Podcast Retirement

Selecting the Best Medicare Plan for You

The open enrollment period for Medicare began on October 15th and runs through December 7th – Pearl Harbor Day. Why is this important? Well, unbeknownst to most Medicare recipients, you can switch your Medicare Advantage or Medicare Supplement plan to ensure you have the optimal plan for you. Most folks on Medicare just stay on […]

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Retirement

New Retirement Planning

Retirement planning usually revolves around how much do you have saved or how you are invested. Discussions incorporate Social Security, long term care, health care costs, and investments. Rarely, the conversation focuses on how to shape your retirement years: how will you spend your time; how will you contribute to society; what social networks will […]

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Retirement

SECURE Act and AARP’s hidden agenda

For this week’s podcast, we look at the SECURE Act that Congress is working to pass. I hate it. Take a listen to see why, and why I think you need to call your elected representative. Yes, it is that bad. I finish by discussing how AARP isn’t really the champion for the senior citizen […]

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Ethics Podcast Retirement

Top States for Retirement

In this episode of the Saving Yourself from Wall Street podcast, we look at a Bankrate.com study of the best (and worst) states for retirees. Also, we do a follow up to how Wall Street is compensated. I break down how much your commissioned planner is paid to sell products. Here is a link to […]

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