the TCJA, and interest rates from the Federal Reserve. 0:00 Financial and Investing News 8:38 RetirementTax.com 16:40 Client Corner 24:...

The Retire Hour team talks about the recent bank downgrades, important news from around the global economy, plus Medicare, estate planning, and tax help. Intro: 0:00 Financial Advisors: Even More Bank Downgrades? - 0:21 Financial Advisors: When Financial Advisors Can't Speak To Taxes - 8:39 New Client Corner: How To Change Financial Advisors - 17:12 Medicare Advisor: Part A Makes Sign Up For Part...

We are back with our full panel of financial advisors once again discussing tax planning, retirement strategies, investment ideas, and what you should do with your estate if you heir spends, uh, creatively. Intro: 0:00 Financial Advisors: Will The Recession Ever Come? - 0:21 Financial Advisors: The Tax Man Doesn't Wait For His Payment - 7:37 Client Corner: People Want To See The Experts In Person-...

How do I prepare for retirement? We answer all that and more on a brand new episode of Retire Hour. We answer questions on the recent back downgrades in the US stock market and more. Intro: 0:00 Financial Advisors: Bank Downgrades - 0:21 Financial Advisors: Taxes Are Going Up - 9:44 Client Corner: Social Security When You Have Minors At Home- 17:27 Medicare Advisor: Broken Noses And Our Broken Hea...

Would you take a loan from someone without knowing the interest rate? This episode will talk about the volatile stock market, misleading mailers retirees get around age 65, and protecting how a business is passed on after death. Intro: 0:00 Financial Advisors: Not In A True Bull Market - 0:21 Financial Advisors: The Blank Check Analogy - 7:48 Client Corner: A One And Done Sort Of Thing - 16:02 Med...

Have you ever had a gut feeling you're being scammed? This episode will talk about experiences with being scammed in Medicare and health insurance, common retirement topics for investing, and good tax news from the IRS. Intro: 0:00 Financial Advisors: You Shouldn't Have To Be Referred To Someone Else - 0:21 Financial Advisors: That Deer In The Headlights Look - 9:33 Client Corner: Wouldn't You Rat...

This week, we're talking about inflation in the stock market and other financial news out of Washington that could impact your retirement plan. Our advisor panel will help you avoid "tax bombs" and discuss the importance of your plan when you move. Don't forget to stick around for our estate planning and Medicare segment on an all-new Retire Hour! Intro: 0:00 Financial Advisors: Diversification Of...

Retire Hour this week focuses on how taxes are overlooked in retirement planning. Host Matt Goolsby is here with Larry, Jonathon, Joshua and more to discuss all things retirement. Intro: 0:00 Financial Advisors: Social Security Formula - 0:21 Financial Advisors: Retirement Planning Is More Than Just Investments - 8:58 Client Corner: Feeler Questions For New Clients - 18:11 Medicare Advisor: Advant...

It's time to discuss finances, and advisors you use to invest. What fees do they charge? What taxes are you looking at on your nest egg or social security? Our financial advisor panel will discuss these and more. Don't forget to watch the end for our segments on Medicare, Estate Planning, and Taxes. Intro: 0:00 Financial Advisors: Burning Your CD Now - 0:21 Financial Advisors: Sweeping For Tax Min...

This week's Retire Hour covers the A-word, what happens what havoc is wreaked on your nest egg, estate plans for those with no children, and tax pitfalls. Intro: 0:00 Financial Advisors: Let's Talk About The A-Word - 0:21 Financial Advisors: There's This Big Pot Of Money - 9:35 Client Corner: Havoc On Your Nest Egg - 17:35 Medicare Advisor: Medicare Myths - 24:12 Eidelman Law Advisor: "I Don't Hav...

Use our Retirement Tax Calculator here: www.retirementtax.com This episode features helpful tax advice for those nearing retirement, and the money and financial decisions you'll need to make to help you earn money and maximize your investments. Intro: 0:00 Financial Advisors: Don't You Want Your Taxes At A Discount? - 0:21 Financial Advisors: How Much Will You Pay In Taxes During Retirement? - 9:1...

Retire Hour this week is FULL of great tips. Guest Host Rick Everett is here with Larry, Danny, Julie, and more to discuss all things retirement. Intro: 0:00 Financial Advisors: "I Don't Want My Money On A Roller Coaster" - 0:21 Financial Advisors: Red Zone Mentality - 9:24 Client Corner: 3 Tips For Retirement - 16:55 Medicare Advisor: Yearly Medicare Review? - 24:17 Eidelman Law Advisor: Joint Te...

