The Money Alchemist Podcast

What To Do About Healthcare: Essential Strategies for Workers and Retirees

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Agenda
  • What’s happening 10 min 
    • Gov’t shutdown - no BLS employment data 
    • Bitcoin now in bear market collapsing to below $100k 
    • Michael’s Burry’s new big short 
    • Healthcare premium inflation 
    • Jester “Jack” Daniels - how he built an empire and did not survive to reap the reward 
    • Topic de jour - Cost of healthcare for workers vs retirement, long-term care
    • Listener Q&A - 
      • I’ve maxed out my 401(k) by summer and was told I might be missing out on company match, will I continue to get a company match?  
      • All my neighbors are putting their homes in a trust or giving them to their kids so the nursing home doesn’t take the money, should I do that? 
      • Tip of the week
        • Understand how you pay for a mortgage - not all refis are the same.  

          • ___

           

          Sources 

           

          https://communications.fidelity.com/wi/tools/retirement-health-care/

          Healthsherpa.com 

          https://www.carescout.com/cost-of-care

           

          _____

           

          About your Hosts 

           

          Ben Jones, CFP® 

          Managing Director, National Wealth Management Group 

          www.nwmgadvisors.com  

          Sign up for Ben’s newsletter at www.karastick.com  

          Follow him on X @thekaratstick 

          https://www.linkedin.com/in/ben-nwmg/ 

            __

          Brent Gargano, CFP®

          Founder & Advisor, Infinite Wealth Planning  

          www.infinitewealthplanning.com 

          linkedin.com/in/brent-gargano-cfp®-2067b573 

          Join Brent's Monthly Newsletter:

          https://40221980.hs-sites.com/join-infinite-wealth-plannings-newsletter

           

          Comments or questions?  Email us at [email protected] 

           

          ___________________

           

          Editor:

           

          Trevor Gargano (The Digital QB)

          Email: [email protected]

          LinkedIn: https://www.linkedin.com/in/trevor-gargano-72727b67/

          Website: TheDigitalQuarterback.com

           

          ____________________________

           

          Follow our socials to support the podcast; see extra clips and announcements!

           

          Instagram: https://www.instagram.com/moneyalchemistpod/

          X: https://twitter.com/moneyalchpod 

          Facebook: https://www.facebook.com/profile.php?id=61556458987483

            

          Disclosure: 

           

          Investment advice offered through National Wealth Management Group, LLC. 

          All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

          The information presented is for educational and informational purposes only and is not intended as a recommendation or specific advice.

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          The Money Alchemist PodcastBy Ben Jones & Brent Gargano
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