179 episodes
Retire Hour Retire Hour
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- Education
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.
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Investing Risks, A.I. For An Estate Plan, And Tax Implications of Stock Options
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 -
Don't Retire With Concers, When You Should Pull From KPERS, How To Do IRMAA
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 -
Tax Breaks For Giving To Charity, Connecting Tax To Finance, And Prioritizing Your Plan
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. -
When To Cash In Your 401k, Medicare In New States, and Power Of Attorney Help
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. -
Bankruptcy's Effect On Retirement, When To Quit Working, & The Tax Cuts And Jobs Act
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. -
Our Retirement Tier System, Passing Down 401Ks, And Power Of Attorney
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.