172 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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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. -
Your Financial Fingerprint Matters (Plus Tax Concerns!)
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. -
Is There Ever A Good Time To Sell, Ad-Hoc Management, and Tax Hits From CDs
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. -
Ex-Spouse's Social Security, HSAs, And The IRS Is Coming For You
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.