HeyJaredA Worthwhile "Retirement"
In pursuit of a purposeful, meaningful, and worthwhile "retirement."
- Indexed issues, last 90 days
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- Sep 11, 2026
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- Jul 17, 2026
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How to Have Your IRMAA Reduced (opens the original)
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Quickly, what is IRMAA?IRMAA (pronounced “Erma”) — an increased premium charged on Medicare Parts B and D, depending on your income. It stands for “Income Related Monthly Adjustment Amount.”What is the income limit, and how much does it cost if you exceed it?For Part B (doctors and outpatient)<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!tEMk!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%
5 Benefits of Advice-Only Planning (opens the original)
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You should never have to hand over your investment portfolio to work with a financial planner.What Does “Advice-Only” Mean?A handful of families I work with are as an “advice-only” relationship — this means they retain direct management of their investments, while still receiving comprehensive financial planning (investment, tax, retirement, estate, insurance, etc.).Regarding the investment portfolio itself, the advisor makes recommendations pertaining to asset allocation, tax-efficiency, rebala
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