In this informative episode, Goodwin Investment Advisory dives into healthcare options for those considering early retirement with guest expert Merle Jabr from Potter Risk Advisors. Many clients wonder if they can afford to retire early, but healthcare costs often stand in the way. Merle breaks down essential options for retirees under 65 who aren’t yet eligible for Medicare, including COBRA, retiree benefits, individual marketplace plans with potential subsidies, and medical bill-sharing programs like Metashare.

For business owners, Merle shares the often-overlooked small group plan, where a family LLC may qualify for more affordable healthcare rates. She also stresses the importance of understanding each plan’s details and potential limitations, helping retirees feel confident about leaving the workforce without sacrificing coverage.

If you’re considering early retirement and want more guidance, download Goodwin Investment Advisory’s free guide, Navigating Healthcare in Early Retirement. This resource covers healthcare options, costs, and tips for creating a healthcare plan that fits your lifestyle—so you can pursue retirement on your terms.

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