Crunching Numbers (and Shells)

CPA Joshua Cicora and Tax Preparer Lauren Dietz eat delicious tacos near Wichita, KS, and discuss some of the most troubling tax situations in America today.

Latest Episodes Of Retire Hour

In this episode of What Are... Tax Advisor Joshua Cicora details important information and ways to approach making Estimated Payments for your Tax Returns What Are... is a series of videos where a retirement advisor defines a concept that might confuse retirees. Subscribe for more content like this. Comment below if you still have questions or if you have suggestions for future episodes of What Are... This video is presented by Market Investment Group, LLC, a registered investment adviser. Market Investment Group, LLC conducts business only in jurisdictions where it is properly registered or otherwise excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators and does not indicate that the adviser has attained a particular level of skill or ability.The information provided is for general educational and informational purposes only and is believed to be factual and up to date at the time of recording; however, accuracy and completeness are not guaranteed. The views and opinions expressed reflect the judgment of the speaker as of the date of the video and are subject to change without notice. This content should not be considered personalized investment advice, a recommendation, or an offer to buy or sell any security. Market conditions, risks, and individual financial circumstances vary, and investment strategies are not suitable for all investors. You should consult a qualified professional before making any investment decisions. References to market trends or historical observations are provided for informational purposes only and do not guarantee future results. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do not offer in your area. Please contact Medicare.gov or 1-800-Medicare to get information on all your options. All rights reserved. #retirement #retirementplanning #financialplanning #investing #investment #education #educational #kansas #kansascity #money #moneymindset #moneymanagement
YouTube Video VVV3TXAySVQzVkpKUVhMY3hKenZ5bll3LkUwdVkxZmJRMVc0

What Are... Estimated Payments?

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Financial Advisor & Host Matt Goolsby sits with Longterm Care Advisor Kimberly Sixkiller about the Most Expensive Form of Healthcare: End of Life Facility Care. 0:00 - Intro 0:09 - The Elephant in the Room 1:33 - End of Life Care is Expensive 2:31 - Estate Planning + Long Term Care 4:04 - Long Term Care Insurance 4:55 - Client Story 7:02 - Outro Facebook: https://www.facebook.com/retirementhelpcom/ https://www.RetirementHelp.com Market Advisory Group: https://marketadvisorygroup.com/ This video is presented by Market Investment Group, LLC, a registered investment adviser. Market Investment Group, LLC conducts business only in jurisdictions where it is properly registered or otherwise excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators and does not indicate that the adviser has attained a particular level of skill or ability. The information provided is for general educational and informational purposes only and is believed to be factual and up to date at the time of recording; however, accuracy and completeness are not guaranteed. The views and opinions expressed reflect the judgment of the speaker as of the date of the video and are subject to change without notice. This content should not be considered personalized investment advice, a recommendation, or an offer to buy or sell any security. Market conditions, risks, and individual financial circumstances vary, and investment strategies are not suitable for all investors. You should consult a qualified professional before making any investment decisions. References to market trends or historical observations are provided for informational purposes only and do not guarantee future results. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do not offer in your area. Please contact Medicare.gov or 1-800-Medicare to get information on all your options. All rights reserved. #retirement #retirementplanning #financialplanning #investing #investment #education #educational #kansas #kansascity #money #moneymindset #moneymanagement
YouTube Video VVV3TXAySVQzVkpKUVhMY3hKenZ5bll3LkpKUElrYzh4RVU0

The Most Expensive Form of Healthcare - Best of Eye on Retirement

May 05, 2026

When was the last time you prepared for Long Term Care when you need it the most? Check out @RetirementHelp for more education.
YouTube Video VVV3TXAySVQzVkpKUVhMY3hKenZ5bll3LjhBMFFCSEpaUlNv

This is your REMINDER to have a Long Term Care Plan #retirement #education #money #healthcare

May 04, 2026

Don't take a S.W.A.G. on your Medicare Costs. Be prepared by checking out RetirementHelp.com #education #retirement #money
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Guessing on Medicare Penalties #shorts

May 01, 2026

Is Medicare the right cost for you? Check out RetirementHelp.com to feel secure in your decision! #education #money #retirement
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What Medicare Costs You #shorts #retirement

