Retire Hour

In this episode, Matt Goolsby and team discuss a sad widow story, TrOOP, and why you can't send checks into the IRS anymore. #retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083) Unless otherwise indicated, all client and prospect names mentioned on this show have been changed to protect the identities of the individuals discussed. Investment advisory services are dually offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser, and Market Investment Group, LLC ("Market"), an SEC registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor's situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. Legal services are offered by Eidelman Law Firm. Tax services offered through Market Tax Services. Market Advisory Group does not provide legal or tax advice. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. The Guest Commentators featured in this show are not investment adviser representatives of Foundations and do not provide advisory services. Market Advisory Group does have several investment adviser representatives that can provide such services. This is not endorsed or affiliated with the Social Security Administration, any federal Medicare program, nor any U.S. government agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.

In this episode, Joshua Cicora and team discuss Social Security, losing a spouse, and Tax Form 5498 that you might have gotten in the mail recently. #retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #tariffs #trump #doge #departmentofgovernmentefficiency Between 03/2020 and 04/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083) Unless otherwise indicated, all client and prospect names mentioned on this show have been changed to protect the identities of the individuals discussed. Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor's situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. Legal services are offered by Eidelman Law Firm. Tax services offered through Market Tax Services. Market Advisory Group does not provide legal or tax advice. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. The Guest Commentators featured in this show are not investment adviser representatives of Foundations and do not provide advisory services. Market Advisory Group does have several investment adviser representatives that can provide such services. This is not endorsed or affiliated with the Social Security Administration, any federal Medicare program, nor any U.S. government agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.

In this episode, Matt Goolsby and team discuss forgotten risks, Cancer diagnoses, and the Big Beautiful Bill in Congress. #retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #tariffs #trump #trumptariffs #recession #doge #departmentofgovernmentefficiency Between 03/2020 and 04/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083) Unless otherwise indicated, all client and prospect names mentioned on this show have been changed to protect the identities of the individuals discussed. Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor's situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. Legal services are offered by Eidelman Law Firm. Tax services offered through Market Tax Services. Market Advisory Group does not provide legal or tax advice. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. The Guest Commentators featured in this show are not investment adviser representatives of Foundations and do not provide advisory services. Market Advisory Group does have several investment adviser representatives that can provide such services. This is not endorsed or affiliated with the Social Security Administration, any federal Medicare program, nor any U.S. government agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.

In this episode, Matt Goolsby and team talk about special opportunities for those on Medicare before age 65, retiring when you own your business, and the proverbial Rich Uncle. #retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #tariffs #trump #trumptariffs #recession #doge #departmentofgovernmentefficiency Between 03/2020 and 04/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083) Unless otherwise indicated, all client and prospect names mentioned on this show have been changed to protect the identities of the individuals discussed. Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor's situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. Legal services are offered by Eidelman Law Firm. Tax services offered through Market Tax Services. Market Advisory Group does not provide legal or tax advice. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. The Guest Commentators featured in this show are not investment adviser representatives of Foundations and do not provide advisory services. Market Advisory Group does have several investment adviser representatives that can provide such services. This is not endorsed or affiliated with the Social Security Administration, any federal Medicare program, nor any U.S. government agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.

In this episode, Matt Goolsby and team discuss rising prices, 401K beneficiaries, and retirees worried about running out of money. #retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #tariffs #trump #trumptariffs #recession #doge #departmentofgovernmentefficiency Between 03/2020 and 04/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083) Unless otherwise indicated, all client and prospect names mentioned on this show have been changed to protect the identities of the individuals discussed. Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor's situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. Legal services are offered by Eidelman Law Firm. Tax services offered through Market Tax Services. Market Advisory Group does not provide legal or tax advice. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. The Guest Commentators featured in this show are not investment adviser representatives of Foundations and do not provide advisory services. Market Advisory Group does have several investment adviser representatives that can provide such services. This is not endorsed or affiliated with the Social Security Administration, any federal Medicare program, nor any U.S. government agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.

