Medicare and Healthcare Costs With Andrew Whalen

About this webinar

Healthcare is the second-largest expense in retirement, and the rules around it are unforgiving. Andrew explains how IRMAA surcharges, Part D pricing, and the pre-65 gap can quietly drain retirement income, and what to do about each.

What you'll learn

Walk away knowing how to evaluate your own situation, not just rules of thumb. You'll learn:
  • Parts A, B, C, and D explained plainly
  • IRMAA: how investment income drives your Medicare premium
  • The 2-year lookback rule and how to plan around it
  • Bridging healthcare from early retirement to age 65
  • Long-term care: insurance, hybrid policies, and self-funding

Your Presenter

Andrew Whalen
CEO
Whalen Financial
  • Andrew Whalen
    CEO
    Whalen Financial