Category Audio

Audio, FOMC, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Medicare, Newsletters, Podcast, Political, Tax Related, Vault, Video

Q 4 2019 Newsletter Video Audio Podcast Review By John Kvale

Q 4 2019 Newsletter Podcast Video Review

John Kvale CFA, CFP
October 4, 2019

Audio, General Financial Planning, Investing/Financial Planning, Medicare, Retirement Planning, Tom Clark

Part 14 : Tom Clark, Medicare Expert, with Audio – Medicare Part B Creation, Monthly Cost, IRMA Exclusions, IRMA Examples

Medicare Part B Creation, IRMA, Costs, Premiums, Links to Solutions

John Kvale CFA, CFP
October 2, 2019

Audio, General Financial Planning, Investing/Financial Planning, Medicare, Retirement Planning, Tom Clark

Part 13 : Tom Clark, Medicare Expert, with Audio – Medicare Part A Explained

Medicare Part A Explained

John Kvale CFA, CFP
September 25, 2019

Audio, General Financial Planning, Investing/Financial Planning, Medicare, Retirement Planning, Tom Clark

Part 12 : Tom Clark, Medicare Expert, with Audio – An introduction to Medicare, Background, Stats, Part A and B Explained

Medicare Part A and B Intro

John Kvale CFA, CFP
September 18, 2019

Audio, General Financial Planning, Investing/Financial Planning, Retirement Planning, Social Security, Tom Clark

Part 11 : Tom Clark, Social Security Expert, with Audio – GRANDFATHERED BENEFITS – Decisions for Restricted Application Spousal Benefits Explained

Grandfathered Only: Restricted Application Spousal Benefit

John Kvale CFA, CFP
September 11, 2019

Audio, General Financial Planning, Investing/Financial Planning, Retirement Planning, Social Security, Tom Clark

Part 10 : Tom Clark, Social Security Expert, with Audio – DIVORCED – Options, Obligations for Maximization, and Decisions for Ex Spousal Benefits Explained

Divorced Spousal Benefits and Obligations Explained

John Kvale CFA, CFP
August 28, 2019

Audio, General Financial Planning, Investing/Financial Planning, Retirement Planning, Social Security, Tom Clark

Part 9 : Tom Clark, Social Security Expert, with Audio – DECEASED – Options and Decisions, Married Spousal Benefits Explained

Deceased Spousal Benefits Explained

John Kvale CFA, CFP
August 21, 2019

Audio, General Financial Planning, Investing/Financial Planning, Retirement Planning, Social Security, Tom Clark

Part 8 : Tom Clark, Social Security Expert, with Audio – Living, Married Spousal Benefits Explained

Living Married Spousal Benefits Explained

John Kvale CFA, CFP
August 14, 2019

Audio, General Financial Planning, Investing/Financial Planning, Social Security, Tom Clark

Part 7 : Tom Clark, Social Security Expert, with Audio – Clarity on Final Years Earnings and any Effects on Retirement Benefits

How much will final earnings change retirement benefits?

John Kvale CFA, CFP
August 7, 2019

Audio, General Financial Planning, Investing/Financial Planning, Social Security, Tom Clark

Part 6 : Tom Clark, Social Security Expert, with Audio – Delayed Retirement Benefit, Important Spousal/Widow Non Increasing Benefit

Delayed Benefit Accrual and Spousal No Accrual Benefit Explained

John Kvale CFA, CFP
July 24, 2019