Rob Pykosz is a Senior Vice President at Lenox Advisors and works with both corporations and high net worth individual clients. Rob specializes in comprehensive estate, insurance, asset allocation, employee benefits strategies and executive carve-out programs.This episode will give you an insider’s view into his thinking around different types of financial advisors, how Medicare interacts with wealth management, income planning for retirement and long-term care alternatives.
"Am I going to be okay?" People often will ask us that. "Hey, am I going to be okay if the house burns down?" Well, hopefully you have homeowner's insurance. "Well, am I going to be okay if my spouse passes away early, if I have a Long Term Care event, if I have a big healthcare cost?" Obviously, Medicare very important there. There's really a number of risk factors that can occur.”
— Rob Pykosz
Show Notes and Full Transcript: The Matt Feret Show
The Matt Feret Show
Prepare for Medicare
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The Matt Feret Show is about thriving in midlife, retirement, and beyond. Each week, Matt shares smart conversations on Medicare, Social Security, retirement planning, health, wealth, wellness, caregiving, and life after 50.
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