Month: September 2024

Navigating Financial Strategies and Emotions (Ep.29)

Navigating Financial Strategies and Emotions (Ep.29)

Welcome to Life Isn’t Lived on a Spreadsheet, where we delve into the stories that shape our financial futures! In this episode, Ryan Poterack and his partner Alec Quaid tackle the often-overlooked emotional aspects of retirement planning, especially as we approach an election year that can stir anxiety among investors.

Join us as we explore how your personal experiences and values play a crucial role in shaping your financial decisions, and why understanding this is essential for achieving your ideal retirement.

In this episode, we’ll cover:

  • The psychological impact of upcoming elections on investment strategies.
  • Why personal stories matter more than spreadsheets in financial planning.
  • The interplay between financial media and market reactions during election cycles.
  • Historical examples of market behavior during turbulent political times.
  • Practical strategies to manage financial fears and expectations.

This episode offers valuable insights that go beyond numbers, aiming to inspire and motivate you to approach retirement with confidence and clarity.

Don’t miss this opportunity to discover how to take control of your financial future in a world filled with uncertainty. Tune in now to find out how you can thrive during your golden years!

Exploring Medicare Part A, B, C, D: A Beginner’s Guide With Amy Green (Ep.28)

Exploring Medicare Part A, B, C, D: A Beginner’s Guide With Amy Green (Ep.28)

Retiring before age 65 and unsure about your health insurance choices? This episode is here to clarify your options. 

Let’s discover how to secure optimal health insurance before hitting Medicare age 65 and gain clarity on the Affordable Care Act, COBRA, and more with expert insights.

Alec Quaid joins health insurance expert Amy Green of Move Health Partners. They dive deep into pre-Medicare health insurance options, including the Affordable Care Act, COBRA, and faith-based sharing programs. 

Key conversations in this episode include:

  • Understanding COBRA: What it is and why it might be cost-prohibitive
  • Affordable Care Act: How most Americans can benefit from tax subsidies to lower insurance premiums
  • Faith-Based Sharing Programs: An alternative for those planning a higher income in retirement
  • Medicare Primer: Key considerations for signing up for Medicare, including the implications of different parts (A, B, C, D)
  • And so much more!

Resources:

Connect with Ryan Poterack: 

Connect with Poterack Capital Advisory: 

Connect with Amy Green CMIR®:

About our Guest: 

Amy Green has been a licensed health insurance agent and Medicare advisor since 2014. She fell into health insurance & Medicare by accident after a successful career in auto manufacturing. Amy quickly fell in love with helping clients to solve complex insurance situations with unique solutions. She enjoys helping clients understand what their health insurance options are and empowering them to make healthcare decisions with confidence.

When Amy is not making health coverage simple and clear, she spends time with her husband and 3 kiddos. Her favorite hobby is running their family farm. So if she tells you she is chasing a critter, she’s not pulling your leg! They currently raise pigs, chickens, ducks, rabbits and cows with a handful of barn cats and farm dogs too!