Podcasts about boomer benefits

Danielle Roberts is a founding partner of Boomer Benefits, a national top-producing agency specializing in Medicare-related insurance products across 47 states.   She's a member of the Forbes Finance Council, where she writes about Medicare Retirement and Personal Finance, and is also a past president of the Fort Worth chapter of the National Association of Health Underwriters.   Danielle discusses her pivot from journalism to business, sparked by financial necessity and nurtured through hands-on learning in the staffing industry.   She explains how her early hustle—cold-calling and door-knocking—laid the foundation for a business serving clients in 47 states.   Danielle highlights the complexity of Medicare and how Boomer Benefits stands out by offering not just insurance, but exceptional, ongoing client support.   Danielle emphasizes the importance of simplifying complex topics for clients, investing in team culture, and maintaining confidence and persistence as a new entrepreneur.     Website: Boomer Benefits LinkedIn: Danielle Kunkle Roberts   Previous Episode: iam292-founding-partner-helps-baby-boomers-navigate-medicare-and-supplemental-coverage   Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

How does Medicare Open Enrollment work? Do you need a supplement plan? How do you choose between a Medigap or Medicare Advantage plan? Navigating these questions can be overwhelming. That's why Danielle Roberts—co-founder of Boomer Benefits and the author of “10 Costly Medicare Mistakes You Can't Afford to Make”—joins me in this episode to help you avoid common pitfalls during Medicare Open Enrollment. You will want to hear this episode if you are interested in... [1:42] How Medicare open enrollment works [3:45] Do you need a supplemental plan?  [5:13] How CMS changes impact plans [9:37] Comparing Medigap vs Medicare Advantage [12:41] The typical annual rate increase [15:21] How Medigap plans work when you move [16:12] When to choose a Medicare Advantage plan [19:34] How Medicare Part D works [21:38] How to choose between Medigap vs Advantage plans [24:06] How to choose a broker to work with [27:05] Start researching your Medicare options early [28:06] How to get a free copy of Danielle's book Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel 10 Costly Medicare Mistakes You Can't Afford to Make Boomer Benefits 2025 Medicare IRMAA Surcharge Updates, #228 Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact Subscribe to Retire With Ryan

Danielle K. Roberts, co-founding partner of the insurance agency Boomer Benefits, joins podcast host John P. Bryson to discuss what today's retirees and near-retirees need to know about Medicare and how to factor healthcare costs into their overall financial plans and decision-making. Danielle, author of the book 10 Costly Medicare Mistakes You Can't Afford to Make, outlines the different parts of Medicare coverage and explores key considerations in choosing between Medicare Advantage and Medigap coverage. She also offers advice to help investment professionals assist clients who are trying to adapt to recent and pending changes to the federal program.

This episode explores the intricate and confusing world of Medicare with leading expert Danielle Roberts. Danielle is founding partner at Boomer Benefits, an agency that has helped thousands of ordinary Americans learn and navigate their entry into Medicare since 2005. She's also author of the bestselling book '10 Costly Medicare Mistakes You Can't Afford to Make'. Danielle breaks through the confusion and explains Medicare's history, enrollment rules, Parts A, B, C, and D, and the differences between Medigap and Medicare Advantage plans. Discover the importance of early planning, common pitfalls to avoid, and critical decisions about Medicare coverage.  

Understanding Medicare with Danielle RobertsJoin Danielle and Katana in this encore show as they discuss:How to understand the Medicare maze.The tools for becoming confident in your health care choices.The roadmap to understanding Medicare.Danielle Kunkle Roberts is a founding partner at Boomer Benefits, a national insurance agency specializing in Medicare since 2005. She is the author of the best-selling book 10 Costly Medicare Mistakes You Can't Afford to Make and is a frequent source for major news outlets such as CNBC, FOX, Yahoo Finance, Kiplinger, and MarketWatch.Danielle has appeared on more than 200 podcasts, radio shows, and TV segments to educate the public about Medicare. Danielle serves on the NAHU Medicare Advisory Group where she advocates for Medicare beneficiaries at a national level to government organizations including CMS.To learn more about Danielle, visit boomerbenfits.com.

Ever wondered how to avoid the costly pitfalls of Medicare? Join us for this enlightening episode of Money Chic Financial Education with Shari Rash as we sit down with Danielle Roberts, founding partner at Boomer Benefits and author of the bestselling book "10 Costly Medicare Mistakes you Can't Afford to Make." Danielle shares her incredible journey from a health insurance agent to a leading Medicare expert, driven by the growing need for clear and comprehensive Medicare information. We unravel the complexities of Medicare, breaking it down into understandable parts and distinguishing it from Medicaid. Learn about Medicare's historical significance for retirees and why timely enrollment is crucial to avoid penalties. Prepare yourself for an in-depth exploration of Medicare coverage and enrollment essentials. From understanding Part A and Part B to the seven-month initial enrollment period around your 65th birthday, Danielle provides critical insights you can't afford to miss. Discover what Medicare doesn't cover, such as long-term care, dental, vision, and hearing, and the importance of planning for these gaps. Whether you're automatically enrolled through Social Security or need to actively enroll if delaying Social Security, this episode will guide you through every step to ensure you're adequately covered. Intrigued by the options under Medicare Advantage plans? We've got you covered. Danielle delves into the challenges related to accessing care, especially mental health services, and the distinction between Original Medicare with Medigap plans versus Medicare Advantage plans. We discuss strategies for managing premiums for high-income earners and the potential benefits of standardizing Medicare Advantage plans to simplify your decision-making. Equip yourself with knowledge from one of the foremost experts in the field to confidently navigate your retirement health coverage needs.  Connect with Danielle: https://daniellekroberts.com/ https://www.linkedin.com/in/daniellekunkle/ -- Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense  way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ Phone: 833-833-1903  Email: shari@greenwaywealthadvisory.com

Danielle Roberts, founding partner of the insurance agency Boomer Benefits, joins podcast host John P. Bryson to discuss the ins and outs of Medicare, an important part of many retirees' financial planning. Danielle outlines the different parts of Medicare coverage, addresses common misconceptions, and offers advice to help investment professionals assist clients ahead of potential Medicare changes in 2024 and beyond. She also explores surcharges that Medicare participants may need to pay in addition to their premiums—costs that can have a big financial impact on high-income earners in particular. Finally, Danielle discusses best practices for enrolling in Medicare, explains the options for clients who don't retire at age 65, and identifies three Medicare missteps that people often make.

