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057: How HSAs and Healthcare Are Vital Components of a Retirement Plan with Scott Hokanson
Manage episode 422131758 series 3001511
Το περιεχόμενο παρέχεται από το Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Health insurance, Medicare, and long-term care are deeply intertwined with your taxes and legacy plan. If you’ve done well and saved money for retirement by making sound financial decisions in your working years, we want to help you preserve those assets so you can enjoy your retirement without worrying about healthcare expenses.
To help our clients untangle this complex relationship, we’re joined by Scott Hokanson, the founder and President of Brabo Insurance. We’re thrilled to have Scott back on the podcast today to discuss the challenges so many retirees face when budgeting for healthcare.
In our conversation, Scott explains why healthcare is critical to a successful retirement plan, two choices you can make when signing up for Medicare (and the advantages of each one), and how to create a strategy to get ahead of your premiums.
In this podcast interview, you’ll learn:
- Why so many retirees struggle to get access to care.
- How medical care in retirement compares to employer-provided insurance.
- Why HSAs are an amazing investment vehicle.
- When to choose a Medicare Advantage plan.
- Why insurance has dramatically improved in the United States over the last 20 years.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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