Craig Wear, CFP®Craig Wear, CFP® | Expert in Roth Conversions & Tax-Efficient Retirement Strategies for IRA Millionaires

Finding the Perfect Health Insurance Plan for You

3 May 2024 · 0 min

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0:09

Short excerpt from a May 3, 2024 YouTube conversation (host Craig Wear, CFP® and another speaker) about choosing health insurance. The speakers emphasize that a plan that works for someone you know (e.g., a friend on the golf course) may not be best for you, and that spouses often end up on different plans because of differing medications, doctors, and health needs.

And so just because the guy on the golf course is in ABC plan doesn't mean that ABC plan is best for you just because he's happy with it. Is that right?
Absolutely. And you and your wife are similar. Most couples are on different plans because they don't. They take medications and they have different doctors and they have all the other stuff. And so your situation is quite unique in that, in that perspective.