CFP. Author. Inventor. LIMRA Retirement Income Institute. Founder GH2 EDGE™, simultaneous coupled-dependency retirement solver. Published author.
Ann Arbor, MI, US, 48103
Joined August 2015
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Maximize Your Retirement is available for pre-order. Release date is October 6. amzn.to/4sZlKMY
Forget the regrets. Build from where you are.
Two households can have the same $1 million and need completely different retirement plans.
Different taxes. Different health. Different income. Different goals.
Start with the household. Then build the plan.
#RetirementPlanning #PersonalFinance #Retirement #FinancialPlanning
I am sure that physicians could've seen the writing on the wall, right?
CMS cuts Medicare physician payments for 2027 modernhealthcare.com/politic…
Things that make you go hmm….we have CRICKETS on Medicare 2027 and healthcare.gov is not updated with previews for next year. The ACA Open Enrollment Period begins on November 1 (!). Something kinda stinks here, maybe it’s just me.
The real problem is that people cannot plan for 2027.
My newest video, an interview with Robert Powell .@FinstreamTV , I cut in to fill in blanks. We discussed my paper as Fellow, LIMRA Retirement Income Institute.
youtu.be/VFwe4oaHza4
Why Your Current Retirement Plan Needs a Fresh Look
youtu.be/t1AC7x925CA
Medicare YAP | October 1, 2026 teapawt.net/i/broadcasts/1pKdRDBej…
Interview about my upcoming book Maximize Your Retirement. Available October 6.
youtube.com/live/dx7mCremrH4…
Maximize Your Retirement Preview teapawt.net/i/broadcasts/1MKgNbwjz…
I have seen #Medicare 2027. Here's what I see, and some guidelines, for professionals and consumers.
Medicare YAP Session | October 3, 2026 youtube.com/live/z7hKFI2QLBY… via @YouTube
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