Listener Questions Answered: Reverse Mortgages, Healthcare Before Medicare, and More!
In this episode, we tackle a diverse range of listener questions from reverse mortgages, annuities, Roth conversions, healthcare before the Medicare age, and a lot more. Tune in as we discuss: Al's Question: Recommendations for reverse...
In this episode, we tackle a diverse range of listener questions from reverse mortgages, annuities, Roth conversions, healthcare before the Medicare age, and a lot more.
Tune in as we discuss:
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Al's Question: Recommendations for reverse mortgages and the conditions under which they can be beneficial.
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Paul's Inquiry: Using deferred annuities, specifically laddering Fixed Income Annuities with no fees, as alternatives to bonds to generate "safe" money in retirement.
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Pete's Scenario: The implications of converting a large amount to a Roth IRA and using it to cover all retirement needs.
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Sid's Concern: Strategies for obtaining affordable healthcare before Medicare eligibility for himself and his younger wife.
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Susan's Request: Fun and humanitarian investment options for extra funds in retirement.
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Mark's Situation: Possibilities for reasonable healthcare coverage if retiring at 62, with a focus on income-based options.
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Hayle's Curiosity: A personal question about our host's marital status.
If you’re thinking, "I love the Big Picture Retirement podcast!” please consider rating and reviewing this show! This helps us support more people, just like you, move toward a confident retirement.
Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then be sure to let us know what you loved most about the episode! Also, if you haven’t done so already, follow the podcast. We add new content every week, and if you’re not following, you’ll likely miss out. Follow now!
Don’t miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary.
https://www.carrolladvisory.com/pl/2148282517
Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.
”Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.
Contact Devin’s team athttps://www.carrolladvisory.com/
Contact John’s team athttps://www.rossandshoalmire.com/
Want to ask a question? You can find us in our Facebook group. https://www.facebook.com/groups/bigpictureretirement
If you’re thinking "I love the Big Picture Retirement podcast!” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then be sure to let us know what you loved most about the episode!
Also, if you haven’t done so already, follow the podcast. We’re adding new content every week, and if you’re not following, there’s a good chance you’ll miss out. Follow now!
Don’t miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517
Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.”
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.
Contact Devin’s team at https://www.carrolladvisory.com/
Contact John’s team at https://www.rossandshoalmire.com/
Want to ask a question? You can find us in our Facebook group. https://www.facebook.com/groups/bigpictureretirement
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