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Retire Hour

Education Podcasts

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. Hosted by advisor Matt Goolsby, this program features an advisor panel from Market Advisory Group (Wichita, Kansas City) discussing recent news, relevant topics, and client stories. Then, segments featuring a Medicare advisor, estate planning attorney, and tax CPA. Retire Hour is complete retirement education.

Location:

United States

Description:

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. Hosted by advisor Matt Goolsby, this program features an advisor panel from Market Advisory Group (Wichita, Kansas City) discussing recent news, relevant topics, and client stories. Then, segments featuring a Medicare advisor, estate planning attorney, and tax CPA. Retire Hour is complete retirement education.

Language:

English


Episodes
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Investing Risks, A.I. For An Estate Plan, And Tax Implications of Stock Options

6/15/2024
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

Duration:00:53:31

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Don't Retire With Concers, When You Should Pull From KPERS, How To Do IRMAA

6/8/2024
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

Duration:00:49:26

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Tax Breaks For Giving To Charity, Connecting Tax To Finance, And Prioritizing Your Plan

6/1/2024
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.

Duration:00:49:27

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When To Cash In Your 401k, Medicare In New States, and Power Of Attorney Help

5/25/2024
The Retire Hour crew discusses their clients' owing taxes when they lose money, information on Average Rate of Return, a listener asks if they should cash in their 401k to pay off their debt. Our Medicare agent discusses a client moving cross-country, our attorney helps you learn about power of attorney, and our CPA gets in deep with taxes. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: She Owes Taxes Even When She Lost Money - 0:21 Financial Advisors: Average Rate Of Return Can Be Misleading - 9:05 Listener Question: Cashing In 401K To Pay Debts - 17:14 Medicare Advisor: Retiring, Packing Up, Moving Across The Country, And Starting Medicare All At The Same Time? - 24:40 Eidelman Law Advisor: Powers Of Attorney Don't Have To Be All-Powerful - 32:49 CPA: More Than Meets The Eye - 41:21 Credits: 47:25 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.

Duration:00:49:26

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Bankruptcy's Effect On Retirement, When To Quit Working, & The Tax Cuts And Jobs Act

5/18/2024
What's going on with the Tax Cuts and Jobs Act? How should you handle cutting back hours at work vs quitting when at retirement age? What's the impact of bankruptcy on retirement? Retire Hour answers all this and more. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: Treat Your Retirement Like The Family Pet - 0:21 Financial Advisors: Substantially Equal Periodic Payment - 9:13 Listener Question: Bankruptcy And Its Effect On Retirement - 17:42 Medicare Advisor: Cutting Back Hours Instead Of Quitting Work - 24:41 Eidelman Law Advisor: Second-Generation Trust - 33:39 CPA: Tax Cuts And Jobs Act - 41:33 Credits: 47:20 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.

Duration:00:49:25

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Our Retirement Tier System, Passing Down 401Ks, And Power Of Attorney

5/11/2024
We introduce you to our revolutionary tier system, a listener's question on passing down their 401k to their daughter, and the importance of "power" of attorney in estate planning. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: A Tiered System - 0:21 Financial Advisors: A Different Skillset - 9:09 Client Question: "I'm With The Government And I'm Here To Help" - 17:46 Medicare Advisor: ACA And Premium Tax Credits - 24:43 Eidelman Law Advisor: The Power Of A Power Of Attorney - 32:13 CPA: Smooth Vs Rough Landings - 39:55 Credits: 47:20 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.

Duration:00:49:14

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Starting Your Retirement Plan, Generational Problems, And Well-Spouses

5/4/2024
The Retire Hour crew discusses generational problems, "Day One vs. One Day" of retirement planning, tri-care, well-spouses, and Biden's potential tax limit changes. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: A Problem For All Generations - 0:21 Financial Advisors: Day One Vs One Day - 9:01 Client Question: High-Risk To Conservative Transition - 16:07 Medicare Advisor: Tri-Care Across The U.S. - 24:42 Eidelman Law Advisor: The Well-Spouse - 30:14 CPA: Estate Tax Exemptions - 39:50 Credits: 46:58 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.

