Bridging the Pre-Medicare Healthcare Hurdle
James, 66, and Patricia, 64, have diligently saved $3.5 million for retirement. However, Patricia's early retirement means they face two years without Medicare coverage. Initial estimates show roughly $35,000 per year needed to cover premiums and out-of-pocket expenses, derailing their carefully planned travel budget.
By utilizing Golden Door Asset's Residual Income Calculator, we assessed various investment options to generate an additional $35,000 annually. Focusing on dividend-paying stocks and real estate investments, we restructured their portfolio to generate the necessary income stream while maintaining a balanced risk profile. The Real Exchange Rate Calculator helped us factor in the impact of international travel on their expenses.
The Residual Income Calculator helped quantify the net income generated after accounting for investment costs and tax implications. This allowed for a data-driven restructuring of the O'Brien's portfolio for optimal income generation.
$70,000 in healthcare costs covered over two years, enabling the O'Briens to maintain their planned travel budget and reduce financial anxiety.
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