Health care costs may not be the most glamorous part of retirement planning—but ignoring them could wreck your golden years. In this episode, Catherine Magaña and Rachel Ivanovich dive into what every woman needs to know about preparing for one of the biggest retirement expenses: medical care.
From Medicare basics (and the parts that don’t get covered) to the hidden price tags of dental work, hearing aids, and long-term care, Catherine and Rachel break down the often-overlooked realities that can derail even the best retirement plans. You’ll hear how clients have navigated six-figure dental bills, why the timing of long-term care insurance matters, and how creative solutions like accessory dwelling units (granny flats!) can help cover future needs.
They also share smart tax strategies—from leveraging HSAs to turning a home sale into a health care advantage—and reveal why proactive planning beats scrambling later.
If you’re ready to safeguard your health and your wealth, this episode is packed with insights, strategies, and stories that make the serious side of retirement planning surprisingly engaging.
🎧 Tune in and savvy up your financial future today!
Date Recorded: 8/28/25
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