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The Physician's Guide To Financial Wellness

Jul 5, 2021

Healthcare is a key financial planning item in retirement and one of the many areas that changes dramatically compared to your working years. Specifically, there are two key healthcare planning windows to consider in retirement: 1) prior to Medicare eligibility at age 65 (assuming you retire before then), and 2) from 65-onward once you become eligible for Medicare. In this episode, we discuss these two windows and share practical tips and strategies for things to consider and how to go about making the important decisions that have to be made in each phase. By being smart with how you approach healthcare planning in retirement, you can make sure you have the right coverage for your situation while not paying more than what’s necessary for it.

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