Learn from private health insurance expert, Mitchell Underwood!

Website: TheHealthAdvocate.co

This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

Learn from budgeting expert, Zach Whelchel!

Website: MyBudgetCoach.com

This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

Learn from mini-retirement expert, Jillian Johnsrud!

Website: https://retireoften.com/
Book Purchasing Link: https://lnk.to/retireoften

Free Opt-In Worksheets
Planning: https://retireoften.com/mini/
Negotiating: https://retireoften.com/onemonth/

This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

Learn from pension and union benefits expert, Mary Ann Sullivan!

Contact Mary Ann: www.395financialplanning.com

This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

Learn the following from Medicare and health insurance expert, Will Pierce:

Medicare (Parts A + B + D)
Coverage and Cost
IRMAA and Form SSA-44
Medicare Advantage (Part C) and Why It Can Be “Free”
Medicare Supplement Plans (Medigap) and Plan G vs. Plan N
Social Security Withholding
Continued Work Coverage at Age 65+
How Medicare Affects HSA Contributions
Permanent Late Enrollment Penalties
Additional Cancer Coverage
Medicare + Medicaid Dual Coordination

Contact Will: https://www.medicareankeny.com/ - (515) 257-6663

This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

Aubrey Williams, MS, MBA generously shares his transparent insights about ADHD and how neurodiversity impacts his personal and professional life as a financial planner.

Connect with Aubrey: LinkedIn.com
Work with Aubrey: OpenPath.Financial

If you enjoy this episode, you can watch our full video version and over 70 hours of valuable educational content at MeasureTwicePlanners.com.

Anthony Lombard, CFP® shares his transparent, vulnerable, and inspiring story about how parenting a special needs family with three kids under age 10 has shifted his personal and professional priorities - and how learning about communication methods has changed his financial planning process.

Connect with Anthony: https://www.linkedin.com/in/ajlomba/
Email Anthony: anthony@noteworthy-financial.com

If you enjoy this episode, you can watch our full video version and over 65 hours of valuable educational content at MeasureTwicePlanners.com.

Today’s recorded interview is with Jackson Larimer, owner of Lemonade Stand Financial, who provides personalized financial coaching to couples & families.

If you enjoy this episode, you can watch our full video version and over 60 hours of valuable educational content at MeasureTwicePlanners.com.