In this episode, Matt Goolsby and team talk about market volatility, home office tax deductions, and protecting assets when your spouse needs nursing home care. #retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #tariffs #trump #trumptariffs #recession #doge #departmentofgovernmentefficiency Between 03/2020 and 04/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083) Unless otherwise indicated, all client and prospect names mentioned on this show have been changed to protect the identities of the individuals discussed. Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor's situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. Legal services are offered by Eidelman Law Firm. Tax services offered through Market Tax Services. Market Advisory Group does not provide legal or tax advice. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. The Guest Commentators featured in this show are not investment adviser representatives of Foundations and do not provide advisory services. Market Advisory Group does have several investment adviser representatives that can provide such services. This is not endorsed or affiliated with the Social Security Administration, any federal Medicare program, nor any U.S. government agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.

In this episode, Matt Goolsby and team discuss recession fears, RMD penalties, and Medicare Supplement premiums rising at higher than average rate. #retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #tariffs #trump #trumptariffs #recession

In this episode, Matt Goolsby and team discuss the stock market swinging wildly, handwritten wills, and tax extensions. #retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #tariffs #trump #trumptariffs #recession #depression

In this episode, Joshua Cicora and team discuss Tariffs, Tariffs, Tariffs, and how they affect your retirement plans. #retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #tariffs #trump #trumptariffs #recession #depression #marketmanipulation

In this episode, Matt Goolsby and team discuss Tax Deadline, Social Security Disability Insurance affecting Health Insurance, and what's keeping people up at night. #retirement #podcast #show #money #finance #socialsecurity #stockmarket #taxes #estateplanning #medicare #healthcare #SSDI #ACA #affordablecareact

In this episode, Matt Goolsby and team discuss Social Security requiring ID verification, prices rising with Prescription Drug Prices, and extending your tax return deadline. #retirement #podcast #show #money #finance

Joshua Cicora hosts this episode discussing changes coming to Social Security Fairness Act. The advisors also talk about procrastination, Daylight Savings Time, getting 401Ks out, and Social Security Windfall Elimination (Firefighters and Police). #retirement #podcast #show #money #finance #stockmarket #taxes #IRA #401K #usgovernment #SocialSecurity #DOGE #tariffs

Matt Goolsby hosts this episode discussing uncertainty in the economy due to DOGE and Trump's Tariffs. The advisors also talk about how much money is needed to retire, Medicare Part B applications, 3 Estate Planning outcomes, and Tax Roulette. #retirement #podcast #show #money #finance #stockmarket #taxes #IRA #401K #usgovernment #SocialSecurity #DOGE #tariffs

Matt Goolsby hosts this episode to talk about Stagflation possibly rearing its ugly head. The advisors also discuss Retirement Science, HSAs, Medicaid Crisis Planning, and the firing of 6500 IRS employees and what that means for your Tax Refund. #retirement #podcast #show #money #finance #stockmarket #taxes #IRA #401K #usgovernment #IRS #Layoffs #DOGE #DepartmentOfGovernmentEfficiency

Matt Goolsby hosts this episode, discussing Elon Musk's DOGE data on Social Security. The advisors also talk about government efficiency, downsizing homes, strategic planning, Medicare through a financial advisor, Living Wills, and a Social Security shortfall. #retirement #podcast #show #money #finance #stockmarket #taxes #IRA #401K #usgovernment #SocialSecurity #DOGE #DepartmentOfGovernmentEfficiency

Joshua Cicora hosts this episode, talking about how the spending cuts might affect your Social Security and Medicare. The advisors also discuss Railroad pensions, Long-Term Care, Medicare Advantage, if you can setup a will yourself, and Self-Directed IRAs. #retirement #podcast #show #money #finance #stockmarket #taxes #IRA #401K #LTC #usgovernment #SocialSecurity

Matt Goolsby opens this episode of Retire Hour with the Trump Tariffs and what they mean for the stock market and your retirement. The advisors also talk about long-term care woes, consolidating retirement accounts, why one person's Medicare Advantage is another's disAdvantage, common problems with trusts, and how to choose a tax preparer. #retirement #podcast #show #money #finance #stockmarket #tariffs #IRA #401K #RothIRA #LTC #usgovernment

