Seeking Retirement

Medicare

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The Medicare tax trap costing clients thousands

A well-intentioned tax move can push retirees over a Medicare income threshold, leading to thousands in unexpected annual premiums. Here's how advisors avoid these costs.

financial-planning.com Mar 20 2026

Healthcare Before Medicare: Retiree Feedback

Roger Whitney dives into practical strategies for navigating health care before Medicare, sharing insights from retirees, survey results, and listener questions. Together they explore real-world solut...

share.transistor.fm Mar 11 2026

Healthcare Before Medicare: Creating Your Own Action Plan

Roger Whitney wraps up the four-part series on navigating health care before Medicare by introducing a practical decision-making framework using the OODA Loop—observe, orient, decide, act—to help you ...

share.transistor.fm Feb 25 2026

One way the “big beautiful bill” does touch Medicare

The White House has insisted that the “one big beautiful bill” does not touch Medicare benefits. And it’s true that no standard Medicare benefits are reduced or eliminated under the One Big Beautiful ...

retirementrevised.com Jan 15 2026

ACA Health Plan Premiums When One Spouse Starts Medicare

The ACA health plan premiums may decrease, stay the same, or even increase when one spouse starts Medicare. Here's why. Learn the Nuts and Bolts I put everything I use to manage my money in a book. My...

thefinancebuff.com Nov 11 2025