Download The Game of the Decade eBook

Retirement isn't just about the money, it's also about managing the health challenges that come with aging. And if you’re not prepared, healthcare costs can sneak up and derail your financial plans. So the real question is: do you have a strategy for healthcare in retirement?

In this episode of Make It Personal, Mark Zagurski walks you through Play #6: Planning for Healthcare in Retirement, a crucial move in the “Game of the Decade” series. From understanding Medicare basics to preparing for long-term care, this episode unpacks how to build a solid defense against rising healthcare costs in your golden years. You'll also get a lighthearted intro to IRMAA, the Medicare premium penalty you probably didn’t see coming.

Whether you’re 5 or 10 years out from retirement, this episode will help you ask the right questions and begin shaping a personalized plan that protects both your health and your wealth.

What you'll learn in this episode:

The difference between Medicare Part A, B, Supplement (Medigap), and Advantage plans

Why IRMAA can increase your Medicare premiums, and how to plan ahead

How long-term care insurance fits into a retirement healthcare strategy

The pros and cons of hybrid vs. standalone long-term care policies

Why starting early gives you more affordable, flexible options

“If you want your plan to be personal, it has to be tailored to you.” - Mark Zagurski

Ready to take control of your healthcare future? Download our free eBook and schedule a no-obligation conversation with an advisor at makeitpersonalpodcast.com. Don’t forget to subscribe, share, and revisit Episode 28 for more on long-term care planning.

Connect with Mutual of Omaha Advisors through the following links:

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Investing involves risk, including loss of principal.

This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.