Health care is often the hidden cost of retirement. In this episode, we show how the right planning can protect your lifestyle, unlock tax credits, and even help you avoid tens of thousands in out-of-pocket expenses.
Specifically, we are going to discuss:
- The health care system as we understand it today.
- The underutilization of credits and benefits by Canadians
- A real-life scenario where a $25,000/year cost was avoided.
- Topics we discuss with prospective clients during this step.
- Why asking the right questions makes us different.
Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.
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