Duration:00:48:56

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Determining Retirement Eligibility, Tax Season Recap, and Mandatory 401k Withdrawals

4/20/2024
On this episode of Retire Hour, we answer a listener's question about mandatory 401k withdrawals, the 4% rule of retirement, and being "lost in the forest." We'll also speak with our medicare advisor for procedure denials and our tax team recaps their 2024 tax season. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: Lost In The Forest - 0:21 Financial Advisors: The 4% Rule - 9:32 Client Question: Mandatory Withdrawals - 16:29 Medicare Advisor: Investigating A Procedure Denial - 24:35 Eidelman Law Advisor: Preserving Fair Market Value - 33:16 CPA: Retirement Eligibility And A Tax Deduction Issue - 40:21 Credits: 47:31 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.

Duration:00:49:07

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Alfred E Neuman On Retirement, What To Do With IRAs, And Medicaid Help

4/13/2024
Retire Hour goes mad magazine in this episode where we discuss Alfred E Neuman's thoughts on the retirement landscape, a listener question about restarting IRAs, plus tips on medicare, medicaid, and tax miracles. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: "What, Me Worry?" - 0:21 Financial Advisors: Company Stock Awards - 9:52 Client Question: Old IRAs - 17:13 Medicare Advisor: Special Enrollment and Declared Disaster Periods - 24:48 Eidelman Law Advisor: Dementia And Medicaid - 33:25 CPA: Don't Expect A Miracle - 41:08 Credits: 47:31 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.

Duration:00:49:28

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Money Vs. Time In Retirement, Social Security for Widowers, and Kevin's Tax Story

4/6/2024
In retirement planning, advisors like us can help increase your money, but we cannot add more time. We'll talk about that dynamic in this episode. Our client question segment comes to us from a widower needing to know if they should suspend social security, and we'll take a look at Medicare scams and Kevin's tax story. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: We Can Make More Money, But We Can't Make More Time - 0:21 Financial Advisors: A Friend's Death Is An Eye-Opener - 9:15 Client Question: Suspending Social Security To Take Widower's Benefit - 17:34 Medicare Advisor: A Medicare Scam - 24:37 Eidelman Law Advisor: "Do I Need An Estate Plan If I Have Almost Nothing To Pass Down?" - 33:25 CPA: We Need To Talk About Kevin - 40:41 Credits: 47:07 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.

Duration:00:49:03

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Your Financial Fingerprint Matters (Plus Tax Concerns!)

3/30/2024
Our financial advisors will discuss putting off retirement, a client question about financial fingerprints, plus medicare, estate law, and tax concerns with April 15th rapidly approaching. Intro: 0:00 Financial Advisors: Class vs Lab - 0:21 Financial Advisors: Don't Put It Off - 9:42 Client Question: Depends On Your Financial Fingerprint - 17:57 Medicare Advisor: The Barn Is Already On Fire - 24:46 Eidelman Law Advisor: The Death Tax Is Changing Soon - 33:34 CPA: Unforced Tax Error - 42:12 Credits: 47:14 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.

Duration:00:49:14

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Is There Ever A Good Time To Sell, Ad-Hoc Management, and Tax Hits From CDs

3/23/2024
If you are retiring soon and your company has no Human Resources to guide you, or your estate planning is getting complicated with your business partnership, we dive deep on these issues this week along with tax hits from CDs and if there's ever a good time to sell. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: Is There Ever A Good Time To Sell? - 0:21 Financial Advisors: Ad-Hoc Management - 9:25 Client Question: Retiring Without Human Resources To Guide You - 18:03 Medicare Advisor: Healthcare After Becoming A Widow - 24:44 Eidelman Law Advisor: Estate Planning And Business Partnerships - 32:57 CPA: Tax Hit From CDs - 41:05 Credits: 47:28 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.

Duration:00:49:29

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Ex-Spouse's Social Security, HSAs, And The IRS Is Coming For You

3/16/2024
SS, HSAs, and IRS. It's the week of acronyms. Watch as we break them down for you. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: How To Know How Much Social Security You'll Get - 0:21 Financial Advisors: Can Your Ex Keep You From Getting Their Social Security? - 9:45 Client Corner: Consequences Of Coming Into A Large Sum Of Money - 17:43 Medicare Advisor: HSAs Can Affect Medicare Premiums - 24:34 Eidelman Law Advisor: Accidentally Disinheriting Your Children - 32:13 CPA: IRS Could Be Coming For You - 41:58 Credits: 47:20 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.

Duration:00:49:19

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Retire Hour Is LIVE At The Wichita Home Show

3/15/2024
Retire Hour answers your questions live at the Home Show in Wichita, KS #money #financialhelp #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: Financial Questions - 0:21 Eidelman Law Advisor: Estate and Veteran Questions - 15:36 Medicare Advisor: Medicare Questions - 22:44 Credits: 32:20 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.

