Episodes

  • My Plan Went Up In Flames | Eye On Retirement
    Dec 23 2024

    In this episode of Eye On Retirement, Financial Advisor Matt Goolsby is joined by CPA Joshua Cicora from Market Tax Services, Health Insurance Advisor Cory Hiebert from Market Medicare Advisors, and Estate Planning Attorney Alex Robinson from Eidelman Law Firm to discuss how plans can get upended by big life changes.


    Eye On Retirement is focused on touching 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.


    Got questions? Visit eyeonretirement.com

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    29 mins
  • These Taxpayers Are Furious! | Eye on Retirement
    Dec 16 2024

    The Eye on Retirement team has a tax takeover as Joshua Cicora hosts this panel of advisors to discuss the three types of monies: Taxable, Partially-Taxable, and Tax-Free.

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    29 mins
  • Capital Gains Taxed At 20%? | Eye On Retirement
    Dec 6 2024

    The Eye On Retirement crew talks about POAs, Healthcare, and tax bombs on vacation homes.

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    28 mins
  • Don't Let Your Money Fall Between The Cracks | Eye On Retirement
    Nov 26 2024

    The Eye On Retirement crew discusses T.E.A.M and how it helped a couple who had healthcare worries.

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    28 mins
  • Inflation Steals From Your Retirement | Eye on Retirement
    Nov 11 2024

    The Eye On Retirement crew discusses the chances a retiree will run out of money and all the factors that make it more likely from Long-Term Care to taxes going up to rampant inflation.

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    28 mins
  • Todd & Terri Had No Estate Safety | Our Advice On What To Do
    Nov 4 2024

    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.

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    28 mins
  • Jack and Sharon's Medicare, Estate Plan, and Financial Problems
    Oct 21 2024

    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 together. Learn more at https://marketadvisorygroup.com

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    28 mins
  • 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