In this episode, Josh Jalinski and Medicare specialist Danielle Kunkle Roberts, a leading authority from Boomer Benefits and author of "10 Costly Medicare Mistakes You Can't Afford to Make," dive into the complexities of Medicare. They discuss the critical open enrollment period, contrasting Medigap and Medicare Advantage plans, and unravel the often confusing Medicare plan alphabet. The conversation also touches on the shift from Plan F to the more advantageous Plan G, the nuances of enrolling in Medigap, and the upcoming changes to Medicare Part D in 2023. Danielle brings her expertise to the table, explaining how inflation impacts healthcare costs and Medicare premiums, and the significance of income-related adjustments on premiums. They also explore the strategic use of Health Savings Accounts (HSAs) for covering Medicare expenses and wrap up the episode with insights from Danielle's book, offering essential guidance on avoiding common Medicare mistakes. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

Beth Pinsker, financial planning columnist, talks with Crystal Millican, senior sales director at Boomer Benefits, to answer the many questions seniors have about the yearly open enrollment period for Medicare and how to choose among plans.

Medicare's open enrollment is starting soon, so I've invited Danielle Roberts from Boomer Benefits to join me today.  In this episode, we're discussing what's new with Medicare in 2024, the important dates to remember for open enrollment, when to reevaluate your health insurance options, and how to ensure you have health coverage when traveling abroad in retirement. Press play to hear what's new in Medicare. Outline of This Episode [2:26] What's new with Medicare this year? [8:44] How often do people reconsider advantage vs. supplement and drug plans? [15:42] Bearing risk [22:00] What can you expect from your Medicare when traveling abroad? Resources & People Mentioned 5 Easily Avoidable Medicare Mistakes What to Expect as You Approach Age 65 with Danielle Roberts, Ep # 163  Connect with Danielle Roberts BoomerBenefits.com Boomer Benefits on YouTube Medicare Q&A Group on Facebook Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Join the newsletter: https://retirementstartstodayradio.com/newsletter Dive deeper into retirement planning with Ben at www.RetirementIncome.University Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify

In this episode, Cathy interviews Danielle Roberts, founding partner at Boomer Benefits and author of the best-selling book 10 Costly Medicare Mistakes You Can't Afford to Make, about all things Medicare. Whether you're new to Medicare or simply want to learn more about it so you can make an informed decision this open enrollment season, this episode is packed with useful information and unique insights. For more information and resources related to this episode, please visit the show notes.

Understanding Medicare with Danielle RobertsJoin Danielle and Katana as they discuss:How to understand the Medicare maze.The tools for becoming confident in your health care choices.The roadmap to understanding Medicare.Danielle Kunkle Roberts is a founding partner at Boomer Benefits, a national insurance agency specializing in Medicare since 2005. She is the author of the best-selling book 10 Costly Medicare Mistakes You Can't Afford to Make and is a frequent source for major news outlets such as CNBC, FOX, Yahoo Finance, Kiplinger, and MarketWatch.Danielle has appeared on more than 200 podcasts, radio shows, and TV segments to educate the public about Medicare. Danielle serves on the NAHU Medicare Advisory Group where she advocates for Medicare beneficiaries at a national level to government organizations including CMS.To learn more about Danielle, visit boomerbenfits.com.

Explanation of what it means to be a fiduciary and why that term has become a marketing buzzwordLinks in this episode:Boomer Benefits website - https://www.BoomerBenefits.comFINRA BrokerCheck - hereFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Summary of the "Section 121" exclusion of up to $500k of gain on selling your primary residenceLinks in this episode:Boomer Benefits website - https://www.BoomerBenefits.comIRS Publication 523 - hereMy podcast about the Net Investment Income Tax - hereFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Danielle Kunkle Roberts is a founding partner of Boomer Benefits, a national insurance agency specializing in Medicare since 2005. She is the author of the best-selling book, “10 Costly Medicare Mistakes You Can't Afford to Make.” Danielle helps educate Medicare recipients about their supplemental insurance options so that they can confidently choose the plan that best fits them. Policyholders have access to a customer client service team that helps them with Medicare appeals, claim denials, drug exceptions, annual Part D analysis, and much more. Boomer Benefits specializes in Medicare insurance-related products with more than 50,000 policyholders across the nation. They rank among the top national Medicare supplement producers.  Listen in for some great takeaways about Danielle's journey as an entrepreneur and her mission to educate and help the public make better Medicare decisions that will help them today and onward.  You will want to hear this episode if you are interested in... Learn more about Danielle and why she founded Boomer Benefits [3:18]  Why Danielle wrote 10 Costly Medicare Mistakes You Can't Afford to Make [7:50] Why is Medicare so confusing for the millions of Medicare beneficiaries? [10:12]  The biggest challenge that new Medicare beneficiaries face [13:10] How to prepare for enrolling in Medicare and choose suitable insurance [16:57] The tools that exist to help people learn about Medicare [21:39]  The Medicare enrollment process and the “annual election period” [22:40]  How much does Medicare cost and what does it cover? [29:13]  How Danielle grew such a large Baby Boomer following online [34:41]  Why you need to focus on your people and your processes [39:37] What Danielle did today that put her in the right mindset for success [44:00] Resources & People Mentioned Medicare: https://medicare.gov/ Social Security: https://www.ssa.gov/ Set up a Medicare account The Medicare Q&A with Boomer Benefits Facebook Group 10 Costly Medicare Mistakes You Can't Afford to Make Connect with Danielle Kunkle Roberts The website On Instagram On Twitter On Linkedin On Facebook On YouTube Connect With Mitlin Financial podcast*at*mitlinfinancial(dot)com - email us with your suggestions for topics or guests If you would like to learn more schedule a call: https://mitlin.us/FitCall https://mitlinfinancial.com  Follow on Twitter Follow on Instagram Subscribe on Youtube Follow on Linkedin Follow on Facebook Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Subscribe to Mitlin Money Mindset™ on Apple Podcasts, Spotify, Google Podcasts

