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Upticks: A Financial Planning & Investment Podcast — Medicare Changes, Retirement Spending, Amish Lessons, and 401(k) Super Catch-Up (Ep. 323)
Not scored yet29m·2024-11-14·Money

Medicare Changes, Retirement Spending, Amish Lessons, and 401(k) Super Catch-Up (Ep. 323)

Upticks: A Financial Planning & Investment Podcast

On this episode of Upticks, Jake and Cory discuss Vanguard's nearing settlement in a target-date fund case and what it means for investors. They also address the potential cancellation of Medicare Advantage plans and the importance of annual health plan reviews. Jake and Cory delve into retirement spending strategies,…

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