Neil Henry breaks down Medicare for listeners and co-host Doug Turnbull. Neil talks about plans A, B, C, and D and what  Medigap and Medicare Supplement Insurance are. Neil also gives the pros and cons of the Medicare Advantage Plan and some examples of how that can work against a person's best interests. And Neil talks about his holiday plans and if he likes to sail his boat in cold weather. 

Ready to connect with Neil? Visit his website today!

Neil Henry breaks down Medicare for listeners and co-host Doug Turnbull. Neil talks about plans A, B, C, and D and what  Medigap and Medicare Supplement Insurance are. Neil also gives the pros and cons of the Medicare Advantage Plan and some examples of how that can work against a person's best interests. And Neil talks about his holiday plans and if he likes to sail his boat in cold weather. 
Ready to connect with Neil? Visit his <a href="https://www.henryandassociates.net/contact-us.html">website</a> today!

The ins and outs of Medicare 

Neil Henry and co-host Doug Turnbull discuss the results of the presidential election and how Trump's victory will affect any current or future tax cuts. Neil also talks about wonky job numbers, future government job cuts, and how all of that can affect the economy. And Neil and Doug also talk about NASCAR and the Carolina-area sports teams for whom Neil roots.

Ready to connect with Neil? Visit his website today!

Neil Henry and co-host Doug Turnbull discuss the results of the presidential election and how Trump's victory will affect any current or future tax cuts. Neil also talks about wonky job numbers, future government job cuts, and how all of that can affect the economy. And Neil and Doug also talk about NASCAR and the Carolina-area sports teams for whom Neil roots.
Ready to connect with Neil? Visit his <a href="https://www.henryandassociates.net/contact-us.html">website</a> today!

The election results: taxes and jobs 

Henry and Associates founder and financial planner Neil Henry tells co-host Doug Turnbull what RMDs are and how both they and their tax implications can surprise people. Neil breaks down the method he uses to prepare clients for this and which retirement accounts RMDs impact. Neil also describes his love for sailing and the big steps he took to protect his sailboat before Hurricane Helene struck South Carolina.

Ready to connect with Neil? Visit his website today!

Henry and Associates founder and financial planner Neil Henry tells co-host Doug Turnbull what RMDs are and how both they and their tax implications can surprise people. Neil breaks down the method he uses to prepare clients for this and which retirement accounts RMDs impact. Neil also describes his love for sailing and the big steps he took to protect his sailboat before Hurricane Helene struck South Carolina.
Ready to connect with Neil? Visit his <a href="https://www.henryandassociates.net/contact-us.html">website</a> today!

What are RMDs?

Neil shares his insights on how inflation affects retirement planning and what strategies can help retirees cope with rising prices. He explains why fixed rate annuities are an attractive option for retirees who want to lock in high interest rates and secure a steady income for life. He also discusses how annuities can diversify one's portfolio and reduce exposure to market volatility and tax liabilities.

Neil also cautions retirees against underestimating the impact of inflation on their purchasing power and quality of life. He emphasizes the need to plan ahead and hedge against inflation by choosing retirement products that can adjust to changing economic conditions. He offers some tips on how to evaluate different annuities and find the best fit for one's goals and risk tolerance.

Neil shares his insights on how inflation affects retirement planning and what strategies can help retirees cope with rising prices. He explains why fixed rate annuities are an attractive option for retirees who want to lock in high interest rates and secure a steady income for life. He also discusses how annuities can diversify one's portfolio and reduce exposure to market volatility and tax liabilities.
Neil also cautions retirees against underestimating the impact of inflation on their purchasing power and quality of life. He emphasizes the need to plan ahead and hedge against inflation by choosing retirement products that can adjust to changing economic conditions. He offers some tips on how to evaluate different annuities and find the best fit for one's goals and risk tolerance.

Annuities 101: How to Protect Your Retirement Income from Inflation

The conversation discusses the impact of taxes on retirement planning and starts with a discussion about whether American athletes have to pay taxes on the medals they win at the Olympics. The conversation then delves into various forms of income that can be taxed during retirement, such as Social Security, interest-bearing accounts, sales of stocks and bonds, and withdrawals from traditional IRAs and 401(k)s. The importance of considering inflation and the timing of Social Security benefits is also highlighted.

The conversation discusses the impact of taxes on retirement planning and starts with a discussion about whether American athletes have to pay taxes on the medals they win at the Olympics. The conversation then delves into various forms of income that can be taxed during retirement, such as Social Security, interest-bearing accounts, sales of stocks and bonds, and withdrawals from traditional IRAs and 401(k)s. The importance of considering inflation and the timing of Social Security benefits is also highlighted.

How Taxes Affect Your Retirement Planning

Everyone dreams of retirement, but all the perks and daily activities of the lifestyle still require funding, which means you’ll have to provide your own paychecks in your golden years.

That’s where “Regarding Retirement” steps in. Hosted by Neil Henry of Henry and Associates, this podcast offers a steady and timely stream of advice and insight focused on how you are approaching saving for (and spending throughout) your retirement years. Subscribe and listen as Neil provides important information in an easy-to-digest manner that will give a better understanding of how prepared you are to make your next years the best yet.

Everyone dreams of retirement, but all the perks and daily activities of the lifestyle still require funding, which means you’ll have to provide your own paychecks in your golden years.
That’s where “Regarding Retirement” steps in. Hosted by Neil Henry of Henry and Associates, this podcast offers a steady and timely stream of advice and insight focused on how you are approaching saving for (and spending throughout) your retirement years. Subscribe and listen as Neil provides important information in an easy-to-digest manner that will give a better understanding of how prepared you are to make your next years the best yet.

Regarding Retirement

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