#105 - Q&A edition... having mortgages in retirement, understanding Medicare coinsurance, when to consider long term care insurance and MORE!

Retirement Planning Education, with Andy Panko

Andy Panko

Social Security, Taxes, Ira, Investing, Education, 401k, Retirement Planning, Roth Conversion, Tax Planning, Annuities, Roth Ira, Financial Planning, Pension

4.9 • 1.1K Ratings

🗓️ 27 June 2024

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

Listener Q&A where Andy talks about: Whether or not it's okay to have a mortgage or rent in retirement ( 1:56 )Medicare Part B coinsurance of 20% and whether Medigap/Supplemental policies are worth it ( 8:50 )How much money is TOO MUCH money to have in a Health Savings Account ( 13:50 )If I've changed any of my views or processes around retirement planning as a result having chatted with multiple "real people" and other retirement planners in this podcast ( 24:57 )How advisors can h...

Transcript

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0:00.0	Let's have another Q&A where I'll be talking about rules of thumb around having a mortgage
0:04.1	in retirement.
0:05.2	Some things Medicare doesn't cover.
0:07.3	How much money in a health savings account is too much?
0:10.1	How to decide whether or not you should consider long-term care insurance and more in this,
0:14.0	the 105th episode of the Retirement Planning Education Podcast.
0:21.4	Welcome to the Retirement Planning education podcast, where you can learn all about IRAs and
0:26.5	Roth IRAs, employer retirement plans, taxes, social security, Medicare, portfolio withdrawal strategies,
0:33.3	annuities, estate planning, and much more. And now here's your host, Andy Panko. Hello again,
0:39.4	everybody. It is Q&A time. Cha-cha-cha. So here we have it, another Q&A show. Before we start,
0:49.0	though, I want to let you know that my wife complains I don't buy her flowers. To be honest,
0:53.5	though, I don't even know she sold flowers.
0:56.3	Boodm-Tah, get it?
0:58.0	Hold on, I got one more for you.
0:59.8	Speaking of wife, my wife gave birth in our car on the way to the hospital.
1:03.4	I named him Carson.
1:05.6	Carson.
1:06.7	Carson.
1:07.1	I don't want to end on that.
1:08.2	That one wasn't that good.
1:09.5	Last one. Today I had someone knock on my door asking for small donations toward the local swimming pool. So I gave him a glass of water. Ha ha ha ha. Get it? Yeah. Okay. All right. Let's get to it. So today's another Q&A episode. As always, thank you for those of you sent in questions. For those who would like me to answer a question in a future
1:28.4	episode, you can email me at Andy at Andypanco.com, and I will be sure to try to get to your question
	...

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