How Health Insurance can be CHEAPER than You Thought! | EP 3
Match Point: How to Win the Money Game
Release Date: 09/01/2024
The Shocking Truths about Life Insurance: What Agents Won’t Tell You!
Match Point: How to Win the Money Game
👉 Want to maximize life and minimize taxes in retirement? Check out my website here: In this episode with BC Brokerage’s Co-Founder Broc Buckles, we’ll go over everything you need to know about life insurance, the differences between term and perm, and the hidden benefits that most don’t know about. 👉 Check out BC Brokerage’s website here: // I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I founded a financial planning and investment management firm, Retire To Tellico, and Refine Your Plan, a financial education company.
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Market Timing vs. Long-Term Investing – The Truth Investors Must Know
Match Point: How to Win the Money Game
👉 Want to maximize life and minimize taxes in retirement? Check out my website here: In this exclusive episode with Dimensional Wealth Advisor’s Regional Manager Evan Luongo, we talk about why it’s not a smart move to try to time the market, and lessons we’ve learned on the smart way to invest long-term. 👉 Check Out Dimensional Wealth Advisor’s website here: // I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I founded a financial planning and investment management firm, Retire To Tellico, and Refine Your Plan, a...
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Why a Will Alone Won’t Protect your Family – Estate Plan the RIGHT Way
Match Point: How to Win the Money Game
👉 Want to maximize life and minimize taxes in retirement? Check out my website here: What exactly do you need in order to financially setup your family’s future? Attorney Lauren Brown will go over the crucial estate planning tools, from trusts to powers of attorney, that provide real security for your loved ones. Learn what’s missing in most wills, the steps you can take to safeguard your assets, and why proper planning is essential in 2024 and beyond Lauren Brown’s website: I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I...
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Why Your Medicare Choice could Cost You Thousands — 2025 Changes
Match Point: How to Win the Money Game
Your medicare choice could cost you thousands of dollars. Jeff Hinton, president of Careadigm, breaks down the differences between Medicare Advantage and Original Medicare. We’ll go over everything you need to know about health insurance options before and after retirement, including strategies for navigating healthcare when retiring before 65. You’ll learn what long-term financial impacts your Medicare decision could have, the surprising truths about Medicare Advantage, and how to avoid costly healthcare mistakes. If you’re focused on protecting your financial future, building wealth,...
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How Health Insurance can be CHEAPER than You Thought! | EP 3
Match Point: How to Win the Money Game
In today's episode with Co-Founder of Move Health Partners Cole Craven, we'll talk everything you need to know about health insurance. Everything from what is health insurance, how it can be cheaper than you may have thought, and why you shouldn't have to delay retirement because of it. If you're looking to become financially educated, build wealth and leave a legacy, subscribe to the channel and look out for future podcast episodes! Cole Craven's company (Move Health Partners): Kaiser Family Foundation (mentioned in video): Timestamps: 00:00 Intro 03:55 Do You Have to Delay...
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Do You Really Need Long-Term Care — Who Needs It, Cost and Features | EP 2
Match Point: How to Win the Money Game
In this exclusive episode with the Vice President of Sales of Tennessee Brokerage Agency, Zach Gosselin talks everything you need to know about long-term care. This includes everything from what long-term care is, how much long-term care costs, and alternatives to traditional LTC policies. If you're looking to become financially educated, build wealth and leave a legacy, subscribe to the channel and look out for future podcast episodes! Long-term care insurance resource, mentioned in video (Life Happens): Timestamps 00:00 Intro 01:00 Who is Zach Gosselin? 02:03 What is Long Term Care...
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My Financial Journey | EP 1
Match Point: How to Win the Money Game
Welcome to the first episode of my podcast, Match Point. In this episode, I'll be taking you through my financial journey, going from uneducated and stressed to being confident and financially smart. Most people listening will likely be able to relate to my story, as financial literacy is not taught near as much as it should be in America. If you're looking to become financially educated, build wealth and leave a legacy, subscribe to the channel and look out for future podcast episodes! Want to maximize life and minimize taxes in retirement? Check out my website here: I'm Thomas Cook, a...
info_outlineIn today's episode with Co-Founder of Move Health Partners Cole Craven, we'll talk everything you need to know about health insurance. Everything from what is health insurance, how it can be cheaper than you may have thought, and why you shouldn't have to delay retirement because of it. If you're looking to become financially educated, build wealth and leave a legacy, subscribe to the channel and look out for future podcast episodes!
Cole Craven's company (Move Health Partners): https://www.movehealthpartners.com/
Kaiser Family Foundation (mentioned in video): https://www.kff.org/
Timestamps:
00:00 Intro
03:55 Do You Have to Delay Retirement because of Health Care Costs?
06:34 62% of Americans are Terrified of Health Insurance in Retirement
10:01 How Most Americans are Accessing Health Insurance
13:56 Health Care Options for Early Retirees
22:44 What is the Affordable Care Act?
29:30 The Lie about Retiring at 65
37:23 Summary if Everything Talked About
Want to maximize life and minimize taxes in retirement? Check out my website here: https://www.retiretotellico.com/
👉 I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I founded a financial planning and investment management firm, Retire To Tellico, and Refine Your Plan, a financial education company.