Episode 1328: The Weekly Wrap 03.22.25

24/03/2025 2h 19min Temporada 1 Episodio 1328
Episode 1328: The Weekly Wrap 03.22.25

Listen "Episode 1328: The Weekly Wrap 03.22.25"

Episode Synopsis


In this episode, Gregory covers Investment strategies and diversification, Medicare, Tax implications of Social Security benefits, and Strategies for managing healthcare costs and choosing the right plan.Joined by Brandon Blanchard Wealth Advisor at Gregory Ricks & Associates. Brandon works alongside Gregory Ricks and specializes in helping clients navigate Medicare decisions, offering personalized guidance on healthcare coverage options during retirement.Medicare
Medicare enrollment options at age 65
Differences between Medicare Advantage and Medicare Supplement plans
Earnings limits and considerations when claiming Medicare 
Importance of understanding healthcare coverage before retirement
Strategies for managing healthcare costs and choosing the right plan
Social Security 
Explained rules for claiming benefits before and at full retirement age
Discussed potential benefit reductions and earnings limits
Provided tax implications for Social Security benefits
Financial Planning
Shared insights on investment strategies
Discussed the value of working with financial advisors
Highlighted importance of diversification and uncorrelated assets