Summary of the key takeaways from the 2023 Social Security Trustees ReportLinks in this episode:Boomer Benefits website - https://www.BoomerBenefits.comSSA press release about the 2023 Trustees report, with link to the full report - https://www.ssa.gov/news/press/releases/2023/#3-2023-3Facebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Josh is joined by Danielle Roberts, co-founder of Boomer Benefits, one of the most widely recognized brands in the Medicare insurance industry. She's also the best-selling author of 10 Costly Medicare Mistakes You Can't Afford to Make. They discuss updated medicare strategies amid the turbulent and inflation ridden economic climate we are currently in. Plus, the costly Medicare mistakes to avoid as you head into retirement.

Discussion of the basics of the U.S.'s monetary and banking systems, and why there have recently been multiple bank failures. And, should we be concerned about the broader banking system and more failures going forward?Links in this episode:Boomer Benefits website - https://www.BoomerBenefits.comFDIC Electronic Deposit Insurance Estimator ("EDIE") calculator - https://edie.fdic.gov/calculator.htmlFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Recently host Josh Nelson had the opportunity to visit with Danielle Roberts, a founding partner at Boomer Benefits, which is a national agency specializing in Medicare-related insurance products since 2005. She is a nationally recognized expert in the Medicare and health insurance industry and the author of the bestselling book 10 Costly Medicare Mistakes You Can't afford to Make  which is on Amazon and Barnes and Noble.  Their conversation focuses on what challenges a lot of people face as they're getting older and transitioning into retirement or early retirement, figuring out what to do for medical benefits. Danielle Roberts helps making the walk through the Medicare maze easier for you. Resources:National Association of Underwritershttp://nahu.orgBoomer Benefitshttps://boomerbenefits.com/Josh Nelsonhttp://keystonefinancial.comThe Wiser Financial Advisor Podcasthttps://www.keystonefinancial.com/podcastInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh: https://www.keystonefinancial.comEditor: Tim Leaman/info.primegen@gmail.comMarketing Director: Macy Chapmanhttps://www.keystonefinancial.com/team/macy-chapman

Recently host Josh Nelson had the opportunity to visit with Danielle Roberts, a founding partner at Boomer Benefits, which is a national agency specializing in Medicare-related insurance products since 2005. She is a nationally recognized expert in the Medicare and health insurance industry and the author of the bestselling book 10 Costly Medicare Mistakes You Can't afford to Make  which is on Amazon and Barnes and Noble.  Their conversation focuses on what challenges a lot of people face as they're getting older and transitioning into retirement or early retirement, figuring out what to do for medical benefits. Danielle Roberts helps making the walk through the Medicare maze easier for you. Resources:National Association of Underwritershttp://nahu.orgBoomer Benefitshttps://boomerbenefits.com/Josh Nelsonhttp://keystonefinancial.comThe Wiser Financial Advisor Podcasthttps://www.keystonefinancial.com/podcastInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh: https://www.keystonefinancial.comEditor: Tim Leaman/info.primegen@gmail.comMarketing Director: Macy Chapmanhttps://www.keystonefinancial.com/team/macy-chapmanInstagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh: https://www.keystonefinancial.comEditor: Tim Leaman/info.primegen@gmail.comMarketing Director: Macy Chapmanhttps://www.keystonefinancial.com/team/macy-chapman

Are you curious about the changes that are coming next year on the Retirement Answer Man show? Today, you'll have a sneak peek at one of our new segments: the Rock Life segment. Bobby Dubois joins me to discuss how to ensure that you have enough energy so that you can rock retirement.  On this episode, you'll also hear my holiday gift-buying suggestions as well as the listener questions segment. Don't miss out on hearing what to do with a settlement, whether to file for Social Security if you are still working, and whether you should simplify your investments in retirement.  Don't miss this episode to hear the answers to these listener questions, get a preview of what's to come next year, and to get some fantastic gift ideas.  My holiday gift guide Buying and receiving gifts later in life can be challenging since many of us already have so much. I prefer to give experiences over anything else, but when an experience isn't appropriate a game is my go-to gift. These are some of the games that I enjoy playing or might make great gifts for someone you love Sequence - easy enough for the whole family to enjoy Quix - a fast-paced dice game Euchre - a midwesterner's favorite Left Center Right - this can actually be played with dice or cards Ticket to Ride - a longer board game that's worth learning Pictionary - great for parties Scattergories - another classic party game Kids Against Maturity - a twist on Cards Against Humanity that might be more appropriate for the family Play Nine - when golf meets cards Tri-Ominos - a triangular domino game Listen in to hear what our listeners recommend. One listener has a fantastic tip for learning new games.  Should James apply for Social Security while still working full-time? James is still working and approaching full retirement age. He would like to apply for Social Security but continue to work yet he is confused by the whole process. There isn't much information about collecting Social Security while working full time.  An added complication is that signing up for Social Security will automatically enroll him in Medicare. However, he still has healthcare coverage through his employer and would like to continue his employer's coverage.  James is right. There isn't much information about collecting Social Security and enrolling in Medicare while still employed full-time. And what is out there is really confusing.  You can collect Social Security at full retirement age while still working. The financial ramifications may push you into a higher tax bracket.  Boomer Benefits can help you navigate Medicare's complexities One aspect of choosing to collect Social Security at full retirement age is that it will automatically enroll you in Medicare part A. Parts B and D can be delayed, but they must be turned on within eight months of leaving your employer-sponsored health plan. The good news is that Medicare part A will coordinate with your health insurance if you end up hospitalized.  Since there are so many difficulties in navigating this question, I recommend that anyone in this situation contact a Medicare navigator like Boomer Benefits. Boomer Benefits is a company that deeply understands Medicare and the entire enrollment process. They don't charge the consumer and aren't trying to sell you anything–they are simply trusted advisors. They have numerous educational resources both on their website and on YouTube. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN GIFT BUYING GUIDE [1:34] Roger's holiday gift buying guide LISTENER QUESTIONS [10:30] Should James file for Social Security if he is still working? [14:10] What to do with a settlement [23:10] Whether to simplify investments [29:20] If I just retired can I still make a Roth contribution? ROCK LIFE SEGMENT WITH DR. BOBBY DUBOIS [30:37] The 3 pillars to building energy in our lives [34:32] Intentionally observe what works for you TODAY'S SMART SPRINT SEGMENT [45:00] Go buy a game or experiment on yourself Resources Mentioned In This Episode Cozy Earth - enter RAM at checkout to receive a 35% discount! Boomer Benefits Boomer Benefits on YouTube Whoop Oura Ring Stacking Benjamins Rock Retirement Club Roger's YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Roger's Retirement Learning Center

