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Strategic Planning for Retiree Healthcare

Phil’s Tax Hacks · December 7, 2023

 

Today’s Hack

In today’s episode, we’re focusing on a critical aspect of retirement planning: healthcare costs. How well-prepared are you to handle medical expenses after you retire? Join Phil and Marc as they discuss the common pitfalls pre-retirees face when it comes to healthcare preparedness and offer insights into how to navigate the evolving landscape of healthcare options.

This chat will cover everything from Medicare complexities to strategies for managing unexpected health-related expenses. Tune in as we break down the essentials of healthcare financial planning for retirees.

Here’s some of what we discuss in this episode:

  • Gaps in planning [1:44]
  • Prescriptions [4:51]
  • Long-term care services [6:59]
  • What Medicare covers [9:41]
  • Long-term care insurance + alternatives [12:34]
  • Accounting for healthcare costs [17:31]

Check out our prior episode on HSAs here!

If you have any questions about what we discussed in this episode, reach out and we’ll be happy to set up a time to talk.

 

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