In this episode, Melissa Joy, CFP®, and Joanne Giardini- Russell, founder of Giardini Medicare will discuss planning strategies that help to meet the needs of aging retirees. While many costs go down in retirement, health care continues to creep up occupying substantial financial resources as well as time. Learn about all things Medicare and how …
Retirement Planning
Episode 11: All about Medicare issues during COVID-19
Today’s episode is all about Medicare issues during COVID-19. Melissa Joy is joined by Medicare expert Cameron Giardini from Giardini Medicare. We cover: How to enroll in Medicare while offices may be closed. It turns out it depends on the rules of your local office. Decisions that should be made if you’re Medicare-eligible and suddenly …
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Episode 9: What should I do with my 401k?
This week we’re talking about what to do with your 401(K) in these times of COVID-19 and economic uncertainty. What are my options with my retirement plan if I recently lost my job? What if your job is intact? Consider accelerating contributions or doing more. What if you might need money from your retirement account? …
Episode 8: Retirement Investing in Bear Markets with Ashby Daniels
This week we’re talking about what to do with your 401(K) in these times of COVID-19 and economic uncertainty. What are my options with my retirement plan if I recently lost my job? What if your job is intact? Consider accelerating contributions or doing more. What if you might need money from your retirement account? …
Episode 8: Retirement Investing in Bear Markets with Ashby DanielsRead More