In this episode, Gregory covers Investment strategies and diversification, Medicare, Tax implications of Social Security benefits, and Strategies for managing healthcare costs and choosing the right plan.
Joined by Brandon Blanchard Wealth Advisor at Gregory Ricks & Associates. Brandon works alongside Gregory Ricks and specializes in helping clients navigate Medicare decisions, offering personalized guidance on healthcare coverage options during retirement.
Medicare
- Medicare enrollment options at age 65
- Differences between Medicare Advantage and Medicare Supplement plans
- Earnings limits and considerations when claiming Medicare
- Importance of understanding healthcare coverage before retirement
- Strategies for managing healthcare costs and choosing the right plan
Social Security
- Explained rules for claiming benefits before and at full retirement age
- Discussed potential benefit reductions and earnings limits
- Provided tax implications for Social Security benefits
Financial Planning
- Shared insights on investment strategies
- Discussed the value of working with financial advisors
- Highlighted importance of diversification and uncorrelated assets
