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.
Deliver WOW client reviews
10 Women and wealth
Stop providing only investment advice
9 Guiding the social and environmentally conscious investor
Stop hoarding unprofitable clients
8 Custom target date funds: is the juice worth the squeeze?
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7 Fixed income: the way forward
6 Family conversations that should not be avoided
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5 Creating a client's retirement game plan
4 Telling your story: components to creating a compelling message
Building an effective practice featuring Steve Moore
3 Alternative investments: exploring the opportunities
2 Living to 100: helping make your clients' retirement years truly golden
1 Investor archetypes: tailoring your communication to match your clients' personality
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