Retire Hour

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 Tenants With Rights Of Survivorship - 32:23 CPA: 4th Quarter Tax Planning - 40:18 Credits: 46:56 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.

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 Corner: Special Exceptions For Disabled People and Social Security - 17:40 Medicare Advisor: Lump Sums Can Trigger IRMA - 24:12 Eidelman Law Advisor: Is Your Financial Advisor Asking Estate Planning Questions? - 33:24 CPA: Secure Act 1.0 and 2.0 - 41:27 Credits: 46:52 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.

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: Synergistic Energy - 17:04 Medicare Advisor: Should You Select A Medicare Select Policy - 24:18 Eidelman Law Advisor: Sometimes After Death, The Gloves Come Off - 33:15 CPA: How Much Do You Want To Hurt Yourself With Taxes - 42:30 Credits: 46:51 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.

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 Client Corner: Is Your Advisor Ethical? - 16:06 Medicare Advisor: Costs Of Prescription Drugs - 24:16 Eidelman Law Advisor: Online Estate Plans? - 32:13 CPA: Tax Implications When You Transition Your Portfolio Into Precious Metals - 40:19 Credits: 46:52 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.

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 - 16:39 Medicare Advisor: Medicare Monkey Business - 24:14 Eidelman Law Advisor: Married With Medicaid - 30:58 CPA: Don't Let Your Retirement Combust Spontaneously - 41:46 Credits: 46:47 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.

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 Prescription Across The Street To Save Money - 24:10 Eidelman Law Advisor: Where Is Your Money Going When You Die? - 31:43 CPA: Some Want To Owe Uncle Sam, Some Want A Refund - 40:09 Credits: 46:40 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.

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 Surviving Your Spouse - 8:36 Client Corner: Spouse Only Gets 50% Of Your Pension - 17:05 Medicare Advisor: What's A Cancer Policy? - 24:05 Eidelman Law Advisor: You Need To Factor Your Business Into Your Estate Plan - 33:56 CPA: Poison Pills For Filing Taxes Separately - 41:05 Credits: 46:50 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.

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: Social Security Is Predictable - 19:07 Medicare Advisor: "I Hate Medicare Advantage" - 27:05 Eidelman Law Advisor: The Widow Mary - 36:48 CPA: Going Through A Labyrinth Without A Map - 41:10 Credits: 47:18 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.

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 - 7:53 Client Corner: Everyone Has To Pay Uncle Sam, But You Don't Have To Tip Him - 16:55 Medicare Advisor: Does Medicare Have Dental Insurance? - 23:54 Eidelman Law Advisor: You're Marrying Your In-Laws - 33:04 CPA: Like Landing A Plane On Aircraft Carrier - 41:12 Credits: 47:18 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.

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? - 0:21 Financial Advisors: We're Just Recording History - 9:03 Client Corner: Set-It-And-Forget-It Estate Plans? - 17:12 Medicare Advisor: Switching Medicare Supplements For Better Rates - 24:08 Eidelman Law Advisor: Testamentary Trust - 33:07 CPA: It's Never Good News When You Get A Letter From The Government - 41:29 Credits: 47:11 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.

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 Financial Advisors: Tax Man: "You Can Pay Me Now, Or You Can Pay Me Later" - 8:01 Client Corner: There's A Lot To Unpack There - 15:53 Medicare Advisor: Who's Irma And Why Do I Owe So Much In Taxes? - 23:59 Eidelman Law Advisor: "I'll Take This Money To The Grave" - 32:27 CPA: Mistake In Secure Act 2.0 - 40:33 Credits: 47:11 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.

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? - 8:20 Client Corner: Fees, Darned Fees, and Statistics - 16:39 Medicare Advisor: 'Til Medicare Do Us Part - 23:51 Eidelman Law Advisor: Operations Of Laws - 31:51 CPA: $35,000 Tax Bill? What? - 41:32 Credits: 47:16 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.

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: It Was The Best Of Times, It Was The Worst Of Times - 16:06 Medicare Advisor: Should You Double Up On Group Insurance And Medicare? - 24:06 Eidelman Law Advisor: Power Of Attorney Is Only For Life - 32:28 CPA: RMDs, QCDs And ACAs, Oh My - 42:05 Credits: 47:37 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.

