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1 Reuven Bank and Andrew Kim: When the Ocean Lost Its Stars 30:54
125 When is Medicare right for me?
Manage episode 299121060 series 1252126
Medicare is the closest thing in the U.S. to a single-payer healthcare system, but it comes with trade-offs, including direct implications to a client’s HSA plan, social security and more. When is the right time for your clients to enroll?
Peter Stahl returns to the podcast to discuss planning for retirement with means-testing and taxable income in mind. He helps us break down the Medicare program, explain the pros and cons for enrolling in Medicare when eligible, and emphasize the importance of building sources of tax-free wealth before retirement.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
136 episodes
125 When is Medicare right for me?
Better conversations. Better outcomes. | Presented by BMO Global Asset Management
Manage episode 299121060 series 1252126
Medicare is the closest thing in the U.S. to a single-payer healthcare system, but it comes with trade-offs, including direct implications to a client’s HSA plan, social security and more. When is the right time for your clients to enroll?
Peter Stahl returns to the podcast to discuss planning for retirement with means-testing and taxable income in mind. He helps us break down the Medicare program, explain the pros and cons for enrolling in Medicare when eligible, and emphasize the importance of building sources of tax-free wealth before retirement.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
136 episodes
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1 128 4 enduring principles for the road ahead 50:18

1 127 Investor archetypes: Matching communications to client personalities 27:44

1 126 How to navigate changes in a retirement plan 33:57


1 124 Managing money together: The importance of financial conversations in relationships 36:39



1 121 Intersecting life and money: Advanced care planning 31:46

1 120 Advisor sponsored events in a post-pandemic world 37:07


1 118 Winning more of your boardroom presentations 34:27

1 117 Emergency savings: Planning for the unplannable 32:04

1 116 Adapting to the changing landscape of income 37:20

1 115 A year like no other: The best learnings from 2020 44:55

1 114 Framing an ESG conversation with your clients 28:09


1 112 Real financial advice: Being a guide in a changing landscape 32:32

1 111 Help needed: Hiring an executive assistant 26:37


1 109 Navigating family dynamics: Multigenerational wealth 33:49

1 108 Mental accounting: Engaging clients with bucket planning 30:12

1 107 Creativity, economics and life with Russ Roberts 35:10

1 106 Fostering a diverse and inclusive culture 37:01

1 105 Turning tough conversations into better conversations 29:59

1 104 Retirement income planning in the “new normal” 44:58

1 103 Family conversations that should not be avoided (Sept 2016) 33:41

1 102 Coaching clients through uncertainty 1:06:43


1 100 How to choose the right financial planning software with Michael Kitces 55:01

1 99 Fostering success with centers of influence 39:16
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