Retirement Road Map

070: How Proactive Healthcare Planning Could Help Save Thousands in Retirement with Scott Hokanson


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Healthcare costs are one of the biggest financial challenges for retirees and pre-retirees. Many people work until they're 65 just to transition into retirement with Medicare. And with healthcare costs so expensive, it's easy to understand why. But what if your financial plan had those costs built into it so you could retire early?

To explore this complex topic, we're thrilled to have Scott Hokanson, Founder and President of Brabo Benefits, back on the podcast. We've worked with Scott for over 20 years and are grateful to share his expertise, insights, and strategies for helping retirees manage healthcare costs before and after age 65.

In our conversation, we discuss the benefits of Medicare Advantage and Supplement Plans, how to navigate the tough decisions surrounding bridging employer plans and Medicare plans, and why healthcare planning is such a critical component of a comprehensive financial plan.

In this podcast interview, you'll learn:

  • The shocking truth about Medicare costs and how to avoid surprises.
  • Strategies for bridging your healthcare coverage before turning 65.
  • Scott's advice on purchasing dental and vision coverage with your insurance.
  • Why Roth conversions can impact Medicare premiums—and when they make sense.
  • The differences and benefits of Medicare Advantage vs. Supplement plans.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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Retirement Road MapBy Derek Gregoire, Keith Ellis, and Matthew Peck

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