Have you been wondering how to best prepare for the end of the tax cuts coming up in 2026? One of our listeners is and they would like to know how Roth conversions should factor into planning for the end of those tax cuts. You might be surprised by my response to her question, so don't miss out on the listener questions segment today to hear my answer. If you are Medicare aged you'll want to pay attention to the Retirement Headlines segment today as we discuss Medicare's open enrollment period. You'll learn what changes to pay attention to and why. Make sure to press play to hear what you need to know about Medicare's open enrollment period, how to plan for the tax cut sunset, and a special announcement regarding the show. Outline of This Episode [3:02] What's new for Medicare open enrollment [8:52] How to prepare for the 2026 tax code changes Resources & People Mentioned What's New for Open Enrollment from Investment News Retirement Repair Shop podcast with Mary Beth Franklin Medicare series with Danielle Roberts - Episodes 163, 164, 165, 166 Boomer Benefits on YouTube Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify

Part 2 of 2 of my discussion with Danielle Roberts, founder of Boomer Benefits, to talk about all things Medicare (original recording was from October 2020)Links in this episode:2023 Medicare Parts A & B premiums and deductibles, as well as Medicare surcharge (aka "IRMAA") income levels and surcharge amounts - here2023 Medicare Part D catastrophic coverage out of pocket limit - hereBoomer Benefits website - www.boomerbenefits.comDanielle's book - 10 Co$tly Medicare Mistakes You Can't Afford to MakeBoomer Benefits Facebook group - Medicare Q & A with Boomer BenefitsBoomer Benefits YouTube channel - Boomer Benefits - Medicare ExpertMy Facebook group - Taxes in RetirementMy YouTube channel - Retirement Planning DemystifiedMy Newsletter - Retirement Planning Insights

Part 1 of 2 of my discussion with Danielle Roberts, founder of Boomer Benefits, to talk about all things Medicare (original recording was from October 2020)Links in this episode:2023 Medicare Parts A & B premiums and deductibles, as well as Medicare surcharge (aka "IRMAA") income levels and surcharge amounts - here2023 Medicare Part D catastrophic coverage out of pocket limit - hereBoomer Benefits website - www.boomerbenefits.comDanielle's book - 10 Co$tly Medicare Mistakes You Can't Afford to MakeBoomer Benefits Facebook group - Medicare Q & A with Boomer BenefitsBoomer Benefits YouTube channel - Boomer Benefits - Medicare ExpertMy Facebook group - Taxes in RetirementMy YouTube channel - Retirement Planning DemystifiedMy Newsletter - Retirement Planning Insights

If you are getting close to retirement you have probably been watching the financial news to help you stay up to date with what is going on in the world. If so, you won't want to miss out on hearing why this is not a good idea.  Today, I'll also answer questions about bonds, charitable gifting, and how to find a financial advisor. Make sure to stick around until the end to hear about upcoming changes to Medicare with, Medicare expert, Danielle Roberts from Boomer Benefits.  Keeping up with the news won't help you navigate your way through retirement Have you read the news lately? It's not pretty out there. Inflation, bear markets, rising interest rates, political craziness, a poor economy: it's non-stop fear peddled 24-7. Staying up with the news will not help you navigate your retirement journey. Trying to stay on top of the news will only bring you more stress and worry. You're not going to weather this bear market by keeping up with the headlines. Instead, you'll navigate it by getting to the bottom of things, relaxing, using a process, and making a judgment call. If you are interested in the process that we teach, join one of our live meetups on October 27 or 29. Register at LiveWithRoger.com Should I switch my bond portfolio to CDs? When choosing which type of investments to own it is crucial to use a process and consider what the money will be used for. You'll need to ensure that you have an emergency fund and 5 years of prefunded consumption before building your long-term income floor. You can prefund your first 5 years of consumption with individual assets that mature when you need them by using CDs, treasury bills, Treasury Inflation-Protected Security (TIPS), MYA-guaranteed annuities, or individual bonds. Build this income floor by creating an income ladder that matures at the time you will need to use it. The current market is a good example of why you wouldn't want to use stocks and bond funds for these first 5 years of cash on hand.  Beyond the first 5 years, you'll build a portfolio that contains a mix of stocks and bonds. At this point, rather than buying individual bonds you may want to purchase ETFs and managed index bonds. This way, as interest rates rise, the funds get reinvested back into your portfolio.  By ensuring that you won't need these funds for 5+ years, you don't have to worry about the markets or rising interest rates.  Look out for these upcoming changes to Medicare Medicare's annual open enrollment period is coming up soon, so Danielle Roberts joins me to discuss the real and potential changes coming to this essential benefit. Listen in to learn about the crucial difference between the annual open enrollment period and the one-time-only initial enrollment period that occurs when you turn 65.  You'll also hear about how recent legislation will change drug coverage for many common drugs. Danielle offers a wealth of information, so you won't want to miss out on her expertise. Stick around until the end to hear her take on what is happening in Medicare news.  OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [2:11] Staying on top of the news will only bring you more stress and worry LISTENER QUESTIONS [7:23] Should I switch my bond portfolio to CDs? [12:07] What to use for your middle bucket [13:48] On using charitable gift annuities in retirement planning [17:27] How to find a financial advisor to help plan retirement [21:44] Should taxable and tax-free assets be weighted differently on a net worth statement? MEDICARE NEWS WITH DANIELLE ROBERTS FROM BOOMER BENEFITS [24:53] Changes to Medicare to look out for [37:30] What to look out for in your mailbox [45:35] Potential changes upcoming in 2023 TODAY'S SMART SPRINT SEGMENT [47:20] Stop trying to stay on top of things Resources Mentioned In This Episode LiveWithRoger.com - Make sure to secure your spot for the live event on October 27 or 29! Boomer Benefits RetireAgile.com NAPFA.org can help you find a fee-only, fiduciary financial advisor Rock Retirement Club Roger's YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Roger's Retirement Learning Center

