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

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Manage episode 518281161 series 3659536
Content provided by Ben Jones & Brent Gargano, Ben Jones, and Brent Gargano. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Jones & Brent Gargano, Ben Jones, and Brent Gargano or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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.

___

Sources

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

Healthsherpa.com

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

_____

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 [email protected]

___________________

Editor:

Trevor Gargano (The Digital QB)

Email: [email protected]

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

Website: TheDigitalQuarterback.com

____________________________

Follow our socials to support the podcast; see extra clips and announcements!

Instagram: https://www.instagram.com/moneyalchemistpod/

X: https://twitter.com/moneyalchpod

Facebook: https://www.facebook.com/profile.php?id=61556458987483

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.

  continue reading

42 episodes

Artwork
iconShare
 
Manage episode 518281161 series 3659536
Content provided by Ben Jones & Brent Gargano, Ben Jones, and Brent Gargano. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ben Jones & Brent Gargano, Ben Jones, and Brent Gargano or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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.

___

Sources

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

Healthsherpa.com

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

_____

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 [email protected]

___________________

Editor:

Trevor Gargano (The Digital QB)

Email: [email protected]

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

Website: TheDigitalQuarterback.com

____________________________

Follow our socials to support the podcast; see extra clips and announcements!

Instagram: https://www.instagram.com/moneyalchemistpod/

X: https://twitter.com/moneyalchpod

Facebook: https://www.facebook.com/profile.php?id=61556458987483

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.

  continue reading

42 episodes

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