The Hidden Retirement Expense: Solving Healthcare Planning Before Medicare

Healthcare is the line item that quietly blows up otherwise solid retirement plans — especially in the years before Medicare.

In this session, we showed how advisors can use Asset-Map to actually see the problem in real time — not buried in a report, but right in front of the client — and then solve it with Move Health.

We walked through a live case of a client targeting retirement before 65. On the surface, the plan works. Then healthcare enters the picture. You’ll see how quickly that changes the conversation, and how just as quickly it can be reworked.

Using Asset-Map, we visually pressure-tested the plan, adjusted contributions, and modeled the trade-offs. Then we brought in Move Health to translate coverage options, real costs, and tax credit strategies into something actionable.

End result: the client still retires on time, but with a smarter, more coordinated plan.

If you’ve ever had a client ask, “Can I actually retire early?” and felt like healthcare was the least clear part of your answer, this will give you a much better way to handle it.

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Replay Webinar

The Hidden Retirement Expense: Solving Healthcare Planning Before Medicare

Healthcare is the line item that quietly blows up otherwise solid retirement plans — especially in the years before Medicare.

In this session, we’ll show how advisors can use Asset-Map to actually see the problem in real time — not buried in a report, but right in front of the client — and then solve it with Move Health.

We’ll walk through a live case of a client targeting retirement before 65. On the surface, the plan works. Then healthcare enters the picture. You’ll see how quickly that changes the conversation, and how just as quickly it can be reworked.

Using Asset-Map, we’ll visually pressure-test the plan, adjust contributions, and model the trade-offs. Then we’ll bring in Move Health to translate coverage options, real costs, and tax credit strategies into something actionable.

End result: the client still retires on time, but with a smarter, more coordinated plan.

If you’ve ever had a client ask, “Can I actually retire early?” and felt like healthcare was the least clear part of your answer, this will give you a much better way to handle it.