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.

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 management, income needs, social security, long term care needs, and estate planning.

Guest host Matt Goolsby and Jonathon McCoy (financial advisors, Market Advisory Group) are here to share this inherited income story and what you might be able to take away for your family to avoid probate or additional estate planning costs you may not want to incur.

At the Money Monitor, Jonathon and Kim Sixkiller take a closer look at Long Term Care.

Ready for your custom MAG REPORT? Contact us at EyeOnRetirement.com or call 833-MAG-REPORT.

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.

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

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.

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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.

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