Apr 29, 2026

Financial Advisor Matt Goolsby chats with Tax Advisor Lauren Dietz about the Difference in Tax Filing vs. Tax Planning. 0:00 - Intro 0:09 - Matt and Lauren 0:16 - Differences of Tax Filing vs Planning 1:27 - Tax Planning Story 2:52 - Missed Opportunities to Save 4:29 - Story #2 5:19 - 2 Take Aways 6:45 - Outro This video is presented by Market Investment Group, LLC, a registered investment adviser. Market Investment Group, LLC conducts business only in jurisdictions where it is properly registered or otherwise excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators and does not indicate that the adviser has attained a particular level of skill or ability. The information provided is for general educational and informational purposes only and is believed to be factual and up to date at the time of recording; however, accuracy and completeness are not guaranteed. The views and opinions expressed reflect the judgment of the speaker as of the date of the video and are subject to change without notice. This content should not be considered personalized investment advice, a recommendation, or an offer to buy or sell any security. Market conditions, risks, and individual financial circumstances vary, and investment strategies are not suitable for all investors. You should consult a qualified professional before making any investment decisions. References to market trends or historical observations are provided for informational purposes only and do not guarantee future results. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do not offer in your area. Please contact Medicare.gov or 1-800-Medicare to get information on all your options. All rights reserved. #retirement #retirementplanning #financialplanning #investing #investment #education #educational #kansas #kansascity #money #moneymindset #moneymanagement
YouTube Video VVV3TXAySVQzVkpKUVhMY3hKenZ5bll3LkxNMGhoS1cydnp3

Tax Filing vs Tax Planning - The Best of Eye on Retirement

Apr 28, 2026

Review your Medicare Plans so they dont disrupt your days by visiting RetirementHelp.com #education #medicare #retirement
YouTube Video VVV3TXAySVQzVkpKUVhMY3hKenZ5bll3LjZMaDBIUUZFRzIw

Annual Medicare Plan Changes #shorts

Apr 27, 2026

Financial Advisor Matt Goolsby meets with Health Insurance Advisor Presley Beaulieu for a fresh look at Medicare Penalties and Health Savings Account Conflicts 0:00 - Intro 0:09 - Matt & Presley 0:18 - One of the Most Common Medicare Questions 1:31 - Employers Forcing Medicare? 2:11 - Creditable Coverage & Part A Enrollment 2:52 - Lifetime Medicare Penalties 3:34 - Who's Responsible? 4:52 - Using AI for Medicare Decisions 5:47 - Outro This video is presented by Market Investment Group, LLC, a registered investment adviser. Market Investment Group, LLC conducts business only in jurisdictions where it is properly registered or otherwise excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators and does not indicate that the adviser has attained a particular level of skill or ability. The information provided is for general educational and informational purposes only and is believed to be factual and up to date at the time of recording; however, accuracy and completeness are not guaranteed. The views and opinions expressed reflect the judgment of the speaker as of the date of the video and are subject to change without notice. This content should not be considered personalized investment advice, a recommendation, or an offer to buy or sell any security. Market conditions, risks, and individual financial circumstances vary, and investment strategies are not suitable for all investors. You should consult a qualified professional before making any investment decisions. References to market trends or historical observations are provided for informational purposes only and do not guarantee future results. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do not offer in your area. Please contact Medicare.gov or 1-800-Medicare to get information on all your options. All rights reserved. #retirement #retirementplanning #financialplanning #investing #investment #education #educational #kansas #kansascity #money #moneymindset #moneymanagement
YouTube Video VVV3TXAySVQzVkpKUVhMY3hKenZ5bll3LjRPOTlNRGxJRmxN

Penalties &HSA Conflicts - The Best of Eye on Retirement

Apr 23, 2026

Financial Advisors Matt Goolsby and Doug Miller address misconceptions about Bond Funds and how improper Retirement Income Alignment affects more than your peace of mind. 00:00 Intro 00:09 Bond Funds = Safety? 01:41 Bonds Lose Value 2:29 Retirement Scenario 3:22 Step 3 of Our Retirement Risk Review 04:01 Outro This video is presented by Market Investment Group, LLC, a registered investment adviser. Market Investment Group, LLC conducts business only in jurisdictions where it is properly registered or otherwise excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators and does not indicate that the adviser has attained a particular level of skill or ability. The information provided is for general educational and informational purposes only and is believed to be factual and up to date at the time of recording; however, accuracy and completeness are not guaranteed. The views and opinions expressed reflect the judgment of the speaker as of the date of the video and are subject to change without notice. This content should not be considered personalized investment advice, a recommendation, or an offer to buy or sell any security. Market conditions, risks, and individual financial circumstances vary, and investment strategies are not suitable for all investors. You should consult a qualified professional before making any investment decisions. References to market trends or historical observations are provided for informational purposes only and do not guarantee future results. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do not offer in your area. Please contact Medicare.gov or 1-800-Medicare to get information on all your options. All rights reserved. #retirement #retirementplanning #financialplanning #investing #investment #education #educational #kansas #kansascity #money #moneymindset #moneymanagement
YouTube Video VVV3TXAySVQzVkpKUVhMY3hKenZ5bll3LmFnOEpuMXhTQjBr

Retirement Income Alignment - The Best of Eye on Retirement

Apr 21, 2026

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