Taking Control of Your Financial Future
Everyone’s financial journey is different. We believe that when you have access to education, tools and professional guidance, everyone wins. We empower you to build healthy financial habits so you can take more control of your financial future.
UBS Advisor Podcasts
The Ins and Outs of Medicare Coverage
42:07Retirees are faced with many important decisions. Some are more challenging than others, such as understanding Medicare and how it affects your financial plan into retirement. Learn how to plan for Medicare decisions by understanding the ins-and-outs of the program and its many parts. This is critical knowledge for many reasons, including the impact of premiums, copays, and deductibles on retirement income.
Mastering Social Security
26:26With careful strategies and planning, you can maximize your Social Security benefit to enhance your retirement income picture. Learn the fundamentals of Social Security benefits including who is eligible to receive them and when; how to estimate your benefit, taxes, and Social Security; when to claim benefits; and much more.
What will your Retirement Look Like?
11:08Although wealth and income increases overall wellbeing in retirement, studies show that the effect is small. Research suggests that both planning for financial security and preparing for the social and psychological changes that accompany retirement are important for well-being in later life.
Healthcare in Retirement
12:24A significant share of adults age 65 and older report difficulty paying for various aspects of healthcare, especially those that are not generally covered by Medicare. Research indicates that healthcare inflation will average 5.9% annually for the foreseeable future, more than double our broad-based inflation of 2.4%, meaning it's becoming increasingly important to build healthcare costs into your retirement plan.
