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Retire Hour Retire Hour
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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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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. -
Starting Your Retirement Plan, Generational Problems, And Well-Spouses
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. -
Determining Retirement Eligibility, Tax Season Recap, and Mandatory 401k Withdrawals
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.
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