Today we're talking all things Medicare with Danielle Roberts. Danielle is a Medicare expert and the co-founder of Boomer Benefits, an insurance agency helping people across the country understand Medicare and their insurance options. She's also the author of 10 Costly Medicare Mistakes You Can't Afford To Make. If you have Medicare questions and you're not sure where to start, I think you'll get a lot of value from our conversation on this episode of The Atomic Retirement podcast!Medicare Open Enrollment 2023 starts October 15, 2022 and runs until December 7, 2022.Resources Mentioned10 Costly Medicare Mistakes You Can't Afford to Make by Danielle RobertsBoomer Benefits Medicare Blog Boomer Benefits YouTube ChannelMedicare.gov Website Medicare & You 2023 Handbook2023 Medicare Premiums, Deductibles, and Co-Insurance AmountsIncome-Related Monthly Adjustment Amount (IRMAA) Life-Changing Event Form SSA-44Start Your Atomic Retirement Journey

This episode features a Medicare expert's perspective on healthcare from Danielle Roberts. She joined the Perspectives on Healthcare Podcast with Rob Oliver from Texas. Danielle is the founder of Boomer Benefits, a company that helps members of the Baby Boomer generation navigate the transition from traditional healthcare to Medicare. She is a member of Generation X. Here are 3 things that stood out as Danielle Roberts shared a Medicare expert's perspective on healthcare: · Medicare brokers work with multiple insurance plans to provide health plans that fill in the gaps that Medicare doesn't cover. · There are over 1 million providers that accept Medicare. Your access to them depends on your health plan. · HMOs and PPOs were the impetus for tipping the decision-making for a plan of treatment from the medical professional to the insurance company. You can learn more about Danielle Roberts and Boomer Benefits through the links below: Website https://boomerbenefits.com/ Twitter http://www.twitter.com/boomerbenefits Facebook http://www.Facebook.com/boomerbenefits Instagram http://www.instagram.com/boomerbenefits LinkedIn https://www.linkedin.com/company/boomer-benefits/ To connect with the show on social media use the links below: Twitter: http://twitter.com/yourkeynoter Facebook: http://facebook.com/yourkeynoter Instagram: http://instagram.com/yourkeynoter LinkedIn: http://linkedin.com/company/yourkeynoter YouTube: https://www.youtube.com/channel/UC9ub8CjRQAmXsOEA4s9AYbw We would love to hear from you. Visit the “Contact Us” form: https://www.perspectivesonhealthcare.com/contact/ Look around the website for more Perspectives on Healthcare. Disclaimer: All opinions expressed by guests on the Perspectives on Healthcare Podcast are solely the opinion of the guest. They are not to be misconstrued as medical diagnoses or medical advice. Please consult with a licensed medical professional before attempting any of the treatments suggested.

This episode features a Medicare expert's perspective on healthcare from Danielle Roberts. She joined the Perspectives on Healthcare Podcast with Rob Oliver from Texas. Danielle is the founder of Boomer Benefits, a company that helps members of the Baby Boomer generation navigate the transition from traditional healthcare to Medicare. She is a member of Generation X. Here are 3 things that stood out as Danielle Roberts shared a Medicare expert's perspective on healthcare: · Medicare brokers work with multiple insurance plans to provide health plans that fill in the gaps that Medicare doesn't cover. · There are over 1 million providers that accept Medicare. Your access to them depends on your health plan. · HMOs and PPOs were the impetus for tipping the decision-making for a plan of treatment from the medical professional to the insurance company. You can learn more about Danielle Roberts and Boomer Benefits through the links below: Website https://boomerbenefits.com/ Twitter http://www.twitter.com/boomerbenefits Facebook http://www.Facebook.com/boomerbenefits Instagram http://www.instagram.com/boomerbenefits LinkedIn https://www.linkedin.com/company/boomer-benefits/ To connect with the show on social media use the links below: Twitter: http://twitter.com/yourkeynoter Facebook: http://facebook.com/yourkeynoter Instagram: http://instagram.com/yourkeynoter LinkedIn: http://linkedin.com/company/yourkeynoter YouTube: https://www.youtube.com/channel/UC9ub8CjRQAmXsOEA4s9AYbw We would love to hear from you. Visit the “Contact Us” form: https://www.perspectivesonhealthcare.com/contact/ Look around the website for more Perspectives on Healthcare. Disclaimer: All opinions expressed by guests on the Perspectives on Healthcare Podcast are solely the opinion of the guest. They are not to be misconstrued as medical diagnoses or medical advice. Please consult with a licensed medical professional before attempting any of the treatments suggested.

