Retirement Answer Man

Have you heard of IRMAA? IRMAA can be an unwelcome surprise if you aren’t expecting her.  On this episode of Retirement Answer Man, you’ll hear what to expect from IRMAA and your Medicare costs. OUTLINE OF THIS EPISODE OF THE RETIREMENT...

Show Notes

Have you heard of IRMAA? IRMAA can be an unwelcome surprise if you aren’t expecting her. 
On this episode of Retirement Answer Man, you’ll hear what to expect from IRMAA and your Medicare costs. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT 
  • [2:14] Recent feedback
  • [6:57] What IRMAA surcharges are
IN THE NEWS 
  • [14:55] Structured protection ETF
  • [25:06] What the details show
LISTENER QUESTIONS 
  • [30:23] Should we keep our life insurance policy?
  • [34:42] Will the lack of a bachelor's degree hurt a retirement planning practice?
  • [36:02] Where to get the materials for the Certified Retirement Counselor curriculum
ROCK LIFE 
  • [37:51] Cultivating a growth mindset through curiosity
  • [40:58] How to cultivate curiosity
TODAY’S SMART SPRINT SEGMENT 
  • [50:55] Practice asking a dumb question
Resources Mentioned In This Episode
International Foundation for Retirement Education
Form SSA-44
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement  by Roger Whitney
Roger’s Retirement Learning Center
 

What is Retirement Answer Man?

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com