In this episode, Matt Goolsby and team talk about special opportunities for those on Medicare before age 65, retiring when you own your business, and the proverbial Rich Uncle.
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Between 03/2020 and 04/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)
Unless otherwise indicated, all client and prospect names mentioned on this show have been changed to protect the identities of the individuals discussed. Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor’s situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. Legal services are offered by Eidelman Law Firm. Tax services offered through Market Tax Services. Market Advisory Group does not provide legal or tax advice. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. The Guest Commentators featured in this show are not investment adviser representatives of Foundations and do not provide advisory services. Market Advisory Group does have several investment adviser representatives that can provide such services. This is not endorsed or affiliated with the Social Security Administration, any federal Medicare program, nor any U.S. government agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.
Retire Hour
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 from Market Advisory Group: Larry Kloefkorn, Danny Goolsby or Jonathon McCoy; estate planning attorney Gerald Eidelman of Eidelman Law Firm; CPA Joshua Cicora of Market Tax Services; and Medicare advisor Bill Vawter of Market Medicare Advisors.
Retirement should be easy, but often it's not. Tune in weekly to learn about market challenges, ever-changing tax laws, medicare updates and planning for a legacy.
Meet the Team
Jonathon is the lead advisor for the Kansas City metro area and oversees the growing locations of that market. Transparency is the cornerstone of his advising style. “Many people have had long relationships with an advisor, yet they have no knowledge of cost of services and maintenance. Frequently, investments offered are not in the client’s best interest. Doing what is best for the client is always what is best for the business.”
Joshua has worked to help take the headache out of taxes since 2007. He makes it a priority to stay current with ongoing changes in legislation, IRS and Department of Revenue changes. His experience as a Certified Public Accountant helps the clients of Market Tax Services navigate challenging tax issues. “People work hard for their money. They need an experienced tax professional to make sure they keep as much of it as possible.”
Bill has been specializing in Medicare—health insurance for people 65 and older—for more than 35 years. Medicare does not include Long Term Care, a service many going into retirement need. His specialized insurance planning helps navigate health care while approaching and during retirement. Certified and licensed to handle all lines of Medicare, Bill knows how to simplify choices to ease decisions regarding your future as your health is changing.
Matt decided to follow in his father, Danny’s footsteps. Specializing in business development and logistics for Market Advisory Group, he is a founding partner for the company and performs in an advisory role for the offices in Wichita and the Kansas City metro area. Matt enjoys helping reduce risk and manage personal finances to solidify retirement goals. “It’s rewarding to help so many with concerns and goals.”
Danny’s 35+ years of experience and perspective have kept him sharp on market ebbs and flows. Honest advise, straight talk and a trustworthy helping-hand are a driving force on how Danny handles professional advice. Helping others succeed with retirement, pre-retirement, and insurance planning brings him personal satisfaction. “I love to see a good plan come to fruition.”
Larry is a firm believer that your retirement can not be a ‘set it and forget it’ program. He enjoys building a relationship with each person to help create a plan that is tailored to the client’s needs. Monitoring a plan and making adjustments where needed are often an overlooked area to assure long-term financial peace in retirement. “Many start saving early on, but then don’t know the steps to guard, or greatly enhance, retirement income. This important step can even be achieved after retirement.”
Gerald has practiced law in Wichita, Kansas since his graduation from the Georgetown University Law Center in 2004 when he completed his first degree. Serving Wichita and Kansas as a whole, his law practice focuses on estate planning, probate and business planning. “Each person and family is unique. An estate plan should be tailored to each client’s needs, goals, and circumstances.” Gerald is part of Eidelman Law Firm located inside Market Advisory Group.