Show Notes for Episode #27…
Hot Topic #1: SEP IRAs
SEP stands for Simplified Employee Pension and they’re designed for self-employed individuals or small business owners. Any business owner with one or more employees or those with freelance income can explore this option, but there are guidelines to heed.
We shared a clip from Jazz Wealth Managers with more considerations about SEPs.
Hot Topic #2: AARP Spinoffs
AARP has a great video series called Spinoffs. These are short videos capturing stories about older adults from all walks of life who are enjoying a more fulfilling encore career. There are more than twenty archived on the AARP YouTube channel – we shared an excerpt from one titled: Lawyer Turned Photographer:
Joining us at the Retirepreneur Watercooler…
Karl Bruns-Kyler, a certified senior advisor and Founder of The Big 65 insurance services, where for more than fifteen years, he’s helped thousands of people with navigating medicare and health insurance decisions.
Our chat with Karl moved through a list of common missteps people make, including:
- Enrolling in Medicare too early
- Choosing the wrong plan
- Forgetting to shop their coverage annually
- Ignoring International travel pitfalls
- Skipping Dental & Vision Plans
- Not leveraging VA benefits
- Ignoring the risks of long term care
- Under insuring OR over insuring
For more insights about navigating the health insurance maze, please visit: https://thebig65.com