Long-Term Care Planning

Estate Tax Exemption [Video]

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Estate Tax Exemption

Episode 7 of Season 4 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They talk through an estimated amount of money needed to retire an dhow to reduce risk in your portfolio. Then in the “Find the Fees” segment they examine VUL’s and the fees they could potentially bring. Matt is then joined by Bill Vawter, of Market Medicare Advisors to better understand what you could be potentially overpaying for in Medicare. Next Matt is joined by estate planning attorney Gerald Eidelman to discuss the current estate tax exemption and how it will adjust in the future. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about the benefits.

Intro: 0:00
Financial Advisors: Cost of Retirement – 0:20
Financial Advisors: Reducing Risk – 9:52
Financial Advisors: VAL’s (Find the Fees) – 17:11
Medicare Advisor: Overpaying for Medicare – 22:34
Estate Planning Attorney: Estate Tax Exemption – 31:50
CPA: Benefits of a CPA – 39:14
Credits: 45:04

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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.