Listen "Is Your Advisor Product or Process Driven?"
Episode Synopsis
On this Special Episode, Larry Kloefkorn is our Guest Host while Matt is on vacation. Larry is joined by Danny Goolsby in house where they discuss if Your Advisor is Product or Process Driven? Larry is then joined by Bill Vawter of Market Medicare Advisors to tackle a recent question by a visitor to our Home Show booth. Next, Larry is joined by Gerald Eidelman with Eidelman Law Firm on how to approach tax consequences for lack of planning on retirement accounts to the next generation. Lastly, Larry and lead CPA Joshua Cicora go in to detail about early tax preparation around this time of year.
More episodes of the podcast Retire Hour
Gambling Away Your Retirement? | Retire Hour
27/09/2025
Risky Business | Retire Hour
19/09/2025
A Moving Target Fund | Retire Hour
13/09/2025
A Maximum Wage? | Retire Hour
06/09/2025
Can I Retire Yet? | Retire Hour
30/08/2025
Watch Out: IRS Scam! | Retire Hour
23/08/2025
Grief-Brain And Tax Harvesting | Retire Hour
16/08/2025
Roth Confusion | Retire Hour
09/08/2025
24% Cut In Social Security | Retire Hour
02/08/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.