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45 Forward
Ron Roel
34 episodes
1 week ago
Welcome to “45 Forward” with Ron Roel, where the mission is to make your second half of life even better than the first! 

Thanks to advances in medicine and health, most of us are just approaching our half-life when we reach the mid-40s, with many productive years ahead. But there’s no road map to prepare us for this kind of longevity. That’s where 45 Forward comes in.

Each episode tackles an aspect of health, finance, family and friends, housing, work and personal pursuits—all as part of an integrated plan. Experts discuss topics like revitalizing relationships, creating mini-retirements, managing the maze of technology, finding your next homestead and caring for aging parents.

To contact Ron, please email him at:  ron.roel@gmail.com

To learn more about Ron and his work, visit his websites: www.roelresources.com  &  www.caregivingnav.com

If you like what you hear, please help us to continue broadcasting: https://www.spreaker.com/podcast/45-forward--6550893/support
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Society & Culture
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All content for 45 Forward is the property of Ron Roel and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to “45 Forward” with Ron Roel, where the mission is to make your second half of life even better than the first! 

Thanks to advances in medicine and health, most of us are just approaching our half-life when we reach the mid-40s, with many productive years ahead. But there’s no road map to prepare us for this kind of longevity. That’s where 45 Forward comes in.

Each episode tackles an aspect of health, finance, family and friends, housing, work and personal pursuits—all as part of an integrated plan. Experts discuss topics like revitalizing relationships, creating mini-retirements, managing the maze of technology, finding your next homestead and caring for aging parents.

To contact Ron, please email him at:  ron.roel@gmail.com

To learn more about Ron and his work, visit his websites: www.roelresources.com  &  www.caregivingnav.com

If you like what you hear, please help us to continue broadcasting: https://www.spreaker.com/podcast/45-forward--6550893/support
Show more...
Society & Culture
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45 Forward #249 - The 3-Legged Stool of Retirement Security Medicare, Social Security & Wealth Planning
45 Forward
32 minutes
2 weeks ago
45 Forward #249 - The 3-Legged Stool of Retirement Security Medicare, Social Security & Wealth Planning
In this eye-opening conversation, Ron Roel sits down with Joe Battaglia, CEO of Senior Services of North America, to demystify one of the most confusing challenges facing Americans today; how to navigate Medicare, Social Security, and retirement planning together.

Joe reveals how a simple postcard led him to build a national organization devoted to helping seniors make smarter decisions about their healthcare and financial futures. From understanding open enrollment and avoiding costly Medicare mistakes to optimizing Social Security and protecting your savings from market volatility, Joe breaks it all down with clarity, compassion, and humor.

If you’ve ever asked yourself, “Am I really ready for retirement?”, this episode will give you the roadmap to get there. Topics include:
  • The origin of Senior Services of North America and Joe’s postcard story
  • Why healthcare costs are the #1 cause of bankruptcy in America
  • Understanding the “Three-Legged Stool” of retirement: Medicare, Social Security, and financial planning
  • How to avoid being overcharged or left uncovered during open enrollment
  • The importance of reviewing your Medicare plan every year
  • How to optimize your Social Security payout (and why waiting can mean tens of thousands more)
  • Protecting your retirement savings from downturns through diversification and fixed index annuities
  • The power of planning early — even before you hit 50
Guest: Joe Battaglia, CEO, Senior Services of North America
Website: seniorservicesofnorthamerica.com
Call Joe directly: 888-230-2199 or 516-884-2238 🎧 Hosted by: Ron Roel


Visit 45Forward.org for all past episodes and resources.

Become a supporter of this podcast: https://www.spreaker.com/podcast/45-forward--6550893/support.
45 Forward
Welcome to “45 Forward” with Ron Roel, where the mission is to make your second half of life even better than the first! 

Thanks to advances in medicine and health, most of us are just approaching our half-life when we reach the mid-40s, with many productive years ahead. But there’s no road map to prepare us for this kind of longevity. That’s where 45 Forward comes in.

Each episode tackles an aspect of health, finance, family and friends, housing, work and personal pursuits—all as part of an integrated plan. Experts discuss topics like revitalizing relationships, creating mini-retirements, managing the maze of technology, finding your next homestead and caring for aging parents.

To contact Ron, please email him at:  ron.roel@gmail.com

To learn more about Ron and his work, visit his websites: www.roelresources.com  &  www.caregivingnav.com

If you like what you hear, please help us to continue broadcasting: https://www.spreaker.com/podcast/45-forward--6550893/support