PDF Document

Life Insurance vs. Roth IRAs

Life insurance and Roth IRAs, despite their many similarities, Roth IRAs and life insurance are very different, and the rules that apply to one doesn’t always apply to the other.


Estate Planning Article

20 Things to Do Before You Retire in the 2020s

Well, here we are approaching the close of another decade. As many often do near the end of a milestone, we’re doing a countdown. However, this countdown isn’t looking back over the past decade, but rather forward toward the decade on the horizon. New decades often mean new goals, and for many, it’s likely the ultimate goal during our working years, retirement. 

Insurance Article

What is Medicare Open Enrollment?

When it comes to government programs designed to help those who are retirement age, frequently Social Security reigns supreme. However, Medicare should be placed right beside Social Security in importance. Medicare is an excellent benefit to the aging American public and a great safety net for that age group. At the same time, without proper guidance, Medicare can also be a source of great frustration.

Insurance Article

4 Questions to Ask About Long-Term Care

As you age, calculating the chances that you’ll need long-term care—and the associated costs—is incredibly important.

The Guided Retirement Show

Insurance Podcast

Understanding Medicare Options, Costs, and Coverage Pt. 2

Episode 7 - Tom Allen | Medicare & Supplemental Insurance Expert
In our previous episode, certified Medicare specialist Tom Allen and I discussed what Medicare actually is and what it’s designed to do. If you haven’t listened to Part 1, I strongly recommend you do so now. There are so many nuances to health insurance, and it’s very easy to get caught in financially devastating traps if you aren’t careful.

Insurance Podcast

Understanding Medicare Options, Costs, and Coverage

Episode 6 - Tom Allen | Medicare & Supplemental Insurance Expert
For many retiring seniors, Medicare is super confusing. There are lots of misconceptions about how it works, how supplements work, and what you should be doing in your retirement years to ensure that you’re covered. Tom Allen is a Medicare and supplemental insurance expert. Every year, he stays on top of the latest and greatest in this extraordinary...




Long-Term Care vs. Life Insurance

Dean Barber breaks down the important differences in Long-Term Care and Life Insurance.