Healthcare Before 65: How To Save Thousands Every Year Before Medicare Begins

Описание: Interested in a custom strategy to retire early?
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Healthcare costs are one of the biggest fears stopping people from retiring early—but it doesn't have to be that way.

In this video, I walk through a client case study showing how we helped save over $77,000 in healthcare costs before Medicare kicked in.

I explain how the proper withdrawal strategy, brokerage accounts, and income planning can dramatically reduce your premiums and unlock valuable subsidies. If you're worried about affording health coverage in your 50s or early 60s, this video is for you.

I'm here to break down complex strategies into clear, actionable steps that empower confident early retirement planning.

Subscribe for more insights on healthcare, taxes, and retirement freedom.

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Time Stamp
00:00 - Introduction: The #1 Reason People Delay Retirement
02:12 - Key Financial Misconceptions and Emotional Roadblocks
03:13 - The Healthcare “Lab” Explained: Why It’s Complicated
04:10 - Client Example: $60K Retirement Income Target
06:50 - IRA Withdrawal Impact on Subsidies
07:58 - The Superpower of Brokerage Accounts
09:40 - Capital Gains Tax Advantages and Harvesting
12:05 - Strategic Balance: Roth Conversions vs. Subsidies
13:15 - Case Study: Gifting, Travel, and Strategic Withdrawals
15:55 - Multi-Phase Planning: Best of All Retirement Worlds
16:50 - Sample: $77,000 Saved on Healthcare
17:25 - Roth Conversion vs. Healthcare Savings: Which is Better?
18:00 - When to Hire an Advisor and When You Don’t Need One

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PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM -   / earlyretirementari  
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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.

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⚠️ "DISCLAIMER:⚠️

Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.

The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.

Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements.

Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.