Guest host Rick Everett sits down with Trey Basa to make medicare simple and easy, Devin Seward for avoiding probate when it comes to estate planning, and Joshua Cicora to discuss the changes to tax law over time. Intro: 0:00 Financial Advisor: Interest Rate Hikes Pros And Cons - 0:21 Medicare Advisor: Captive Vs Independent Agents - 9:50 Eidelman Law Advisor: Avoid Probate? - 25:15 CPA: Thanks Reagan For Taxable Social Security - 38:24 Credits: 49:35 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.

On this week's episode, the Retire Hour team discusses managing CDs (certificate of deposit), how much you really need to retire, houses as part of a trust, complications with changing your legal name, mistakes people make with wills, backdoor Roths, and tax mistakes. Intro: 0:00 Financial Advisors: CD Interest Rates Too Good To Be True? - 0:21 Financial Advisors: How Much Money Do I Need To Retire? - 10:10 Client Corner: There Are Landmines Everywhere - 16:22 Medicare Advisor: Sometimes Simple Is Not So Simple - 24:08 Eidelman Law Advisor: Something Isn't Always Better Than Nothing - 32:35 CPA: Warning Bells Around "Backdoor" Roth Conversions - 42:13 Credits: 47:23 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.

What are the next steps in retirement when a loved one passes away? Join the Retire Hour team as they discuss that crucial time period, weighing Medicare decisions, gifting vs not gifting assets to children, and a special Client Corner. Intro: 0:00 Financial Advisors: Easy To Be Long-Term Investor 'Til You Take Short-Term Losses - 0:21 Financial Advisors: Unexpected Deaths In Retirement - 8:57 Client Corner: "Maybe, It's My Fault" - 16:57 Medicare Advisor: Weigh Your Decisions Out - 23:40 Eidelman Law Advisor: When And When Not To Gift Assets To Children - 34:01 CPA: Everyone Gets A Mulligan On This - 41:38 Credits: 47:03 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.

Intro: 0:00 Financial Advisors: Large Losses Early In Retirement - 0:21 Financial Advisors: Plot Your Course Ahead 'Cause The Runway Behind You Does You No Good - 9:05 Client Corner: You Don't Plan To Fail, You Fail To Plan - 17:02 Medicare Advisor: That Price Creeps Up - 24:14 Eidelman Law Advisor: Is A Trustee Responsible For Paying All The Taxes? - 33:03 CPA: There Is No Tax Bracket At 20% - 42:10 Credits: 47:33 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.

The Retire Hour team discusses common roadblocks people face while heading into retirement, questions about house payments, and the difference between tax preparation and tax advising. Got retirement questions for our hosts? Submit yours at https://retirehour.com. Intro: 0:00 Financial Advisors: Optimize Your Social Security - 0:21 Financial Advisors: Uncle Sam Gets A Piece - 8:32 Client Corner: Remember Those Old Days - 16:11 Medicare Advisor: Couples Go Their Separate Ways With Medicare - 24:06 Eidelman Law Advisor: Contested Estate Plans - 32:50 CPA: Referring To A Tax Specialist - 41:30 Credits: 47:32 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.

The Retire Hour team debates choosing lump sum or monthly payment for pensions, retirement for divorcees, and dives deep into medicare questions and taxes. Intro: 0:00 Financial Advisors: Can't See the Forest Through the Fees - 0:21 Financial Advisors: Rights For Divorcés - 8:53 Client Corner: Tax Consequences - 17:59 Medicare Advisor: Not Your Father's Medicare Plan - 24:03 Eidelman Law Advisor: Five-Year Clock for Medicaid - 33:15 CPA: The Snowball Effect of Taxes - 42:02 Credits: 47:32 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.

The Market Advisory Group team discusses the "sideways" market and what that means for your portfolio, the team approach for retirement, estate planning, and a client's story about filing for Medicare. Be sure to visit RetireHour.com or MarketAdvisoryGroup.com to learn more about finding the right team for your retirement.