👉 Want to maximize life and minimize taxes in retirement? Check out my website here: https://www.retiretotellico.com/

In this episode with BC Brokerage’s Co-Founder Broc Buckles, we’ll go over everything you need to know about life insurance, the differences between term and perm, and the hidden benefits that most don’t know about.

👉 Check out BC Brokerage’s website here: https://www.bc-brokerage.com/

//

I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I founded a financial planning and investment management firm, Retire To Tellico, and Refine Your Plan, a financial education company.

👉 Want to maximize life and minimize taxes in retirement? Check out my website here: https://www.retiretotellico.com/

In this exclusive episode with Dimensional Wealth Advisor’s Regional Manager Evan Luongo, we talk about why it’s not a smart move to try to time the market, and lessons we’ve learned on the smart way to invest long-term.

👉 Check Out Dimensional Wealth Advisor’s website here: https://us.dimensional.com/

//

I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I founded a financial planning and investment management firm, Retire To Tellico, and Refine Your Plan, a financial education company.

👉 Want to maximize life and minimize taxes in retirement? Check out my website here: https://www.retiretotellico.com/

What exactly do you need in order to financially setup your family’s future?

Attorney Lauren Brown will go over the crucial estate planning tools, from trusts to powers of attorney, that provide real security for your loved ones. Learn what’s missing in most wills, the steps you can take to safeguard your assets, and why proper planning is essential in 2024 and beyond

Lauren Brown’s website: https://kgbestatelaw.com/dt_team/lauren-s-brown/

I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I founded a financial planning and investment management firm, Retire To Tellico, and Refine Your Plan, a financial education company.

In today's episode with Co-Founder of Move Health Partners Cole Craven, we'll talk everything you need to know about health insurance. Everything from what is health insurance, how it can be cheaper than you may have thought, and why you shouldn't have to delay retirement because of it. If you're looking to become financially educated, build wealth and leave a legacy, subscribe to the channel and look out for future podcast episodes!

Cole Craven's company (Move Health Partners): https://www.movehealthpartners.com/

Kaiser Family Foundation (mentioned in video): https://www.kff.org/

Timestamps:

00:00 Intro

03:55 Do You Have to Delay Retirement because of Health Care Costs?

06:34 62% of Americans are Terrified of Health Insurance in Retirement

10:01 How Most Americans are Accessing Health Insurance

13:56 Health Care Options for Early Retirees

22:44 What is the Affordable Care Act?

29:30 The Lie about Retiring at 65

37:23 Summary if Everything Talked About

Want to maximize life and minimize taxes in retirement? Check out my website here: https://www.retiretotellico.com/

👉 I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I founded a financial planning and investment management firm, Retire To Tellico, and Refine Your Plan, a financial education company.

In this exclusive episode with the Vice President of Sales of Tennessee Brokerage Agency, Zach Gosselin talks everything you need to know about long-term care. This includes everything from what long-term care is, how much long-term care costs, and alternatives to traditional LTC policies. If you're looking to become financially educated, build wealth and leave a legacy, subscribe to the channel and look out for future podcast episodes!

Long-term care insurance resource, mentioned in video (Life Happens): https://lifehappens.org/

Timestamps

00:00 Intro

01:00 Who is Zach Gosselin?

02:03 What is Long Term Care

02:57 How Likely is it Someone Will Need Long Term Care

04:20 How Much does Long Term Care Cost on Average

06:01 What are the Ways You can Fund Long Term Care

13:13 Common Objections for Not Getting Long Term Care

19:08 The 2 Types of Long Term Care Policies

23:01 Resources for People Looking into Long Term Care

Want to maximize life and minimize taxes in retirement? Check out my website here: https://www.retiretotellico.com/

👉 I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I founded a financial planning and investment management firm, Retire To Tellico, and Refine Your Plan, a financial education company.

Welcome to the first episode of my podcast, Match Point. In this episode, I'll be taking you through my financial journey, going from uneducated and stressed to being confident and financially smart. Most people listening will likely be able to relate to my story, as financial literacy is not taught near as much as it should be in America.

If you're looking to become financially educated, build wealth and leave a legacy, subscribe to the channel and look out for future podcast episodes!

Want to maximize life and minimize taxes in retirement? Check out my website here: https://www.retiretotellico.com/

I'm Thomas Cook, a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for the IRS. I founded a financial planning and investment management firm, Retire To Tellico, and Refine Your Plan, a financial education company.