Mar 29, 2023
The last thing retirees on a fixed income want is expensive monthly healthcare costs. If you’re not careful, you could unintentionally trigger higher Medicare Part B and D premiums through an IRMAA surcharge. On this episode, I’m going to show you how to lower your Medicare costs by lowering your taxable income.
You...
Mar 22, 2023
The second-largest bank collapse in US history occurred on March 10th, 2023 at Silicon Valley Bank. Two days later, Signature Bank experienced the third-largest collapse. In the wake of these financial shockwaves, people are concerned about the impact of these events on their retirement funds. On this episode,...
Mar 15, 2023
Do you need a redo on your Social Security? If you started collecting your benefits too early or spent the money too quickly: fear not! Your retirement isn’t ruined. On this episode, I’m answering a listener question and discussing three ways you can have a do-over with your Social Security benefits.
You will want...
Mar 8, 2023
Healthy finances are only one side of retirement planning. Healthy living also needs to be a priority for every retiree. On this episode, I sit down with Nancy Schwartz of Envision Healthy Retirement to discuss how to live a healthy lifestyle in retirement, get the most out of a post-career world, and create a lasting...
Mar 1, 2023
Over the last year, I’ve heard a lot of buzz about using alternative investments to boost portfolios. However, most people don’t know you need to be an accredited investor to take advantage of these opportunities. On this episode, I’m breaking down alternative investments, how to become an accredited investor,...