🎙️💰 You Saved Enough to Retire. So Why Can't You?
A business owner may be financially ready to retire, but what happens when their spouse is a decade younger and still needs health insurance?
In this episode, I'm joined by Andy Panko of Tenon Financial to discuss the costly and often complicated road to Medicare. We explore how employer-sponsored health insurance can mask the true cost of coverage, the challenges of retiring before 65, and the decisions retirees face when choosing between Medicare Advantage and traditional Medicare.
We also dive into Social Security's earnings test, the uncertainty surrounding Roth conversion projections…
The skinny
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