Proactive Tax Strategies

Proactive Tax Strategies


Building Your Retirement Medical Care Income (Ep. 8)

April 11, 2023

Don’t let medical expenses eat away at your retirement savings! Aging brings several challenges, including financial ones. But, what if you could prepare for the medical side of retirement planning?


In this episode, Ken New focuses on the medical side of retirement planning. He explores different medical issues that could arise and strategies to build financial protection for future medical expenses without spending the entirety of your retirement income. 


Ken discusses: 


  • How to start the conversation of medical care during retirement
  • Three examples of using the Cares Act and the Secure Act for a desired retirement outcome
  • The two main paths your money can take during retirement
  • Why preparing for medical care is crucial instead of relying on family
  • …and so much more!

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