Podcast Episode 20 – Rob Klein discusses Medicare with me

In this episode I take some of the questions I receive from Quora.com and answer them

Question 1 – How should I decide whether a risky investment (large upside and downside) should be made in a Roth account or a taxable account?

Question 2 – If you are starting a new job, are there any reasons you would not rollover your old employer’s 401k to the new one?

Question 3 – How are financial planners usually paid?

Question 4 – Who is liable for the taxes of a deceased individual if the estate doesn’t have the funds?

Question 5 – What is a good age to raise the contribution percentage of a 401k?

Question 6 – Can you collect social security if you run an all cash business?

Question 7 – Is “Buy term and invest the rest” dead?

Question 8 – What’s the most underrated financial planning advice, which is highly effective?

Question 9 – Why do banks give you so much less return than you get with index funds?

Question 10 – What was your top learning from 2008 -2009?

And a few more.

Medicare is a HUGE financial planning topic. But look around at the CFPs that are out there. How many are writing or even discussing Medicare? The answer is very few, which is quite unfortunate.

So, today it is my pleasure to bring on a true professional in all things health care, longevity planning and Medicare, Rob Klein.

Rob’s been focusing on Medicare and longevity planning for over 10 years. He’s just a wealth of information that you NEED to hear.

There is simply no escape from the rules of Medicare, like it or not. You need to understand how you will be affected now, and certainly when you retire.

Don’t get caught off guard with higher fees, premiums, taxes etc.

Rob shares with us some strategies on how to deal with the alphabet soup that is Medicare. Ignorance is not bliss. Empower yourself with the education that Rob provides on this podcast.

Rob can be contacted here: 888-383-2724

Song of they day – Aaron Lewis Massachusetts


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