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

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.

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Sources

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

Healthsherpa.com

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

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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 comments@moneyalchemistshow.com

___________________

Editor:

Trevor Gargano (The Digital QB)

Email: Trevor@trevorgargano.com

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

Website: TheDigitalQuarterback.com

____________________________

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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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