Bob and Andy talk with an expert about how to get the Medicare coverage you
need without paying more than you should.
Radio Show Highlights
Social Security Strategies
Managing Medicare Open Enrollment
Understanding Capital Gains
In this week’s show, Bob and Andy talk with Philip Moeller, author and Fellow at the Center for Aging and Work at Boston College, about how to
get the Medicare coverage you need without paying more than you should as you work through this year’s Medicare open enrollment period.
Also in this week’s show:
Kelly O’Donnell discusses special considerations women must take into account when planning for retirement and how
women can best use their 401(k) account with their Social Security benefits to create a better income stream.
Since fund companies are posting their capital gains estimates this time of year, Bob and Andy discuss what capital
gains distributions are, what about them to pay attention to and what you should and shouldn’t be doing with your taxable accounts.
Bob and Andy talk with listeners about timely topics such as the election results and the Medicare open enrollment
Download or subscribe:
Listen now or download a podcast of the latest shows.
*Methodology: InvestmentNews qualified 1,719 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
*This is a partial listing of Financial Engines’ customers as of December 31, 2016. These companies have consented to disclosure of their relationships with Financial Engines. This does not constitute an endorsement or approval of the advisory service provided. Third-party marks appearing on this site are the property of their respective owners.