Retirement Planning Education, with Andy Panko
#105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE!
Jun 27, 2024
Andy Panko
Listener Q&A where Andy talks about:
- Whether or not it's okay to have a mortgage or rent in retirement ( 1:56 )
- Medicare Part B coinsurance of 20% and whether Medigap/Supplemental policies are worth it ( 8:50 )
- How much money is TOO MUCH money to have in a Health Savings Account ( 13:50 )
- If I've changed any of my views or processes around retirement planning as a result having chatted with multiple "real people" and other retirement planners in this podcast ( 24:57 )
- How advisors can help improve the perception of the industry and how consumers can help try to better vet their potential advisor ( 28:58 )
- How much net worth is enough to consider not having long term care insurance or life insurance ( 43:52 )
Links in this episode:
- FINRA's BrokerCheck - here