175 episodes
Retire Hour Retire Hour
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- Education
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2.5 • 4 Ratings
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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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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. -
Alfred E Neuman On Retirement, What To Do With IRAs, And Medicaid Help
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. -
Money Vs. Time In Retirement, Social Security for Widowers, and Kevin's Tax Story
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.