My Experience With Medicare Advantage
----------------------------------------- A viewer sent me this email in regards to his own experience with Medicare Advantage plans. I am not endorsing these plans or not endorsing. I’m completely agnostic. However, for those of you who were thinking MA plans are...
I Get Paid For This???
Be Like Jimmy! One of the benefits of my line of work is that I see, with my own very eyes, what works and what doesn't when it comes to retirement planning. I've been doing this since 1998 and I've worked with THOUSANDS of people over the course of my career. It...
Just Reporting Back Regarding My Retirement
(A client sends this in and with his permission I am sharing it here) I feel so free! It's like my life is now my own! I am so grateful to you for the two zoom meetings regarding my retirement finances as well as your videos on youtube that I watch...
Prepare to Live to 120 Says Ric Edelman. Really???
Ric Edelman is one of the good guys in financial planning/investment management. He comes across a bit arrogant in some regards, but that doesn't bother me so much given what he has done for average Americans in their financial planning. However, Ric has drank the...
Refinancing a Reverse Mortgage to Increase Emergency Funds
(From an email I received, published with permission) Two years ago, you tweaked my interest in Reverse Mortgages. I carried a conventional mortgage into retirement with a $175,000 balance. I could make retirement work, but I didn’t like the (lack of) robustness of...