Guests: Danielle Roberts - Founding Partner at Boomer Benefits talks "10 Costly Medicare Mistakes You Can't Afford to Make", Jodie Sacco - Founder of ActionCOACH Las Vegas discusses "How Entrepreneurs Can Avoid Burnout and Protect Their Mental Health"

Have you considered the legacy you will leave to those whose lives you touch? Does leaving a legacy need to be financial or something more?  This month we explore how to leave a lasting legacy in an organized way. You'll learn the ways that you can leave an enduring legacy during your life and beyond.  Today we are defining legacy and noodling on what that means both financially and non financially. Next week, we'll discuss the different strategies that you can use to leave a financial legacy, the following week we'll explore non-financial legacies, and in the 4th episode of this series, you'll learn how to create your own legacy strategy.  Live a life true to yourself Some people are spurred into retirement because they have trouble compartmentalizing work and so it bleeds into other areas of their lives. They choose retirement to escape the pace of a grueling work life. However, many high performers experience a lot of guilt upon retirement. They may feel an obligation to their team or their clients to continue working and feel held back by other people's expectations, but living a life true to yourself means letting go of others' expectations.  Learn how to not just survive retirement, but gain the confidence to rock retirement. Sign up for the 6-Shot Saturday newsletter to receive a weekly email with a summary of the answers to the questions from the show, plus links, tools, books, and other resources that will help you on your retirement journey What do you think of when you hear the word legacy?  When you hear the word legacy do you simply think of money or does legacy mean something more?  My mom died young–she was only 48 when she passed. When I think back on her legacy I don't consider the check I received from the lawyer a few months later. Instead, I am reminded of our conversations and debates on how best to live life. You could say that this podcast is an indirect result of her legacy.  Mom insisted on living a life of delayed gratification so that she could save for the future–a future that she never got to enjoy. I argued that living life in the present was the way to go. However, finding a balance between living well today and delaying gratification is the best way to live a life without regret. Ultimately, that is what this podcast is all aobut.  What does legacy mean?  The dictionary defines legacy as money or property given in a will, or something handed down from an ancestor.  When you die you will leave a legacy. What you choose to leave behind is up to you.  A nonfinancial legacy includes lessons, memories, and experiences that you share with others. How are you actively working to build a nonfinancial legacy in retirement?  A financial legacy could be money, property, or other mementos that generally come to your loved ones in a sterile way. A financial legacy could give your heirs the financial fuel they need to get started or continue on their journey through life. Make sure to tune in next week to hear what tools you can use to build your financial legacy.  OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [5:35] What do you think of when you hear the word legacy? LISTENER QUESTIONS [14:48] A Daily Stoic blog post [16:14] Responses to Wendy's question about postponing travel [19:03] A Roth conversion question from Joel [22:22] Joe's question on planning for inflation [27:12] What should Joe's CFP be doing in response to the current market conditions? [33:02] Where I learned to fly fish in Colorado TODAY'S SMART SPRINT SEGMENT [34:17] Expand your thinking on legacy Resources Mentioned In This Episode Legacy Is Not for You from the Daily Stoic blog Boomer Benefits - check out their FREE 6-day mini-course! Episode 429 - Should I Retire Earlier If I Have Health Issues? IRS Publication 505 Rock Retirement Club Roger's YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Roger's Retirement Learning Center  

Recently host Josh Nelson had the opportunity to visit with Danielle Roberts, a founding partner at Boomer Benefits, which is a national agency specializing in Medicare-related insurance products since 2005. She is a nationally recognized expert in the Medicare and health insurance industry and the author of the bestselling book 10 Costly Medicare Mistakes You Can't afford to Make  which is on Amazon and Barnes and Noble.  Their conversation focuses on what challenges a lot of people face as they're getting older and transitioning into retirement or early retirement, figuring out what to do for medical benefits. Danielle Roberts helps making the walk through the Medicare maze easier for you. Resources:National Association of Underwritershttp://nahu.orgBoomer Benefitshttps://boomerbenefits.com/Josh Nelsonhttp://keystonefinancial.comThe Wiser Financial Advisor Podcasthttps://www.keystonefinancial.com/podcast

Join in on the conversation between Gaylan Hendricks and Danielle Kunkle-Roberts of Boomer Benefits. Find out where her work ethic and inspirations comes from. Listen to how the enemy of self doubt at the beginning of her career was overcome. And what Accomplished dreams she still has set for her future, does it involve insurance... listen in to find out!

Danielle Roberts – The Confident Retirement Podcast with Kris Flammang Episode 047 Solving the "Medicare wordle" in one episode? Done! Featuring Danielle Roberts, Founding Partner, Boomer Benefits  Danielle Roberts always knew she wanted to work with the elderly, but she didn't know how. Now she serves that group exclusively. It started when her insurance clients kept asking if she could help their parents with the Medicare maze of options and complexities. Danielle is a founding partner at Boomer Benefits, a national insurance agency specializing in Medicare since 2005. She is also the author of the best-selling book 10 Costly Medicare Mistakes You Can't Afford to Make and is often a featured guest for CNBC, FOX, Yahoo Finance, Kiplinger, and MarketWatch. Danielle also serves on the NAHU Medicare Advisory Group, where she advocates for Medicare beneficiaries at a national level to government organizations, including CMS.  Highlights of our conversation include: The challenge of working in the insurance industry and lessons learned. The joy of handholding clients through the Medicare journey. Research Medicare at least six months before you turn 65 when enrollment is mandatory. Understand Election Periods when you can or can't get insurance. What to know about the “supplementals.” Catastrophic limits set by Medicare each year. Understanding the ACA, Affordable Care Act, and the health insurance exchange. Enjoy the show! Connect with Danielle: Website: https://boomerbenefits.com/ Connect with Kris: Website: https://www.lpfadvisors.com/ LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/ Twitter: https://twitter.com/kflammang? Learn more about your ad choices. Visit megaphone.fm/adchoices

