Retiring Today

164. Retire Before 65 by Rethinking Your Health Care Options


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Discover more health care and Medicare tips by downloading the complimentary Retire Your Way Toolkit - https://merkleretirementplanning.com/toolkit/

Register for the next Journey to Retirement online workshop to take the first step in your retirement journey - https://merkleretirementplanning.com/workshops/


To make the most of retirement you have to think differently about EVERYTHING – including health care. Today we talk about health care in retirement and how it may be more affordable than you think. We also discuss options that can help you plan for the expense of long-term care.


Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®

https://merkleretirementplanning.com/staff-members/loren-merkle/


AnnaMarie Morrow, Director of Medicare

https://merkleretirementplanning.com/staff-members/annamarie-morrow/


Molly Nelson, Host of Retiring Today

https://merkleretirementplanning.com/staff-members/molly-nelson/


Chapters

00:00 Can You Retire Before 65?

02:10 Building a Comprehensive Retirement Plan

03:24 Rethinking Health care in Retirement

10:51 Understanding Medicare

13:10 How Prescription Drug Coverage Can Change Each Year

19:09 Planning for the Cost of Long Term Care


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This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.

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Retiring TodayBy Merkle Retirement Planning

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