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

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, sharing insights on legacy planning and flexible withdrawals. They explore what the Amish can teach us about economic mobility and discuss the psychological challenges of retirement.

0:00 – Intro
2:46 – Vanguard Settlement
6:34 – Medicare Advantage Canceled
9:21 – Retirement Spending
13:07 – Amish Economic Mobility
20:52 – Retire Without Regrets
23:45 – 401(k) Super Catch-Up

Upticks features engaging discussions on financial planning and investments, hosted by Jake Falcon, CRPC™. Each episode explores timely conversations on topics like retirement, tax strategies, investment insights, and more. Subscribe now so you don’t miss an episode!

Falcon Wealth Advisors, based in Kansas City, is a wealth management company with a dedicated team of 19 professionals. We focus on personalized retirement planning and giving our clients a first-class experience. Our approach prioritizes curated stocks and bonds over traditional products, ensuring transparency, control, and minimizing fees.

Our clients, primarily working professionals and retirees from across the country, appreciate our commitment to noteworthy service and responsiveness. We foster a collaborative environment, where clients benefit from the knowledge of our entire ensemble team, helping ensure they feel heard and valued along their path to wealth.

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