Retirement is a journey into the unknown that can be intimidating. This is why you need to build up confidence in your plan so that you can rock retirement. To build your confidence it is important to master the fundamentals which simply means that you must practice them over and over again.  Last week you learned to let go of the things that are out of your control and how to concentrate on working with the controllables by using an agile approach. This will give you the agency you need to prosper in retirement.  Today we'll focus on developing an inspiring goal for your future. Over the rest of the month, we'll explore the pathways to get you to your goal. If you are ready to learn how to rock retirement press play now.  4 roadblocks that could hinder fulfilling your vision With retirement on the horizon, you are ready to jump right in, but there can be some things that could hinder your progress.  The paradox of choice Who do you want to be when you grow up? This is a challenging question when you are already in your 50s or 60s. You have competency and interest in many domains at this stage of life, so it can be hard to choose what you want for your future. Or you may feel that when you set your goals they are set in stone since there's not a long time to change course. Don't worry about this because you will change your mind. Life unfolds in twists and turns and plans will change. Don't let the paradox of choice paralyze you.  Start retirement with a clean slate If you are like most of us, your life has been organized around your work or children. When you retire, your commute disappears and your kids are will have been sprung. You can now design your life any way you want. Think about how you can start your new life fresh from a clean slate.  The accumulation mindset  You have been a good saver your whole life and at this point, you have built up your net worth. Having these assets is comforting, so it can be challenging to begin to use your savings. However, you chose to defer that income to provide for your life in retirement. Eventually, the balance in your retirement accounts will level off or go down. You'll have to overcome the fact that your savings are no longer growing. It is important to get over your frugality mindset to enjoy all that you have accumulated.  Tomorrow is the day We often plan retirement thinking about tomorrow. We think that tomorrow is the day that we will start x, y, or z. But it is important to remember that we are not guaranteed any tomorrows. To truly rock retirement you have to live for today. Today is the day to show up and pay attention to your life. Life is happening now, so rock your life today. How to create a vision for your future Before you begin to financially plan for retirement you need to create a vision for your future. One way to do that is to use the wisdom from those at the end of their lives to make the most of your own. Listen in to hear the top 5 regrets of the dying to help you make the most of your own life. Have you given much thought to your values? Spend some time establishing your values so that you can envision building a life that is true to yourself. Once you have created a vision for your future you can create a plan to make it feasible. Don't miss next week's episode to learn how to create the pathways to reach your retirement vision. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [3:57] Who do you want to be when you grow up? [6:05] Your life is organized around your work [9:07] Tomorrow is the day [12:02] A 3 step process to create a vision for your future [19:10] How to bring these goals into a financial perspective LISTENER QUESTIONS [25:57] A question on the 4% expected return used in the Retirement Plan Live webinar [29:43] Why use a 5% expected return rate? [33:35] A question on delaying taking RMDs [35:50] How I pick case studies for Retirement Plan Live [40:03] What to do with an inherited IRA TODAY'S SMART SPRINT SEGMENT [44:08] Create a compelling vision for your retirement Resources Mentioned In This Episode Check out Boomer Benefits for all your Medicare questions! BOOK - Wooden by John Wooden BOOK - The Top 5 Regrets of the Dying by Bronnie Ware Rock Retirement Club Roger's YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Work with Roger Roger's Retirement Learning Center

Josh Jalinski, The Financial Quarterback, is joined by Danielle Roberts is the co-founder of Boomer Benefits, a top-producing insurance agency that serves tens of thousands of clients each year across 48 states and is one of the most widely recognized brands in the Medicare insurance industry. In 2020, she wrote the best-selling book 10 Costly Medicare Mistakes You Can't Afford to Make, which helps beneficiaries avoid critical but all too common Medicare pitfalls. Danielle is also a passionate advocate for the National Association of Health Underwriters, where she has served as a past president of the Fort Worth chapter and is currently the Medicare chairperson for the Texas chapter. In this segment, Danielle gives us some important dates to remember in the Medicare timeline and what changes people should consider making to their Medicare plan along the way. Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.

Josh Jalinski, The Financial Quarterback, is joined by Danielle Roberts is the co-founder of Boomer Benefits, a top-producing insurance agency that serves tens of thousands of clients each year across 48 states and is one of the most widely recognized brands in the Medicare insurance industry. In 2020, she wrote the best-selling book 10 Costly Medicare Mistakes You Can't Afford to Make, which helps beneficiaries avoid critical but all too common Medicare pitfalls. Danielle is also a passionate advocate for the National Association of Health Underwriters, where she has served as a past president of the Fort Worth chapter and is currently the Medicare chairperson for the Texas chapter. In this segment, Danielle and Josh discuss how Medicare has changed since the pandemic and the rise of telehealth appointments. Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.

Josh Jalinski, The Financial Quarterback, is joined by Danielle Roberts is the co-founder of Boomer Benefits, a top-producing insurance agency that serves tens of thousands of clients each year across 48 states and is one of the most widely recognized brands in the Medicare insurance industry. In 2020, she wrote the best-selling book 10 Costly Medicare Mistakes You Can't Afford to Make, which helps beneficiaries avoid critical but all too common Medicare pitfalls. Danielle is also a passionate advocate for the National Association of Health Underwriters, where she has served as a past president of the Fort Worth chapter and is currently the Medicare chairperson for the Texas chapter. In this segment, Danielle gives some good advice when you "jump to G," and how the rules change from state to state. Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.

