June 27, 2024

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

54 minutes

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:

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

By Andy Panko

4.9

666666 ratings

June 27, 2024

54 minutes

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:

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