What drives a financial planner to help others live to 100? In this episode, Neil Henry shares the story behind Henry & Associates, his passion for serving Charleston’s retirees, and the wisdom gained from decades of guiding clients through life’s biggest transitions. Discover how Neil’s personal journey shapes his approach, why community matters, and the advice he wishes everyone knew about preparing for retirement. From memorable client stories to the importance of building financial confidence, Neil reveals what makes Regarding Retirement more than just a podcast—it’s a roadmap for living well.

Schedule your complimentary consultation with Henry and Associates and chart that plan for living to 100 at 843-762-6781 or at HenryAndAssociates.net

See omnystudio.com/listener for privacy information.

Are you ready to make the most of Medicare Open Enrollment? In this episode, Neil Henry shares decades of experience guiding retirees through the maze of Medicare choices, from Parts A, B, and D to Medigap and Advantage plans. Discover the most important decisions for newcomers, common mistakes to avoid, and how to review your coverage as your health needs change. Neil breaks down complex rules, offers practical advice, and explains what’s new this year—so you can feel confident about your healthcare and your future. Tune in for clear answers and expert insights from beautiful Charleston, South Carolina.

Schedule your complimentary consultation with Henry and Associates and chart that plan for living to 100 at 843-762-6781 or at HenryAndAssociates.net

See omnystudio.com/listener for privacy information.

Neil Henry talks about long-term care and how people often underestimate its cost. He shares stats of how many people need LTC (and how this is sometimes temporary) and what the different types are. Neil also compares the rough costs of the different phases of that care and shares a story about how a person with proper coverage saved themselves tens of thousands of dollars. Neil also talks about the preferred type of coverage and how standalone long-term care insurance can end up extremely costly. And he shares about his love for the mountains of Virginia and what he does in his cabin there.

Schedule your complimentary consultation with Henry and Associates and chart that plan for living to 100 at 843-762-6781 or at HenryAndAssociates.net.

See omnystudio.com/listener for privacy information.

Neil Henry discusses Medicare and explains the age that most people are eligible for it and how long before then that they should apply for the coverage. He also shares what Plan A & B plans are, what Medicare Advantage is, and what other costs people need to plan for. Neil also discusses what he sees as some good political news that is also shaping the market.

Schedule your complimentary consultation with Henry and Associates and chart that plan for living to 100 at 843-762-6781 or at HenryAndAssociates.net.

See omnystudio.com/listener for privacy information.

Neil Henry discusses how inflation can wreck retirement income, if people are not careful. He emphasizes the importance of making a plan and how he factors in certain increases over time, so people can have a plan for money to outlive them. Neil also talks about using annuities and other tools to dispense this income and also how taxes can really bit people if they do not plan for them.

Schedule a complimentary consultation to work on a plan to help secure your financial future. Call Henry and Associates at 843-762-6781 or go to HenryAndAssociates.net.

See omnystudio.com/listener for privacy information.

Neil Henry returns to talk about something that has become a bigger staple in retirement portfolios: annuities. Neil explains the different kind of annuities and how certain kinds have given all of them bad names. Neil describes how to build a retirement income plan and why annuities have gotten more popular in recent years.

Schedule a complimentary consultation to work on a plan to help secure your financial future. Call Henry and Associates at 843-762-6781 or go to HenryAndAssociates.net.

See omnystudio.com/listener for privacy information.

Neil Henry breaks down Medicare for listeners and talks about plans A, B, C, and D and what  Medigap and Medicare Supplement Insurance are. Neil also gives the pros and cons of the Medicare Advantage Plan and some examples of how that can work against a person's best interests. He talks about his holiday plans and if he likes to sail his boat in cold weather. 

Ready to connect with Neil? Visit his website today!

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Neil Henry discusses the results of the presidential election and how Trump's victory will affect any current or future tax cuts. Neil also talks about wonky job numbers, future government job cuts, and how all of that can affect the economy.

Ready to connect with Neil? Visit his website today!

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Henry and Associates founder and financial planner Neil Henry discusses what RMDs are and how both they and their tax implications can surprise people. Neil breaks down the method he uses to prepare clients for this and which retirement accounts RMDs impact. He also describes his love for sailing and the big steps he took to protect his sailboat before Hurricane Helene struck South Carolina.

Ready to connect with Neil? Visit his website today!

See omnystudio.com/listener for privacy information.

Neil shares his insights on how inflation affects retirement planning and what strategies can help retirees cope with rising prices. He explains why fixed rate annuities are an attractive option for retirees who want to lock in high interest rates and secure a steady income for life. He also discusses how annuities can diversify one's portfolio and reduce exposure to market volatility and tax liabilities.

Neil also cautions retirees against underestimating the impact of inflation on their purchasing power and quality of life. He emphasizes the need to plan ahead and hedge against inflation by choosing retirement products that can adjust to changing economic conditions. He offers some tips on how to evaluate different annuities and find the best fit for one's goals and risk tolerance.

See omnystudio.com/listener for privacy information.