Back by popular demand for a THIRD time, Marshal Scheidt!

On this episode of Roadmap to Retirement, I am joined by Marshal for another Q&A. We will be answering questions from the last ten or so episodes that you, the listeners, asked.

Key topics include, prioritizing different types of insurance, understanding the benefits of high deductible health plans and Health Savings Accounts (HSAs), choosing between paying off debt versus saving, and the importance of Medicare enrollment. We also address end-of-year financial planning, such as tax loss harvesting and Roth conversions, as well as  investment strategies and political influences on portfolios. The episode emphasizes a blend of strategic financial decisions and tailored advice to individual situations.

As always, tune in next week for another episode, thanks for listening.