Duration:00:34:18

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Divorce, In-Laws, & Tax Planning: How They Impact Retirement

3/9/2024
Life is messy, and big events can have big consequences. Let's talk about it right here on Retire Hour. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: Real Life Outcomes - 0:21 Financial Advisors: Target-Date Funds - 10:18 Client Corner: Consequences Of Divorce On Retirement Planning - 20:01 Medicare Advisor: Sales People That Disappear After The Sale - 24:44 Eidelman Law Advisor: Protecting Assets From In-Laws - 33:56 CPA: How Taxes Go When You've Planned Ahead - 41:46 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.

Duration:00:49:29

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High Fees, the 65th Birthday Checklist, and Tax Liabilities

3/2/2024
Financial advisor Danny Goolsby brings a toilet to the show to tell you what he thinks of high fees, tax brackets and liabilities get discussed ahead of April 15th, and we answer a listener's question about turning 65. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Advisors: Down The Toilet - 0:21 Financial Advisors: Where's My Money Going To Come From - 9:28 Client Corner: Tax Brackets Get Cut In Half - 17:36 Medicare Advisor: A Question And Working While On Medicare - 24:47 Eidelman Law Advisor: Tragedy Strikes At A Key Moment - 33:52 CPA: Tax Liability Of Winning Prizes - 41:26 Credits: 47:34 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.

Duration:00:49:32

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Retirement By TEAM (& How You Can Do It, Too!)

2/24/2024
#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Learn how to go with a team-based retirement approach with our team of professionals. This week, social security concerns, bonds vs stocks, marriage in estate planning, and CD interests. Intro: 0:00 Financial Advisors: The Team Approach - 0:21 Financial Advisors: "If You Can Tell Me When You'll Pass Away, I Can Tell You The Best Time To Start Social Security" - 10:00 Client Corner: Are Bonds Safer Than Stocks? - 21:55 Medicare Advisor: Retired But Not At Medicare Age - 24:45 Eidelman Law Advisor: Not Married But Live Together - 33:44 CPA: CD Interests And Tax Consequences - 41:32 Credits: 47:29 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.

Duration:00:49:28

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TAX TAKEOVER! IRA's, Social Security, and More

2/17/2024
#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri This week's episode features Joshua Cicora, Lead CPA of Market Tax Services as he talks with advisors about investment strategies with tax concerns, IRMAA, Inheritance, and Phantom Income. Intro: 0:00 Financial Advisors: IRA's 10-Year Rule - 0:23 Financial Advisors: Can You Turn Back the Clock on Social Security? - 8:24 Client Corner: What Counts as Income? - 16:54 Medicare Advisor: 2 Year Look Back - 23:55 Eidelman Law Advisor: When Inheriting a Business Goes Wrong - 31:51 CPA: Phantom Income - 39:39 Credits: 44:28 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.

Duration:00:49:17

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New Social Security Tax Laws, Medicare A & B, & Honoring A Retire Hour Fan

2/10/2024
#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri This week's episode features investment strategies, a tribute to a special listener of our show, Medicare assistance, and state laws in Missouri changing for Social Security. Intro: 0:00 Financial Advisors: Old School Investment Strategies - 0:21 Financial Advisors: Boys And Their Toys - 9:17 Client Corner: Tribute To A Special Listener - 18:49 Medicare Advisor: Can You Be On Medicare Part A & B With Employer Healthcare? - 23:52 Eidelman Law Advisor: Too Many Egg Baskets To Keep Track Of - 33:52 CPA: New State Laws Concerning Social Security - 42:19 Credits: 46:55 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.

Duration:00:48:51

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Roth Conversions, Financial Advisor Duties, And Avoiding Tax Mines

2/3/2024
#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Tax season can bring devastating problems to your portfolio and plans if not done properly. This episode shows you how Market Advisory Group brings finances and taxes together in harmony, plus updates in healthcare and estate planning. Intro: 0:00 Financial Advisors: Balancing Dividends vs Tax Consequences - 0:21 Financial Advisors: Tap-Dancing Around Tax Mines - 9:00 Client Corner: Roth Conversions: Taxes Are Due At Time Of Conversion - 16:48 Medicare Advisor: ACA and Tax Subsidies - 24:12 Eidelman Law Advisor: What Is A Life Estate? - 34:20 CPA: This Is Why Financial Advisors Shouldn't Give Tax Advice - 42:02 Credits: 46:58 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.

Duration:00:28:30