Ep 97: Interview with Retirement Researcher Dr. Michael Finke – Part 1

Listen to Kevin and Michael chat about a wide range of key retirement issues, the research behind them, as well as current topics: Life expectancy differences for average vs. wealthy people, what makes a retiree happy, why Social Security is such a good deal, how inflation impacts retirees differently than workers, why the current market environment contains much bad news for retirees, and much more.  Continue reading

Ep 96: Rules Gone Awry – Retirement Healthcare Is Exorbitant

In this episode, Kevin turns the tables on a handful of common misconceptions about health care costs in retirement. Find out the truth about what health coverage and long-term care actually might cost and how you can factor them into your overall retirement plan. Continue reading

How Early Retirees Can Get A BIG Health Insurance Tax Credit

Many early retirees find they must utilize Affordable Care Act (ACA or Obamacare) policies to bridge the gap from employer-provided health insurance to Medicare at age 65. ACA policies are expensive but even affluent families may be able to obtain … Continue reading

How to Get A $16,168 Tax Credit On Obamacare Even If You Are Affluent

Many early retirees find they must utilize Affordable Care Act (ACA or Obamacare) policies to bridge the gap from employer-provided health insurance to Medicare at age 65. ACA policies are expensive but even affluent families may be able to obtain significant tax credits to offset premiums. Continue reading

Ep 59: Retiree Health Insurance Part 2: Pre-Medicare

Listen to learn about your health insurance options from the time you retire to before you can begin Medicare at age 65. Should you take COBRA? What types of plans are available for Affordable Care Act (ACA or Obamacare) plans, and how much do they cost? How do ACA tax credits work, and how valuable are they? Continue reading