Tag: Medicare
Retirement Milestones: Key Birthdays That Shape Your Financial Future (Ep. 13)

Retirement Milestones: Key Birthdays That Shape Your Financial Future (Ep. 13)

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We all age, but some birthdays mean more than just another candle on the cake—they’re critical for retirement planning.

This week, Tim Whisler dives into the crucial ages that play a pivotal role in retirement planning, from critical decisions starting at age 50 to the implications of reaching 70 ½ and beyond. 

You’ll learn how these age milestones can influence your financial strategies, including the importance of catch-up contributions, understanding Social Security benefits, and managing required minimum distributions (RMDs). 

Tim discusses:

  • The significance of turning 50 and utilizing catch-up contributions
  • Accessing retirement funds penalty-free at age 59 ½ through in-service distributions
  • Social Security strategies starting at age 62 and the impact of earnings on benefits
  • The importance of 65 for Medicare and guidelines for required minimum distributions starting at age 73
  • And more!

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Investment advisory and financial planning services are offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Advisor. Insurance, Consulting, and Education services are offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.

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31. What’s Covered And What’s Not With Medicare

31. What’s Covered And What’s Not With Medicare

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Medicare can seem like a foreign language to those who don’t look into it on a regular basis.

In this episode, Tim Whisler discusses what you need to know about Medicare when planning for retirement. He reveals the different parts of Medicare plans, the role of each and the coverage they provide. Tim discusses the importance of understanding what your expenses are and how much items such as your prescriptions will cost after Medicare coverage.

Tim discusses:

  • What Medicare is and what it covers
  • The different pieces of your Medicare plan
  • The importance of understanding your costs when choosing a plan
  • And more

Connect with Tim: 

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Sub advisory services are provided by Advisory Alpha, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through The Whisler Agency. The Whisler Agency is a separate and unaffiliated entity from Simplicity Wealth, LLC, and Advisory Alpha, LLC.

 

 

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