Retire with Roshan

A short clip, 2 of 2 and peek into the episode "Tax loss harvesting strategies" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/yfIFye3tzXk OR in your favorite podcast app - links below. In the full episode they break down the dos and don'ts of tax loss harvesting. They discuss the benefits of tax loss harvesting, times when tax loss harvesting makes sense, and the mechanics of the wash sale rule. Time stamps below can be found by listening to the full episode: https://youtu.be/yfIFye3tzXk [00:00] Introduction [02:25] What is Tax Loss Harvesting [04:08 Benefits of Tax Loss Harvesting [07:40] The two types of tax rates available in the US [10:50] Factors Affecting Tax Loss Harvesting [12:51] Addressing Unrealized Losses in a Non-Qualified Account [17:10] How Are Capital Gains Vs. Ordinary Income Taxed? [18:15] The Mechanics of Tax Rate Arbitrage [20:10] Understanding the Wash Sale Rule [27:51] Times When Tax Loss Harvesting Makes Sense [34:14] Reasons Not to Try Tax Loss Harvesting [37:00] Parting Thoughts Full Show Notes: https://retirementlifestyleshow.com/tax-loss-harvesting-strategies/ Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL145 — Tax loss harvesting strategies" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.

A short clip, 1 of 2 and peek into the episode "Tax loss harvesting strategies" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/yfIFye3tzXk OR in your favorite podcast app - links below. In the full episode they break down the dos and don'ts of tax loss harvesting. They discuss the benefits of tax loss harvesting, times when tax loss harvesting makes sense, and the mechanics of the wash sale rule. Time stamps below can be found by listening to the full episode: https://youtu.be/yfIFye3tzXk [00:00] Introduction [02:25] What is Tax Loss Harvesting [04:08 Benefits of Tax Loss Harvesting [07:40] The two types of tax rates available in the US [10:50] Factors Affecting Tax Loss Harvesting [12:51] Addressing Unrealized Losses in a Non-Qualified Account [17:10] How Are Capital Gains Vs. Ordinary Income Taxed? [18:15] The Mechanics of Tax Rate Arbitrage [20:10] Understanding the Wash Sale Rule [27:51] Times When Tax Loss Harvesting Makes Sense [34:14] Reasons Not to Try Tax Loss Harvesting [37:00] Parting Thoughts Full Show Notes: https://retirementlifestyleshow.com/tax-loss-harvesting-strategies/ Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL145 — Tax loss harvesting strategies" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.

On the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson break down the dos and don'ts of tax loss harvesting. They discuss the benefits of tax loss harvesting, times when tax loss harvesting makes sense, and the mechanics of the wash sale rule. [00:00] Introduction [02:25] What is Tax Loss Harvesting [04:08 Benefits of Tax Loss Harvesting [07:40] The two types of tax rates available in the US [10:50] Factors Affecting Tax Loss Harvesting [12:51] Addressing Unrealized Losses in a Non-Qualified Account [17:10] How Are Capital Gains Vs. Ordinary Income Taxed? [18:15] The Mechanics of Tax Rate Arbitrage [20:10] Understanding the Wash Sale Rule [27:51] Times When Tax Loss Harvesting Makes Sense [34:14] Reasons Not to Try Tax Loss Harvesting [37:00] Parting Thoughts Full Show Notes: https://retirementlifestyleshow.com/tax-loss-harvesting-strategies/ Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL145 — Tax loss harvesting strategies" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.

A short clip, 2 of 2 and peek into the episode "How to Reduce Taxes on Mutual Funds" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/CKergbGTrVk OR in your favorite podcast app - links below. In the full episode they go through how, why, and when mutual funds are taxed. They discuss how mutual fund gains are taxed and how you can improve your total portfolio returns by reducing and even eliminating taxes on your funds. Time stamps below can be found by listening to the full episode: https://youtu.be/CKergbGTrVk [01:31] Basics of How Mutual Funds are Taxed [04:00] How to Ensure Your Holdings are Tax Efficient [06:55] Why Mutual Funds Are Mostly Not Tax Efficient [08:14] What is Portfolio Turnover? [12:08] Mutual Fund Fees and Expenses [13:12] Types of Mutual Funds and How They Work [16:33] Income-Generating Components of a Mutual Fund [18:12] Real-Life Cost Figures [24:20] How the Top Mutual Funds Performed [28:25] How Your Circumstances Affect Your Investment Strategy [29:50] Parting Thoughts Full Show Notes: https://retirementlifestyleshow.com/how-to-reduce-taxes-on-mutual-funds/ Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL144 — How to Reduce Taxes on Mutual Funds" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.

