The Early Years of Retirement: Navigating Healthcare, Finances, and Tax Strategies

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

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6M ago 31:25

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On this episode, we dive into real-life scenarios to gain insight into crafting a successful and early retirement plan. Hear Tyler Emrick, CFA®, CFP®, dissect a client's journey of retiring in their late 50s. Exploring the intricacies of their tax-smart distribution plan to fund their retirement lifestyle and obtained significant tax credits to offset their pre-Medicare healthcare costs.

Here’s some of what we discuss in this episode:

Background on a real-life scenario with a family we met a few years ago.
What we learned about the challenges to their retirement, including healthcare.
The different healthcare decisions to choose from and the costs most aren’t prepared for.
Places you can trip up with healthcare.
How we approach the distribution planning.

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