#462 - How Do I Know if an Annuity Is Right for Me in Retirement?

Curiosity is an important quality to nurture as you get older; it can even help you find your purpose in retirement. Today, I’ll help you explore how to use your curiosity to discover your purpose as you embark on the next phase of your life.

This episode is packed with questions that could help you rock retirement. Listen in to learn how to know if an annuity is right for you in retirement, how to apply for social security, whether you can contribute to a Roth IRA if you are an independent contractor, how to choose healthcare alternatives before Medicare, and 401K alternatives for the highly compensated employee.

PodcastsRoger WhitneyNovember 23, 2022listener questions, annuity basics, annuities, social security, medicare, backdoor Roth

#412 - What Is a Retirement Plan of Record?

You have probably heard me refer to a retirement plan of record in the past few episodes, but you may be wondering what exactly this is. I have had several listeners reach out and ask me to define this term, so in addition to hearing listener questions, today you’ll learn exactly what a retirement plan of record is and how it can help you plan your retirement. Press play to check it out.

#345 - How Does Medicare Work? Making Your Medicare Decision

SThe retirement decisions that you make today will impact you for years to come. This can be a scary thought since we don’t know what the future holds. The Medicare decisions that you make now can affect your future self so you don’t want to take these decisions lightly.

PodcastsRoger WhitneySeptember 30, 2020medicare, Danielle K. Roberts, Boomer Benefits

#344 - How Does Medicare Work? Common Medicare Mistakes

Danielle Roberts from Boomer Benefits joins The Retirement Answer Man Show again to help us understand the nuances of the Medicare system. She has a new book coming out soon called 10 Costly Medicare Mistakes that you won’t want to miss. In this episode, you’ll learn from Medicare horror stories, the biggest mistakes you can make with Medicare, and why you need to check your plan every year. Make sure to sign up for 6 Shot Saturday to get free resources by Danielle Roberts, our Medicare expert!

PodcastsRoger WhitneySeptember 23, 2020medicare, Danielle K. Roberts, Boomer Benefits, medicare part d

#343 - How Does Medicare Work? Medigap and Medicare Advantage

Over the past few weeks, we have talked about the different pieces that make up our Medicare system. Medicare is a fairly complex system with a lot of nuances to be aware of. One of the things you may have noticed is that there are some gaps in Medicare coverage. Today Danielle Roberts from Boomer Benefits is back to help us understand these gaps and what we can do to fill them.

PodcastsRoger WhitneySeptember 17, 2020medigap, medicare, Danielle K. Roberts, Boomer Benefits

#342 - How Does Medicare Work? Part D and What Medicare Doesn’t Cover

Medicare Part D has similarities and differences to Parts A and B. On this episode of our How Does Medicare Work? series, we’ll explore Part D. We’ll also discuss what Medicare doesn’t cover. How much do you know about Medicare and how it works? Are you trying to figure out how this new type of insurance will be different from what you are used to? Make sure to listen to the whole series to help you understand the changes that enrolling in Medicare will bring to your life.

#341 - How Does Medicare Work? - Part A and Part B with Danielle K. Roberts

I cannot believe that this is our first time doing a monthlong series on Medicare! Thankfully, this is a five-week month, so we can really dive deep into this complex topic. Let me lay out the month for you. This week we’re talking about Medicare Part A and B. During the next episode we’ll discuss part D and all the things that Medicare doesn’t cover. Following that episode, we’ll discuss Medigap and Medicare Advantage as well as mistakes we can make with Medicare. Finally, we will dive in deep to help build a framework that we can use to best serve ourselves when it comes to Medicare. Are you ready to start your Medicare learning journey? Press play to start your Medicare education now.

PodcastsRoger WhitneySeptember 2, 2020medicare, Medicare Part A and B, Danielle K. Roberts, HELOC, Boomer Benefits

#330 - Oh, Behave! Behavioral Finance and Retirement: Retirement Planning

We all have cognitive biases that we have to account for when retirement planning. Although we can never shed ourselves of these biases we can manage them. In this episode of Retirement Answer Man, we continue to explore behavioral finance and how it affects retirement planning. Our minds like to play tricks on us and prevent us from making rational decisions. Listen to this episode to learn how to be aware of those tricks and overcome them so that you can rock retirement.

PodcastsRoger WhitneyJune 17, 2020behavioral finance, medicare, bias

#329 - Oh, Behave! Behavioral Finance and Retirement: Life Planning

Life planning is one of the hardest things about retirement. Deciding when to retire can be challenging and is a decision based on more than just money. There are various types of mind tricks that we play on ourselves to talk ourselves out of making life big changes. In this episode of Retirement Answer Man, we continue the behavioral finance series by taking an in-depth look at rational decision making. Come join me to learn how you can make more rational decisions so that you can rock retirement.

PodcastsRoger WhitneyJune 10, 2020behavioral finance, medicare, emergency fund

#214 - Healthcare Before Medicare: Part-time Work With Benefits

Learn more about which companies are the best for part-timers to receive healthcare benefits as well as whether COBRA may be a good option for your healthcare coverage needs. Listen in to gain more knowledge about how to maneuver our complex medical insurance system.

PodcastsAaron GreenMarch 28, 2018pretirement, insurance, medicare, COBRA

#213 - Healthcare Before Medicare: Getting Creative

If you are thinking of retiring before retirement age or simply interested in insurance alternatives you will want to see if this is a good option for you. Listen to this episode as we explore all the options on how to get healthcare before Medicare.

PodcastsAaron GreenMarch 21, 2018medishare, insurance, medicare

#211 - Healthcare Before Medicare: My Wife Quit Her Job!

If you are one of the 67% of Americans that retire before the age of 66, or even if you are part of the 100% of Americans that are confused about the insurance system then you will want to listen to this episode and the whole series to come about insurance before Medicare.

PodcastsAaron GreenMarch 7, 2018medicare, healthcare, insurance, ACA

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