Listen

Description

Start your journey with our financial resources: https://bit.ly/4qd2awA 
Meet with Us: https://bit.ly/3Wae8cy
 
Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 

The Early Retiree's Guide to ACA Subsidies
https://youtu.be/7kABojJY5fg?si=cgy6uGw88sQwjjgQ 

What's an HSA and How Should You Fund It?
https://youtu.be/KN5tIHSo3sY?si=NU4X8jsTaFM5Gw3R 

Retiring Early? Plan Your Health Insurance Before 65
https://youtu.be/TWbLX8Y5sJ8?si=0qT8czrzWVRwdkwc 

Tax Reduction Strategies: https://bit.ly/42K4P6W   

Retirement Checklist: https://bit.ly/4odVEni  

Sources:
•    Fidelity Retiree Health Care Cost Estimate: https://soundmindinvesting.com/articles/retiree-health-care-costs-keep-rising-according-to-fidelity-study#:~:text=The%20company%20says%20a%2065,up%20from%20%24330%2C000%20last%20year.  
•    https://newsroom.fidelity.com/pressreleases/fidelity-investments--releases-2025-retiree-health-care-cost-estimate--a-timely-reminder-for-all-gen/s/3c62e988-12e2-4dc8-afb4-f44b06c6d52e#_edn1#_ednref3
•    Genworth Cost of Care Survey: https://www.genworth.com/aging-and-you/finances/cost-of-care.html 
•    IRS Rules & Contribution Limits for HSAs: https://www.irs.gov/publications/p969 
•    Kaiser Family Foundation (KFF) on Health Costs: https://www.kff.org/health-costs/ 
__________________________________________
Investment advisory services offered through Modern Wealth Management, LLC, a investment adviser registered.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.