
Rethink Your Money Unlocking Millionaire Status and Preparing for Upcoming Medicare Changes
Sep 16, 2024
In this discussion, Jameson Moulder, the Creative Planning Director of Medicare, shares his expertise on navigating the upcoming Medicare changes in 2025. The conversation highlights critical mistakes that can hinder achieving millionaire status, such as poor savings habits and lifestyle inflation. Moulder also explains the complexities of Medicare costs and the impact of income on premiums. Listeners will gain insights on effective investing strategies and the importance of informed decision-making for financial health.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Wealth Building: Savings, Investment, and Medicare Insights
02:05 • 19min
Understanding Medicare Costs and Evaluating DIY Financial Strategies
21:33 • 3min
Navigating Personal Finance Decisions
24:50 • 14min
The Risks of Co-Signing Student Loans
38:23 • 3min
The Intersection of Generosity and Wealth: Lessons from Romania
41:03 • 6min
