P&L: Priorities & Lifestyle Episode 37

Marcia Mantell is a retirement business guru who helps clients navigate the confusing and increasingly complicated path of retirement planning. She primarily focuses on Social Security and Medicare, letting retirees enjoy the second half of their lives as worry-free as possible. Marcia is also behind Boomer Retirement Briefs, a blog that explores how the Boomer generation is changing our perceptions of retirees and retirement living.

Marcia joins me today to describe the right time for leaders to plan for retirement, whether it means selling their business or having a succession plan. She explains the different retirement scenarios for single and married people. She discusses healthcare, its complexities, and what we can do to make it easier for our future retired selves. Marcia also reveals why your 60s are some of the best years of your life.

"There are so many moving parts these days, healthcare's only going to get more complicated." - Marcia Mantell

This week on Priorities Lifestyle:

• The schools of thought leaders need to make good decisions
• The age when leaders should think about finances after retirement
• Why Marcia loves being in the business arena
• Arranging retirement finances as a married couple
• Succession planning and selling your business when you're 55
• Why we need to change the way we advertise Medicare
• What IRMAA means in Medicare
• Why your 60s are the critical planning years
• How retirement becomes a different challenge when you're married
• Reinventing retirement from a Boomer perspective