While my wife and I discuss our investments, she is very similar to the lady in the article in the WSJ. I've got a binder stashed in a safe place that has all of our retirement accounts, bank accounts and insurance information contained in several pockets within that binder. If something happens to me, both she and my son know where to go and can follow the breadcrumb trail. They can do what they like with these investments at that time.
That was a great segment. It covered everything my wife and I knew about "Insurance Company Advantage" programs and made me laugh at the same time. We are somewhat lucky in our health care planning. We just need enroll in our state's retiree health plan and be on Part B. The state's plan will cover that other 20% and reimburse us for the Part B costs.
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While my wife and I discuss our investments, she is very similar to the lady in the article in the WSJ. I've got a binder stashed in a safe place that has all of our retirement accounts, bank accounts and insurance information contained in several pockets within that binder. If something happens to me, both she and my son know where to go and can follow the breadcrumb trail. They can do what they like with these investments at that time.
Post: Untangling finances
Link to comment from November 2, 2025
That was a great segment. It covered everything my wife and I knew about "Insurance Company Advantage" programs and made me laugh at the same time. We are somewhat lucky in our health care planning. We just need enroll in our state's retiree health plan and be on Part B. The state's plan will cover that other 20% and reimburse us for the Part B costs.
Post: John Oliver does a complete show skewering Medicare Advantage
Link to comment from November 1, 2025