In this episode, Matt Goolsby and team discuss Qualified Charitable Donations, nervousness about retirement, and a new tax scam that's going around.
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Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)
Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions 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 that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. 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. This is not endorsed by the U.S. government or associated with any federal Medicare program. 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 your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. 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.