A couple of weeks back, my friend Justin Castelli and I presented to the Pittsburgh Chapter of the Financial Planning Association. While he was in town, we shot a video discussing the recent article I wrote about the Medicare Part B Penalty for Late Enrollment so I thought I’d share the video with you.
If you have questions about anything we discuss in the video, feel free to reach out, I’m happy to help!
Also, Justin publishes a lot of useful content on all areas of financial planning both on his blog and via his podcast that is worth following if you’re interested!
His blog: All About Your Benjamins
Here are the links to three of my favorite podcasts that are retirement applicable:
Life Planning with Scott Frank, CFP®, CFA® – This episode is about how financial planning can help you lead your best life.
Getting Comfortable with Being Uncomfortable with Mike Philbrick – This episode is about the value of diversification.
Talkin’ Taxes with Bill Sweet – Obviously, this episode is all about taxes.
Thanks for reading (and listening)!
Disclaimers: Raymond James is not affiliated and does not endorse the opinions or services of Justin Castelli, All About Your Benjamins, or any other linked podcast speakers. Opinions expressed by speakers and in the linked articles are those of the author and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Keep in mind that there is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the U.S. stock market. The Barclay CTA Index is a benchmark of representative performance of commodity trading advisors. There are currently 510 programs included in the calculation of the Barclay CTA Index for 2019. The Index is equally weighted and rebalanced at the beginning of each year. One cannot invest directly in an index. Past Performance does not guarantee future results.
Investing in emerging markets can be riskier than investing in well-established foreign markets. Investing involves risk and investors may incur a profit or a loss. Holding investments for the long term does not insure a profitable outcome. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Any examples are hypothetical for illustration purposes only. Actual investor results will vary. Currencies investing are generally considered speculative because of the significant potential for investment loss. Their markets are likely to be volatile and there may be sharp price fluctuations even during periods when prices overall are rising. Any securities mentioned is not a recommendation to buy or sell any individual security or any combination of securities. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.