What's going on with the U.S. debt limit? Is the stock market news something to worry about? I'm worrying about my retirement, do I have all of my options lined up? Is my plan working? All these questions and more are on this week's Retire Hour. Intro: 0:00 Financial Advisors: There's Always Something Going On With The Markets - 0:21 Financial Advisors: Blind Spots In The Tax Code - 10:23 Client C...

In this episode of Retire Hour, Market Advisory Group's advisors discuss the debt-ceiling negotiations, who needs to plan for taxes, retirement teamwork and Medicare Select policies. Intro: 0:00 Financial Advisors: "Sonny, I'm 80-Years-Old, I Can't Weather The Storm, I Don't Even Buy Green Bananas" - 0:21 Financial Advisors: You Don't Have To Be Howard Hughes To Plan For Taxes - 9:21 Client Corner...

The Retire Hour crew discusses current market inflation, prices surging upward across the board, and how to tell if your advisor is ethical or not. Our Medicare, Estate, and Tax segments will give you key information also. Also...did Matt ROAST Gerald in the estate segment??? Intro: 0:00 Financial Advisors: Prices Don't Go Back Down - 0:21 Financial Advisors: Keeping Pace With Inflation - 8:40 Cli...

Retire Hour's advisor panel, Medicare agent, estate planning attorney, and tax CPA are here to address the big changes in the U.S. Stock Market, and key updated you need to know moving forward for your retirement. Intro: 0:00 Financial Advisors: How Do I Get Ready For Retirement? - 0:21 Financial Advisors: Two Days That Matter In The Stock Market - 10:00 Client Corner: Knowing Your Accounts - 16:3...

Retirement can be complicated. We're simplifying social security questions for you on this episode as well as talking about money implications of death, lump sum pensions, and the taxes behind it all. Intro: 0:00 Financial Advisors: Back Dating Social Security? - 0:21 Financial Advisors: Lump Sum Pensions - 8:52 Client Corner: Mr. Fees - 17:02 Medicare Advisor: Maybe You Should Take Your Prescript...

A recent news report showed the U.S. could be defaulting on debt. Our financial advising panel discusses this and planning your life for a potential loss of a spouse. We'll also talk about cancer policy in our Medicare segment, owning a business as it relates to your estate, and filing married vs jointly. Intro: 0:00 Financial Advisors: U.S. Debt Default - 0:25 Financial Advisors: Planning For Sur...

Because your future matters, it's time to start thinking about legacy planning. In this episode, hear about personal stories from people making retirement decisions that impact finances, healthcare, taxes, and the uncertainty of the world from our professionals. Intro: 0:00 Financial Advisors: Surprise Death And Its Consequences - 0:21 Financial Advisors: Legacy Planning - 9:55 Client Corner: Soci...

This week, our advisor panel talks about retirement pitfalls and how working with a team can help your plan last. We discuss market volatility in our Client Corner segment, dental work in our Medicare segment, deed details with our Estate Attorney, and CD's at the bank during Tax Talk. Intro: 0:00 Financial Advisors: Not Your Father's Annuity? - 0:21 Financial Advisors: Help Is Just Down The Hall...

Advisors Matt Goolsby, Danny Goolsby, Julie Newton, and Larry Kloefkorn are here to keep you informed. On this episode, learn about retirement during a recession, tax planning vs tax preparation, and client stories regarding Medicare, Estate Planning, and Taxes. Visit us at www.marketadvisorygroup.com for a free consultation. Intro: 0:00 Financial Advisors: Is Your Retirement Recession-Ready? - 0:...

In this episode of Retire Hour, the Market Advisory Group panel discusses the rampant bank failures we've seen in recent weeks. We also sit down with our Medicare expert about IRMA affecting your taxes, how a lottery winner blew $50 Million in just eight years, and tax information you'll need to know about the Secure Act 2.0. Intro: 0:00 Financial Advisors: Bank Failures Across America. - 0:21 Fin...

In today's episode, we talk about Market Instability leading to pitfalls, knowing what you're paying Advisors for, and diversifying your portfolio. Then, our CPA shows how fast a fear-based decision can lead to a $35,000 Tax Bill if you don't have someone in your corner with the right expertise. Intro: 0:00 Financial Advisors: Bonds. Tricky Bonds. - 0:21 Financial Advisors: Pre-Tax Accounts Only?...

In today's episode, we unpack a client corner story that tracks the lives of two sisters and their investment decisions, a key segment you'll definitely want to watch. Then, our Retirement experts talk about the "red zone," cashflow, and our CPA goes over all sorts of acronyms. Intro: 0:00 Financial Advisors: The Retirement Redzone - 0:21 Financial Advisors: Cashflow Is Vital - 8:20 Client Corner:...