Plan Your Kaiser Retirement | Pension & 401k Planning for California Healthcare Workers
Whether you’re in your 40s planning ahead or in your 50s preparing to exit, you’ll learn how to coordinate pension + Social Security, use the Roth window (59½–70), avoid IRMAA surprises, and choose benefits with confidence. Hosted by Sacramento-based financial advisor Bereket Kelile, with deep family ties to Kaiser, this show is built for healthcare professionals who want a clear plan—not generic advice.
Retire with clarity. Retire on purpose.
20 episodes • 0 archived •
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