Eye On Retirement

By: Market Advisory Group
  • Summary

  • Eye On Retirement is a weekly TV show. This financial education resource is for those approaching retirement, or seeking knowledge on investing, income planning, taxes, medicare and estate planning.

    2024 Market Advisory Group
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Episodes
  • David's Employer Made Him Change His Retirement Plan...
    Oct 14 2024

    Market Advisory Group's team of financial advisors and retirement planners met with Dave, whose employer caused trouble for his retirement plans. We worked with him to alter those plans. Does this sound like something you've one with? Is your 401k or retirement account being changed in some way?


    At the Money Monitor, we'll discuss questions our financial advisors receive a lot. Eye On Retirement is dedicated to bringing you financial advice, money tips, and retirement guidance.

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    28 mins
  • Are You Ready For Retirement? Financial, Tax, Social Security, & More
    Oct 7 2024

    Eye On Retirement's panel of financial advisors Rick Everett & Larry Kloefkorn are joined by CPA Joshua Cicora and healthcare advisor Cory Hiebert for Dan's story of retirement planning with social security and roth conversion concerns.


    We'll talk about what to do with pensions, IRA decisions, 401k choices, and how your financial advisor may be missing some additional pieces that make your retirement plan come together.

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    28 mins
  • She Had No Idea What To Do With Her Inheritance...
    Oct 4 2024

    What should you do with your inheritance? Are there tax consequences of inheritances?


    These questions and more cause difficulty both for those trying estate planning for their heirs. The retirement team of Market Advisory Group brings you the story of Deborah, who needed planning help for her inheritance and her family. Our team got together to assist her with tax concerns, investment management, income needs, social security, long term care needs, and estate planning.


    Guest host Matt Goolsby and Jonathon McCoy (financial advisors, Market Advisory Group) are here to share this inherited income story and what you might be able to take away for your family to avoid probate or additional estate planning costs you may not want to incur.


    At the Money Monitor, Jonathon and Kim Sixkiller take a closer look at Long Term Care.


    Ready for your custom MAG REPORT? Contact us at EyeOnRetirement.com or call 833-MAG-REPORT.

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    28 mins

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