EPISODE · Feb 25, 2025 · 25 MIN
The Best of Refining Retirement Podcast - Minimizing Expenses
from The Best of Refining Retirement · host Brad Ford
Dana and Brad discuss insurance expenses in retirement as well as ways a retirement planner can help you.Takeaways: If you want to retire early, building a retirement plan can potentially help you save on insurance costs until you can get on Medicare.A retirement planner can help you optimize your Social Security, Taxes, and so much more. Download our FREE helpful resource, “The Value of an Objective Opinion” Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.
What this episode covers
Dana and Brad discuss insurance expenses in retirement as well as ways a retirement planner can help you.Takeaways: If you want to retire early, building a retirement plan can potentially help you save on insurance costs until you can get on Medicare.A retirement planner can help you optimize your Social Security, Taxes, and so much more. Download our FREE helpful resource, “The Value of an Objective Opinion” Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.
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The Best of Refining Retirement Podcast - Minimizing Expenses
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