In this episode, Joshua Cicora hosts financial, tax, estate, and healthcare advisors to talk about making your retirement last until your mid 90s, leaving large investment portfolios to your kids, and why you even need a tax preparer. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby hosts financial, tax, estate, and healthcare advisors to talk about missing RMDs, blended families, and tracking assets in your trusts. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby hosts financial, tax, estate, and healthcare advisors to discuss Annual Enrollment, myths about Wills, and getting a random refund from the IRS. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Joshua Cicora hosts to bring a tax perspective to "aging plans," Windfall Elimination Provision, and 5 best practices to tax preparer happy. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby and team answer your retirement questions in this all listener question episode. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby and team celebrate the holidays with a tale of two sisters, tax ramifications of gift giving, and another Medicare Enrollment Period. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby and team discuss Dependent Care Spending Accounts, overly-aggressive investments, and a hidden danger in every estate plan. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby and team talk about taxes on RMDs, Open Enrollment mistakes, and our broken retirement industry. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby and team answer questions from listeners. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby and team talk about a scam involving Gold, Medicare Plan F vs Plan G, and if a trust is better than a will. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby and team talk about a missing pension on a tax return, inflation, tax planning, and protecting heirs from themselves. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby and team talk about the election results, inflation and shrinking drug formularies. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby talks about the T.E.A.M. Effect, unintended consequences of the Inflation Reduction Act, and why information about wills is so hard to find. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. It's a SPOOKY episode as the team discusses retirement horror stories. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby talks about making your nest egg last and a probate horror story. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Matt Goolsby is back to talk forced retirement, prescription drug plans and what do do when you don't get advice from your CPA. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, Rick Everett guest hosts and talks about Medicare Open Enrollment, investment strategies and Capital Gains. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, we discuss how to choose the best ways to save for retirement for you. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, we'll talk about what happens when a spouse dies who has health insurance through their employer. #retirement #podcast #show #money #finance

The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. In this episode, we'll talk about factors in choosing a financial advisor for your plan. #retirement #podcast #show #money #finance

The retirement planning team of Retire Hour brings together financial advisors, CPAs, estate planning attorneys, and Medicare advisors for help with the current landscape of retirement and answering your questions. In this episode, Matt Goolsby hosts to talk about retirement goals, trusts and other ways to avoid probate. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

The retirement planning team of Retire Hour brings together financial advisors, CPAs, estate planning attorneys, and Medicare advisors for help with the current landscape of retirement and answering your questions. In this episode, Larry Kloefkorn hosts to talk about U.S. Job numbers being revised, errant 401Ks, and ill-timed distributions costing more than anticipated. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

The retirement planning team of Retire Hour brings together financial advisors, CPAs, estate planning attorneys, and Medicare advisors for help with the current landscape of retirement and answering your questions. In this episode, Joshua Cicora takes over the show again, viewing the retirement world through his tax lens. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

The retirement planning team of Retire Hour brings together financial advisors, CPAs, estate planning attorneys, and Medicare advisors for help with the current landscape of retirement and answering your questions. In this episode, we answer the question of if it's possible to withdraw from a retirement account without a penalty. You can upload your questions to RetireHour.com #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle

Our financial advisors discuss the risks, and then talk about Initial Enrollments deadlines, Trusts and Investments, and how to play a joke on your heirs (NOTE: don't do this if you actually like your family). #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle 00:21 How Have You Opened Yourself Up To Risk 08:35 Marge and Homer's Retirement Odyssey 17:18 Listener Question: "Add To Investments After Retired?" 26:36 Medicare and Almost Missing That Deadline 35:43 Estate Planning: Do You Have To Set Up A Trust Before Turning To Investments? 45:23 A Tax Practical Joke On Your Heirs

Our financial advisors discuss the MAG-PROCESS, and then talk about HSAs, PODs, and how taxes affect different retirement account. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle 00:21 The MAG-PROCESS 08:13 Changing Horses Mid-Stream 18:30 Listener Question: "Different Types Of Retirement Accounts" 26:33 Medicare and HSAs 35:16 Estate Planning Payable On Death 44:55 Taxes Affect Retirement Accounts Differently

