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

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.

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 retirement plan come together.