A short clip, 1 of 2 and peek into the episode "How to Reduce Taxes on Mutual Funds" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/CKergbGTrVk OR in your favorite podcast app - links below. In the full episode they go through how, why, and when mutual funds are taxed. They discuss how mutual fund gains are taxed and how you can improve your total portfolio returns by reducing and even eliminating taxes on your funds. Time stamps below can be found by listening to the full episode: https://youtu.be/CKergbGTrVk [01:31] Basics of How Mutual Funds are Taxed [04:00] How to Ensure Your Holdings are Tax Efficient [06:55] Why Mutual Funds Are Mostly Not Tax Efficient [08:14] What is Portfolio Turnover? [12:08] Mutual Fund Fees and Expenses [13:12] Types of Mutual Funds and How They Work [16:33] Income-Generating Components of a Mutual Fund [18:12] Real-Life Cost Figures [24:20] How the Top Mutual Funds Performed [28:25] How Your Circumstances Affect Your Investment Strategy [29:50] Parting Thoughts Full Show Notes: https://retirementlifestyleshow.com/how-to-reduce-taxes-on-mutual-funds/ Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL144 — How to Reduce Taxes on Mutual Funds" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.

On the Retirement Lifestyle Show, Roshan Loungani, Eric Olson, and Adrian Nicholson go through how, why, and when mutual funds are taxed. They discuss how mutual fund gains are taxed and how you can improve your total portfolio returns by reducing and even eliminating taxes on your funds. [01:31] Basics of How Mutual Funds are Taxed [04:00] How to Ensure Your Holdings are Tax Efficient [06:55] Why Mutual Funds Are Mostly Not Tax Efficient [08:14] What is Portfolio Turnover? [12:08] Mutual Fund Fees and Expenses [13:12] Types of Mutual Funds and How They Work [16:33] Income-Generating Components of a Mutual Fund [18:12] Real-Life Cost Figures [24:20] How the Top Mutual Funds Performed [28:25] How Your Circumstances Affect Your Investment Strategy [29:50] Parting Thoughts Full Show Notes: https://retirementlifestyleshow.com/how-to-reduce-taxes-on-mutual-funds/ Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL144 — How to Reduce Taxes on Mutual Funds" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.

A short clip, 2 of 2 and peek into the episode "Understanding Medicare Open Enrollment" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/7SkB6yDbUQI OR in your favorite podcast app - links below. In the full episode they discuss Medicare's open enrollment. They go through the seven commonly asked questions about Medicare enrollment, how to get ready, and ways to avoid the lifetime penalties of late enrollment. Full Show Notes: https://retirementlifestyleshow.com/understanding-medicare-open-enrollment/ Time stamps below can be found by listening to the full episode: https://youtu.be/7SkB6yDbUQI [01:20] Introduction [02:39] Medicare Open Enrollment and Why It's Important [04:10] What is Open Enrollment? [07:00] Understanding Medicare Advantage Plan [09:30] Benefits of Planning for a Medicare Supplemental Plan [16:10] Late Enrollment Penalties [19:17] Medicare Advantage vs. Medicare Supplement [21:45] Medicare Medical Savings Account Explained [24:25] What is a Health Savings Account? [27:00] Health Plan Shopping Checklist [32:00] The Average Cost of Medicare [34:20] Medicare Special Enrollment Periods [36:10] What to Look Out For When Choosing a Medicare Plan [40:30] Parting Thoughts Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL143 — Understanding Medicare Open Enrollment" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.

A short clip, 1 of 2 and peek into the episode "Understanding Medicare Open Enrollment" on The Retirement Lifestyle Show with Roshan Loungani, Erik Olson, and Adrian Nicholson. You will want to listen/watch the whole episode here: https://youtu.be/7SkB6yDbUQI OR in your favorite podcast app - links below. In the full episode they discuss Medicare's open enrollment. They go through the seven commonly asked questions about Medicare enrollment, how to get ready, and ways to avoid the lifetime penalties of late enrollment. Full Show Notes: https://retirementlifestyleshow.com/understanding-medicare-open-enrollment/ Time stamps below can be found by listening to the full episode: https://youtu.be/7SkB6yDbUQI [01:20] Introduction [02:39] Medicare Open Enrollment and Why It's Important [04:10] What is Open Enrollment? [07:00] Understanding Medicare Advantage Plan [09:30] Benefits of Planning for a Medicare Supplemental Plan [16:10] Late Enrollment Penalties [19:17] Medicare Advantage vs. Medicare Supplement [21:45] Medicare Medical Savings Account Explained [24:25] What is a Health Savings Account? [27:00] Health Plan Shopping Checklist [32:00] The Average Cost of Medicare [34:20] Medicare Special Enrollment Periods [36:10] What to Look Out For When Choosing a Medicare Plan [40:30] Parting Thoughts Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. If you want to listen to, or share, this episode from your favorite podcast app then you will find it listed as "RL143 — Understanding Medicare Open Enrollment" in Spotify, iTunes, Anchor.fm and so on... see links below. Visit Anchor.fm for ALL the links to several podcast sites: Anchor.fm: https://anchor.fm/roshan-a-loungani Spotify: https://open.spotify.com/show/354IACA2UGM1DMsX8pfKlQ?si=0bfKMPI9TS29JogpOLnG_Q iTunes: https://podcasts.apple.com/us/podcast/retirement-lifestyle-show-roshan-loungani-erik-olson/id1470410459 Follow Us At: https://www.retirementlifestyleshow.com https://www.retirewithroshan.com https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #Retire #retirement #investing #finance #retirementlifestylepodcast #fire #podcast #FI #retirewithroshan #retirementlifestyleshow #shorts Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it's licensed under a Creative Commons license. Thank you for listening.