Medicare is the closest thing in the U.S. to a single-payer healthcare system, but it comes with trade-offs, including direct implications to a client’s HSA plan, social security and more. When is the right time for your clients to enroll?
Peter Stahl returns to the podcast to discuss planning for retirement with means-testing and taxable income in mind. He helps us break down the Medicare program, explain the pros and cons for enrolling in Medicare when eligible, and emphasize the importance of building sources of tax-free wealth before retirement.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
108 Mental accounting: Engaging clients with bucket planning
107 Creativity, economics and life with Russ Roberts
106 Fostering a diverse and inclusive culture
105 Turning tough conversations into better conversations
104 Retirement income planning in the “new normal”
103 Family conversations that should not be avoided (Sept 2016)
102 Coaching clients through uncertainty
101 Low volatility investing
100 How to choose the right financial planning software with Michael Kitces
99 Fostering success with centers of influence
98 SECURE Act: Retirement policy you can use
97 Secrets of 2x advisors
96 Best of 2019: Actionable ideas to take into the new decade
95 How one advisor transformed her business off a life event
94 Themes from the 2019 Global Investment Forum
93 Opening for business: China A-shares and a diversified portfolio
92 Forces shaping the future of advice with Schwab’s Bernie Clark
91 A brave new Fed
90 How advisors can influence change in client behaviors
89 It’s personal: The growing need for financial wellness programs
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