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Eye On Retirement
United States
Приєднався 1 жов 2021
Welcome to Eye On Retirement, the weekly show that helps you navigate the ever changing and sometimes confusing world of retirement. Each week Host Rick Everret will be joined by different guests to discuss the process of planning your retirement. Eye On Retirement is focused on touching on all the different aspects of retirement which includes financial planning, Medicare, estate planning, and taxes. Eye On Retirement is your one stop shop for all things retirement.
Investment advisory services are offered through Foundations Investment Advisors, LLC an SEC registered investment advisor.
Investment advisory services are offered through Foundations Investment Advisors, LLC an SEC registered investment advisor.
Todd & Terri Had No Estate Safety | Our Advice On What To Do
The Eye On Retirement crew discusses "Todd & Terri" and their family estate asset concerns. We follow up this episode with what they should do and a tax segment at our Money Monitor you can learn from.
Переглядів: 3
Відео
Unforced Errors In Retirement | Retire Hour
Переглядів 47 годин тому
The Retire Hour team is back in action, teaching you actionable advice on retirement planning, including investing, taxes, estate planning, and medicare. Manage your money and retirement with the Retire Hour team. It's a SPOOKY episode as the team discusses retirement horror stories. #retirement #podcast #show #money #finance
Jack and Sharon's Medicare, Estate Plan, and Financial Problems
Переглядів 716 годин тому
In this episode of Eye On Retirement, the team at Market Advisory Group shares the story of Jack & Sharon, who met with MAG with a litany of problems. Their estate plan was ill-prepared, they didn't know the Medicare impact they were dealing with, and their financial advisor wasn't able to connect all the dots alone. Market Advisory Group's approach of retirement planning connects all these tog...
David's Employer Made Him Change His Retirement Plan...
Переглядів 10514 днів тому
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 Retiremen...
Are You Ready For Retirement? Financial, Tax, Social Security, & More
Переглядів 4821 день тому
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 reti...
She Had No Idea What To Do With Her Inheritance...
Переглядів 3628 днів тому
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 managemen...
The TUMBLING TOWER Of Financial Costs In Retirement
Переглядів 260Місяць тому
The financial advisor team at Eye On Retirement is joined by a CPA, an estate planning paralegal, and a healthcare advisor to showcase how costs in retirement add up. Using wooden pieces as a metaphor, learn how your retirement costs are likely to skyrocket without you knowing it. Call 833-MAG-REPORT or go to EyeOnRetirement.com to meet this team and find out how your retirement plan stacks up.
Lou & Barb Have Low Income Fears In Retirement
Переглядів 31Місяць тому
We met a with a couple, "Lou & Barb," who were afraid their DIY-style investment strategy would not leave them with enough money for retirement. After speaking with the Market Advisory Group team, this episode will show you how working with a team approach may give you confidence. Learn more at EyeOnRetirement.com or get your MAG REPORT at 833-MAG-REPORT
Oscar's Dilemma With Taxable Income In His Retirement Plan
Переглядів 54Місяць тому
Market Advisory Group's retirement planning team of financial advisors, estate planners, tax professionals, and healthcare advisors talk about a client, Oscar, who planned to retire soon and uncovered some serious tax issues with his income. #money #daveramsey #financialfreedom #finance #finances #education #advice #retirement #retirementplanning #market #stockmarket #marketadvisorygroup #wichi...
Anna's Grief In Retirement
Переглядів 282 місяці тому
The financial advisors and retirement professionals of Market Advisory Group bring you Eye On Retirement; addressing your retirement planning concerns and giving financial tips to help you succeed and gain retirement knowledge. #retirement #retirementplanning #eyeonretirement #daveramsey #moneyguys #money #finances #financialadvisor #estateplanning #attorney #tax #Taxes #taxfreeretirement #wich...
Addressing Fears Of Inflation & Higher Taxes
Переглядів 152 місяці тому
The financial advisors and retirement professionals of Market Advisory Group bring you Eye On Retirement; addressing your retirement planning concerns and giving financial tips to help you succeed and gain retirement knowledge. #retirement #retirementplanning #eyeonretirement #daveramsey #moneyguys #money #finances #financialadvisor #estateplanning #attorney #tax #Taxes #taxfreeretirement #wich...
Mary's Heir Overspent Her Money
Переглядів 6392 місяці тому
Mary, a veteran and retirement planner, came to Market Advisory Group with problems regarding an heir on her estate overspending, plus we dealt with tri-care for life and other Medicare concerns. In this video, and the others on our channel, you can learn retirement planning solutions and how to start your MAG REPORT. #money #finance #estate #estateplanning #kansas #wichita #missouri #kansascit...
Beth's Estate Auction NIGHTMARE
Переглядів 333 місяці тому
In this episode of Eye On Retirement, the Market Advisory Group panel tells the story of a client named "Beth," whose estate auction was full of problems. Her late husband had a high amount of valuable art. Taxes, trusts, and Medicare were all effected by this. Beth also asked our panel about our Average Rate of Return. In the Listener Question segment, we answer the question: "Can you change a...
The 2024 Election's Impact On Your Retirement
Переглядів 663 місяці тому
Eye On Retirement is a show that focuses on retirement planning. In this episode, Matt Goolsby leads his team to talk about taxes going up in the future. Visit EyeOnRetirement.com to learn more...
Capital Gains Taxes On Your Assets
Переглядів 343 місяці тому
Eye On Retirement is a show that focuses on retirement planning. In this episode, Julie Newton leads her team through a scenario involving capital gains. Visit EyeOnRetirement.com to learn more...
Can You Handle The "Retirement Pressure Cooker?"
Переглядів 1514 місяці тому
Can You Handle The "Retirement Pressure Cooker?"
Is Your Retirement Account Unsheltered?
Переглядів 2405 місяців тому
Is Your Retirement Account Unsheltered?
If You Could Go Back In Time, What Would You Change?
Переглядів 766 місяців тому
If You Could Go Back In Time, What Would You Change?
We could always do what the rich do and use the cuts that are available.
Hey Brian, thanks for chiming in. What cuts are you referring to?
@eyeonretirement3809 the tax cuts and loopholes that the rich use to offset their tax burden.
@@brianadams7903 Okay, sounds like you've got it covered moving forward! Please out should you need any further assistance 👍
I can't listen to a guy with this haircut
@@VoltLover00 irony. Listening implies not watching.
Medicare Advantage is absolute garbage ! Wake up. Its main objective is to deny claims .
We definitely want our claims accepted!
Really appreciated the content!
Glad it was helpful!
✌️ 'PromoSM'
How can I contact you?
If you’re in Wichita, 316-252-8707, if you are in Kansas City 913-730-7749
*promosm*
Who advises the advisors
✔️ Promo-SM
To much sales pitch, little information. This video is mistitled.
I did not pay into SS. Is there a way I can collect a monthly check too?
My retirement plan is simple... Work til you drop.
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