Retirement Repair Shop with Mary Beth Franklin

Help! Health-care costs are stealing my nest egg

Episode Summary

There is one retirement planning challenge no one can ignore: Health care. According to the 2017 Retirement Health Care Costs Data Report, retiree healthcare expenses are expected to rise at an average annual rate of 5.5% for the foreseeable future—almost triple the U.S. inflation rate. Mary Beth Franklin talks with Ron Mastrogiovanni on how to overcome this moving target.

Episode Notes

Welcome to the Retirement Repair Shop with Mary Beth Franklin. On this episode, Mary Beth speaks with Ron Mastrogiovanni of HealthView Services to examine how health and wealth planning intersect in retirement.

Ron Mastrogiovanni brings more than 25 years of combined experience in financial services, management consulting, and high technology. He is an industry leader in creating financial planning tools for advisers and their clients to use around projecting and solving the dilemma of rising healthcare costs in retirement.

More from Ron Mastrogiovanni:
HealthView Services website: http://www.hvsfinancial.com/
Healthy Capital website: http://healthycapital.com/
Health and retirement savings whitepaper: http://healthycapital.com/wp-content/uploads/2018/07/18-HC-health-retirement-savings-1.pdf

Credits
Production sound engineer: Paul Schmitz
Post sound engineer: Boris Palacios
Music: DJ Throdown

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