Medicare can be confusing, there are a lot of details and information to understand. As part of the 5 key areas that make up the retirement and legacy blueprint, it is important that you are guided correctly in making sure that this is covered.
Information about Medicare is all over the net and is hard to know which one is right for you. In this episode, I will discuss the details of Medicare to help you better understand. You can use the tools that I will share to ensure that you get a sound plan and decision making.
In this episode, you'll learn...
- Chris’ positive focus for the week
- How medicare can have an effect in your retirement?
- Where does Medicare fit in the overall retirement plan
- Income tax planning
- How to structure income and retirement?
- Investment planning that you are comfortable with
- Death of the 60/40 portfolio idea
- Risks to take into account in tax planning
- How to manage taxes this year and on your retirement?
- Castle Trust that builds your protection
- Filling the gaps that Medicare part A and B cover
- What is the Medicare advantage route?
- Social Security as a source of income
- Medicare supplement that can close the gap
- 5 Key Areas that make up the retirement and legacy blueprint
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- contact@castlewealthgroup.com
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- castlewealthlegal.com
- RetirementPlanWebinar.com
- AlzElderCare.com
- castlewealthgroup.com
- TheChrisBerryShow.com
- Michiganestateplanning.com
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