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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

Aug 14, 2026

Retiring before age 65 can create a major gap between employer coverage and Medicare eligibility. Today, Nick and Eric explain four potential health insurance options and answer listener questions about Medicare enrollment, Social Security claiming, and long-term care planning. Before leaving work, make sure healthcare is part of the retirement plan, not an afterthought.

Here’s what we discuss in this episode:

🌉 COBRA Coverage: Familiar benefits can bridge short gaps

💑 Spousal Coverage: Employer plans may offer better value

🏛️ Public Marketplace: Income can significantly affect premium costs

🩺 Private Insurance: Robust coverage may justify higher premiums

📬 Mailbag Minute: Medicare and Social Security require planning

 

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