401(k) Options, Early Retirement Coverage & Summer Travel Ideas | Episode 20 episode artwork

EPISODE · May 27, 2026 · 1H 10M

401(k) Options, Early Retirement Coverage & Summer Travel Ideas | Episode 20

from Insurance, Investments & All About Town · host ECS Capital Investments

In this episode, Eric Sporing and Tara Lavelle discuss important financial and healthcare decisions that often come with major life transitions—plus some inspiration for your next getaway.Eric breaks down the options available for your 401(k) when leaving an employer, including rollovers, tax considerations, and common mistakes to avoid when making retirement planning decisions.Tara discusses early retirement and how individuals can bridge the gap to Medicare eligibility, covering healthcare coverage options, planning considerations, and ways to avoid unexpected costs before Medicare begins.Special guest Casey Kiler with Blue Springs Travel joins the conversation to share summer travel ideas, destination inspiration, and tips for planning memorable vacations and stress-free getaways.A conversation focused on retirement transitions, healthcare planning, and making the most of life along the way.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, a registered investment advisor. Mariner Independent Advisor Network and ECS Capital Investments, Inc are separate entities from LPL Financial.

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401(k) Options, Early Retirement Coverage & Summer Travel Ideas | Episode 20

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