Our financial advisors discuss unexpected illnesses, and we'll talk about Medicare in different states, gaps in Powers of Attorney, and Rule 72T and what it means for you. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle 00:21 When Illnesses Strike Unexpectedly 08:45 Who Works For Who Here? 18:30 Listener Question: "Getting Business Information To Executor?" 26:29 Medicare In Different States 34:50 Estate Planning Gaps In Powers Of Attorney 43:41 Taxes and Rule 72T

Our financial advisors discuss hard to value assets, and we'll talk about Medicare or Group Coverage, and creative tax solutions. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle 00:21 Hard To Value 07:52 Retirement Is A Journey 17:55 That Freeze Factor 26:32 Listener Question: "Should I take Medicare if I plan to work past 65?" 36:09 How Creative Is Your Team? 44:16 Tax Planning Is Just For The Wealthy, Right

Retire Hour is taken over by taxes as CPA Joshua Cicora hosts our financial advisors to discuss rolling IRAs, Roth IRAs, HSAs, and LLC vs S-Corps. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle #chiefs #kcchiefs #kansascitychiefs #patrickmahomes #traviskelce 00:21 How To Start Making Tax Moves 09:07 Rolling 401K to IRA 17:56 Listener Question: "Best mix of Roth vs Traditional IRAs?" 26:13 Medicare and HSAs 35:11 Estate Planning and Knowing LLC vs S-Corps 44:15 Withholding Taxes

Our financial advisors discuss Market Advisory Group's new prospective client process, and we'll talk about younger spouses not being of Medicare age, limits of trusts, and estate tax exemption. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle #chiefs #kcchiefs #kansascitychiefs #patrickmahomes #traviskelce 00:21 MAG REPORT 09:07 Forced Into Early Retirement 17:56 Listener Question: "ETFs and Are They Good For Retirement?" 26:13 Medicare With Younger Spouses 35:11 Estate Planning Trusts Don't Always Protect Assets From Medicaid 44:15 A Tax Coupon That Expires Soon

Our financial advisors discuss how memory loss can affect retirement plans, and we'll talk about Medicare and Tricare, your estate plan, and changes coming to the Kansas Tax Code. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle #chiefs #kcchiefs #kansascitychiefs #patrickmahomes #traviskelce 00:21 Jack And Jill Go Up The Retirement Hill 08:51 When You Can't Remember Decisions You Made 18:27 Listener Question: Paying Mortgage With 401K 25:51 Medicare and Tricare 34:41 Estate Planning Convenience Vs Protection 45:50 Tax Laws Changing In Kansas?

Our financial advisors tackle the questions of how much risk you should take on in retirement, and we'll talk having a crystal ball in healthcare, your estate plan, and stock options relating to taxes. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle 00:21 Amounts Of Investing Risk 09:30 Being Too Conservative 18:04 Listener Question: Survivor's Benefits 26:08 Medicare's Crystal Ball 35:28 Estate Planning And A.I.? 45:28 Taxes On Stock Options

This week's episode tackles common retirement planning topics, how-tos, and key information on money, finances, investing, medicare, estate planning, and taxes. Find out how to retire early or better or whatever you need. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024 #retirement #retirementplanning #how #howto #healthcare #lifestyle 00:29 Concerns In Retirement 10:10 Listener Question - KPERS 18:00 We Just Got A Letter 24:45 Medicare 32:55 Estate Planning 40:30 Listener Question (part 2) - KPERS

This episode brings warnings about putting off financial concerns, a listener's question about trusts, your HSA in healthcare, the WHY behind giving to charity, and connecting tax to your retirement plan. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: We Can Deal With That Later?! - 0:21 Financial Advisors: This Is The Piece That Has To Be Addressed First - 9:07 Listener Question: What's Going On Inside This Trust? - 17:10 Medicare Advisor: What Can I Use My HSA For When It Comes To Medicare? - 24:44 Eidelman Law Advisor: Don't Give To Charity For The Tax Break; Take The Tax Break Because You Give To Charity - 33:27 CPA: All Of This Is Connected - 41:00 Credits: 47:30 Learn more at: https://retirehour.com Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.