Healthcare

Ep 083: Medicare Open Enrollment

Medicare Open Enrollment
- Work with your doctor to evaluate your needs
- How to avoid high premiums for you and your spouse
- What is a Health Savings Account
- Life Insurance: Private or employer policy, which is better
- Health Insurance Plan: Where should you shop for coverage?
- HMO, PPO, EPO, POS Insurance: Weighing the variables
- Medicare Part D: What do you need and the best way to pay for medications
- Supplemental programs to cover your out of pocket expenses

Ep 080: What Does Financial Freedom Look Like for You?

What does financial freedom look like for you?
- On your radar: How much do you need, and how to get there
- Reviewing insurance and healthcare needs, taxes, and spousal health
- Staying employable while you’re living independently
- The affect your decision will have on your housing
- Required minimum distribution rules, and when to retire
- Understanding the relationship between your habits and your future

Ep 079: Tackling Your Financial Laundry List

Tackling Your Financial Laundry List
- Does being wealthy mean you don’t need a financial advisor?
- Efficient planning tools to get the best result
- So! You’ve saved enough!...Now what?
- Healthcare costs: stretching your dollar to manage efficiently
- Social Security savvy
- Cash reserve vs. cash flow: Know the difference
- Key things you should do BEFORE you retire
- Your Home: How to use it to your advantage

Ep 064: Strategies to Early Retirement

Strategies to early retirement:
- How will you spend your time, and what will it cost you?
- The importance of knowing your living expenses
- How to know if it’s manageable financially and physically
- Consider diversifying streams of income
- Let’s talk insurance: will your healthcare costs go up?
- The consequences to taking Social Security early

Ep 052: Taxes and Retirement

Taxes and Retirement: Build a plan around great timing:
- The various types of income you can expect to be taxed in retirement
- Which deductions will disappear when you retire?
- Choosing the magical age to stop working
- Be smart! Track your medical expenses to reduce your taxes
- When is it time to start taking Social Security benefits?
- Strategies to help you squeeze more from the tax law

Ep 020: How the Proposed Healthcare Bill Will Affect You

Listen as our hosts discuss the following topics:
- How much should you contribute to your 401k?
- Strategies to consolidate multiple emloyee retirement plans
- How the new proposed healthcare bill will effect you
- Pre-existing conditions and the uninsured: Will you lose your health coverage?