Retirement Planning Education, with Andy Panko

#105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE!

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Listener Q&A where Andy talks about: 

  • Whether or not it's okay to have a mortgage or rent in retirement ( 1:56 )
  • Medicare Part B coinsurance of 20% and whether Medigap/Supplemental policies are worth it ( 8:50 )
  • How much money is TOO MUCH money to have in a Health Savings Account ( 13:50 )
  • If I've changed any of my views or processes around retirement planning as a result having chatted with multiple "real people" and other retirement planners in this podcast ( 24:57 )
  • How advisors can help improve the perception of the industry and how consumers can help try to better vet their potential advisor ( 28:58 )
  • How much net worth is enough to consider not having long term care insurance or life insurance ( 43:52 )


Links in this episode:

  • FINRA's BrokerCheck - here


  • My company newsletter - Retirement Planning Insights
  • Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
  • YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
  • Retirement Planning Education website - www.RetirementPlanningEducation.com
...more
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Retirement Planning Education, with Andy PankoBy Andy Panko
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