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Healthcare Costs during Retirement

October 30, 2008
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With retirees needing upwards of $500,000 for healthcare costs—depending on how close to their golden years they are—advisors need to know how to help their clients prepare for, and manage, these ever-growing expenses.

In this illuminating podcast, speakers will contemplate:

  • How to plan for expenses outside of Medicare
  • The value of Health Savings Accounts
  • Individual's increasing responsibility for self-funding healthcare costs
  • What role, if any a planner can play in keeping clients healthy

Hear Barbara Weltman, a leading authority on tax, law and finance for small business, and Steve Vernon, president of Rest-of-Life Communications, offer their take on this timely and important topic.

Speakers:
Barbara Weltman
Steve Vernon

Moderator:
Jim Grote

Listen online now or download to listen at your convenience.