Social Security Trust Funds



Episode 8 of Season 3 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 social security trust funds and give their number one tip for people nearing retirement. Then in the “Find the Fees” segment they discuss the different types of taxes in retirement. Next Matt talks one on one with financial advisor Danny Goolsby about first hand examples of how beneficial a collaboration approach to retirement is. Matt is then joined by estate planning attorney Gerald Eidelman to examine and explain Estate Tax Exemption. Lastly, Matt is then joined lead CPA of Market Tax Services, Joshua Cicora to chat about the effect 1099k’s may have on future online purchases and sales.

Intro: 0:00
Financial Advisors: Social Security Trust Funds- 0:20
Financial Advisors: Retirement Tips – 10:04
Financial Advisors: Different kinds of taxes in retirement (Find the Fees) – 16:11
Financial Advisor: Collaboration Retirement Planning – 22:37
Estate Planning Attorney: Estate Tax Exemptions – 31:59
CPA: 1099K’s for online purchases and sales – 40:19
Credits: 45:15

Learn more about the show, the team behind it, and where else to listen at:

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.

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