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Episode Archive

Sept. 2, 2024

Retirement Goals | Retire Hour

The retirement planning team of Retire Hour brings together financial advisors, CPAs, estate planning attorneys, and Medicare advisors for help with the current landscape of retirement and answering your questions. In this ep...
Aug. 26, 2024

In Retirement, Timing Is Everything | Retire Hour

The retirement planning team of Retire Hour brings together financial advisors, CPAs, estate planning attorneys, and Medicare advisors for help with the current landscape of retirement and answering your questions. In this ep...
Aug. 19, 2024

Tax Takeover 2: Electric Boogaloo | Retire Hour

The retirement planning team of Retire Hour brings together financial advisors, CPAs, estate planning attorneys, and Medicare advisors for help with the current landscape of retirement and answering your questions. In this ep...
Aug. 12, 2024

Can You Withdraw From A Retirement Account Without A Penalty?

The retirement planning team of Retire Hour brings together financial advisors, CPAs, estate planning attorneys, and Medicare advisors for help with the current landscape of retirement and answering your questions. In this ep...
Aug. 5, 2024

Approaching 70% In Taxes? | Retire Hour

Our financial advisors discuss the risks, and then talk about Initial Enrollments deadlines, Trusts and Investments, and how to play a joke on your heirs (NOTE: don't do this if you actually like your family). #money #podcast...
July 29, 2024

Changing Horses Mid-Stream | Retire Hour

Our financial advisors discuss the MAG-PROCESS, and then talk about HSAs, PODs, and how taxes affect different retirement account. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #202...
July 22, 2024

Who Works For Who Here? | Retire Hour

Our financial advisors discuss unexpected illnesses, and we'll talk about Medicare in different states, gaps in Powers of Attorney, and Rule 72T and what it means for you. #money #podcast #episode #finance #investing #investi...
July 15, 2024

How Creative Is Your Team? | Retire Hour

Our financial advisors discuss hard to value assets, and we'll talk about Medicare or Group Coverage, and creative tax solutions. #money #podcast #episode #finance #investing #investingtips #kansas #missouri #kansascity #2024...
July 8, 2024

Tax Takeover | Retire Hour

Retire Hour is taken over by taxes as CPA Joshua Cicora hosts our financial advisors to discuss rolling IRAs, Roth IRAs, HSAs, and LLC vs S-Corps. #money #podcast #episode #finance #investing #investingtips #kansas #missouri ...
July 1, 2024

You Have A Tax Coupon That Expires Soon

Our financial advisors discuss Market Advisory Group's new prospective client process, and we'll talk about younger spouses not being of Medicare age, limits of trusts, and estate tax exemption. #money #podcast #episode #fina...
June 23, 2024

Social Security Law Changes In Kansas, V.A. Benefits, & One Person's Mystery Tax Bill

Our financial advisors discuss how memory loss can affect retirement plans, and we'll talk about Medicare and Tricare, your estate plan, and changes coming to the Kansas Tax Code. #money #podcast #episode #finance #investing ...
June 15, 2024

Investing Risks, A.I. For An Estate Plan, And Tax Implications of Stock Options

Our financial advisors tackle the questions of how much risk you should take on in retirement, and we'll talk having a crystal ball in healthcare, your estate plan, and stock options relating to taxes. #money #podcast #episod...
June 8, 2024

Don't Retire With Concers, When You Should Pull From KPERS, How To Do IRMAA

This week's episode tackles common retirement planning topics, how-tos, and key information on money, finances, investing, medicare, estate planning, and taxes. Find out how to retire early or better or whatever you need. #mo...
June 1, 2024

Tax Breaks For Giving To Charity, Connecting Tax To Finance, And Prioritizing Your Plan

This episode brings warnings about putting off financial concerns, a listener's question about trusts, your HSA in healthcare, the WHY behind giving to charity, and connecting tax to your retirement plan. #money #financialhel...
May 25, 2024

When To Cash In Your 401k, Medicare In New States, and Power Of Attorney Help

The Retire Hour crew discusses their clients' owing taxes when they lose money, information on Average Rate of Return, a listener asks if they should cash in their 401k to pay off their debt. Our Medicare agent discusses a cl...
May 18, 2024

Bankruptcy's Effect On Retirement, When To Quit Working, & The Tax Cuts And Jobs Act

What's going on with the Tax Cuts and Jobs Act? How should you handle cutting back hours at work vs quitting when at retirement age? What's the impact of bankruptcy on retirement? Retire Hour answers all this and more. #money...
May 11, 2024

Our Retirement Tier System, Passing Down 401Ks, And Power Of Attorney

We introduce you to our revolutionary tier system, a listener's question on passing down their 401k to their daughter, and the importance of "power" of attorney in estate planning. #money #financialhelp #daveramsey #retiremen...
May 4, 2024

Starting Your Retirement Plan, Generational Problems, And Well-Spouses

The Retire Hour crew discusses generational problems, "Day One vs. One Day" of retirement planning, tri-care, well-spouses, and Biden's potential tax limit changes. #money #financialhelp #daveramsey #retirement #recession #ta...
April 20, 2024

Determining Retirement Eligibility, Tax Season Recap, and Mandatory 401k Withdrawals

On this episode of Retire Hour, we answer a listener's question about mandatory 401k withdrawals, the 4% rule of retirement, and being "lost in the forest." We'll also speak with our medicare advisor for procedure denials and...
April 13, 2024

Alfred E Neuman On Retirement, What To Do With IRAs, And Medicaid Help

Retire Hour goes mad magazine in this episode where we discuss Alfred E Neuman's thoughts on the retirement landscape, a listener question about restarting IRAs, plus tips on medicare, medicaid, and tax miracles. #money #fina...
April 6, 2024

Money Vs. Time In Retirement, Social Security for Widowers, and Kevin's Tax Story

In retirement planning, advisors like us can help increase your money, but we cannot add more time. We'll talk about that dynamic in this episode. Our client question segment comes to us from a widower needing to know if they...
March 30, 2024

Your Financial Fingerprint Matters (Plus Tax Concerns!)

Our financial advisors will discuss putting off retirement, a client question about financial fingerprints, plus medicare, estate law, and tax concerns with April 15th rapidly approaching. Intro: 0:00 Financial Advisors: Clas...
March 23, 2024

Is There Ever A Good Time To Sell, Ad-Hoc Management, and Tax Hits From CDs

If you are retiring soon and your company has no Human Resources to guide you, or your estate planning is getting complicated with your business partnership, we dive deep on these issues this week along with tax hits from CDs...
March 16, 2024

Ex-Spouse's Social Security, HSAs, And The IRS Is Coming For You

SS, HSAs, and IRS. It's the week of acronyms. Watch as we break them down for you. #money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri Intro: 0:00 Financial Adviso...