006: We’re Living Longer… What You Need to Know!
May 6, 2018 ·
54m 2s
Today we discuss what you need to know now that we are living longer and what this means when planning for the future. Financial consultant, Cheri Blair, and Insurance agent,...
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Today we discuss what you need to know now that we are living longer and what this means when planning for the future. Financial consultant, Cheri Blair, and Insurance agent, Roshanak Clune, join the show today to share important advice about financial literacy, retirement, Medicare, and making money last. We Discuss: Making financial literacy the norm for everyone rather than the exception Questions from the 2017 Retirement Income Literacy Gender Differences Quiz The 4% rule and how it can be used to keep income flowing through retirement Smarter ways to set up your investments and portfolio How retirement can be a loss experience for some people Different options for making your money grow Purchasing long-term care and what happens if you don’t use it Why we need long-term care insurance and why more people don’t have it The scoop on Medicare insurance and when it starts What you need to know to avoid paying penalties for the rest of your life The different parts of Medicare and what they each cover How an individual can qualify for Medicare through their spouse The open enrollment period for Medicare and when it can be done Supplemental insurance versus Advantage insurance plans For the full show notes visit: www.ChangeItUpRadio.com
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