In the session of the Everyday Bucket List Podcast, I chat with Danielle Kunkle Roberts of BoomerBenefits.com of Fort Worth, Texas. Find things to do in & around Fort Worth, Texas. Whether you're looking to make plans this weekend or you're hoping to land tickets to the Texas Motor Speedway down the road, listen to a wide variety of activities to do such as seeing a rodeo, visiting the stockyards or going to the largest Honky Tonk called Billy Bob's. Also, hear what Texas Fort Worth hotels she recommends. Show Notes: Click the link below or you can copy and paste it into the browser. https://karencordaway.com/hotels-in-fort-worth-texas/

akaRadioRed welcomes two creatives talking about fun ways to earn extra money. Kimberly Stewart of Be Weird Make Money is a Profit From Your Passions consultant who helps design super-personalized income streams for people who feel like they don't fit into cultural norms. She specializes in Hallowe'en-based and gaming-based businesses. www.beweirdmakemoney.com Danielle Roberts is a Medicare expert and co-founder of Boomer Benefits, a licensed insurance agency helping baby boomers navigate entry into Medicare in 48 states. She blogs about creative side hustles for post-retirement boomers to earn extra income. daniellekroberts.com/best-side-hustle-ideas-for-retirees Join akaRadioRed for Read My Lips: Getting Your Creative Side Hustle On.

Danielle Roberts is a Medicare expert and the co-founder of Boomer Benefits, a licensed insurance agency that helps baby boomers navigate their entry into Medicare in 48 states. She is the Author of the best-selling book 10 Costly Medicare Mistakes You Can't Afford to Make, which helps beneficiaries avoid critical but all too common Medicare pitfalls.  Danielle is a member of the Forbes Finance Council and a past president of the Fort Worth chapter of the National Association of Health Underwriters. She now serves on the state board as its Medicare chairperson. She has appeared on more than 100 podcasts, radio stations, and TV segments as a Medicare resource, and has over 600,000 followers on social media. https://boomerbenefits.com https://www.facebook.com/BoomerBenefits https://www.youtube.com/c/BoomerBenefits http://www.linkedin.com/in/daniellekunkle/

Danielle Roberts is a Medicare expert and the co-founder of Boomer Benefits, a licensed insurance agency that helps baby boomers navigate their entry into Medicare in 48 states. She is the Author of the best-selling book 10 Costly Medicare Mistakes You Can't Afford to Make, which helps beneficiaries avoid critical but all too common Medicare pitfalls.  Danielle is a member of the Forbes Finance Council and a past president of the Fort Worth chapter of the National Association of Health Underwriters. She now serves on the state board as its Medicare chairperson. She has appeared on more than 100 podcasts, radio stations, and TV segments as a Medicare resource, and has over 600,000 followers on social media. https://boomerbenefits.com https://www.facebook.com/BoomerBenefits https://www.youtube.com/c/BoomerBenefits http://www.linkedin.com/in/daniellekunkle/

Danielle Roberts is a Medicare expert and the co-founder of Boomer Benefits, a licensed insurance agency that helps baby boomers navigate their entry into Medicare in 48 states. She is the Author of the best-selling book 10 Costly Medicare Mistakes You Can't Afford to Make, which helps beneficiaries avoid critical but all too common Medicare pitfalls.  Danielle is a member of the Forbes Finance Council and a past president of the Fort Worth chapter of the National Association of Health Underwriters. She now serves on the state board as its Medicare chairperson. She has appeared on more than 100 podcasts, radio stations, and TV segments as a Medicare resource, and has over 600,000 followers on social media. https://boomerbenefits.com https://www.facebook.com/BoomerBenefits https://www.youtube.com/c/BoomerBenefits http://www.linkedin.com/in/daniellekunkle/

Join us in this episode for a breakdown of what Medicare is, the main parts of Medicare, how to sign up for it, and major pitfalls and penalties to avoid! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Danielle Roberts and Boomer Benefits help people and families to plan and transition into their retirement years. Many of us fail to plan for our medical needs in our retirement years putting stress on the entire family. Danielle shares a little of wisdom and several steps to make the transition much less stressful and smooth. Retirement doesn’t have to be scary or difficult, and a little wisdom from a mentor really helps. Discover more about Danielle Roberts at https://www.boomerbenefits.com/ For a complimentary copy of The Millionaire Choice: Millionaire or Not. You Can Choose. and the Creating Millionaire Families eBook, visit themillionairechoice.com.See omnystudio.com/listener for privacy information.

Medicare planning for women and their families can be confusing.Should you get a Medicare Advantage plan?What about Medigap?When do you enroll?The list of questions is nearly endless.That's why, on this episode of Women's Retirement Radio, I'm excited to be joined by Danielle K. Roberts, co-founder of Boomer Benefits.Danielle and Boomer Benefits are based in Fort Worth, Texas, and serve clients across the country by helping them evaluate and make more informed decisions about their Medicare coverage.In this episode, we cover many things related to Medicare including:When you should start thinking about MedicareSome aspects of Medicare that are surprising to manyAnd a couple of great stories about how Boomer Benefits have helped folks like you out with their Medicare coverageHere are some of the resources mentioned in this episode:Boomer Benefits WebsiteDanielle's LinkedIn ProfileWealthcare for Women's Medicare Resources PageBoomer Benefits on Social Media   Facebook   Facebook Group   Instagram   Twitter   Pinterest   YouTubeWebinarsLearn Medicare 6-Day Mini CourseThanks for listening. I invite you to subscribe and share this podcast with your friends and family.Visit my website to learn more.Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message

Medicare is the US National Healthcare program for people over 65. It's comprised of two parts: A & B, which cover ~80% of costs. The rest is filled in with things called Part C, D, and Medigap, which are supplements you can sign up for during the yearly election period. There are lots of things to consider when making decisions about these moving parts. Because making the wrong choices can cost you money. The annual election period runs from October 15th to December 7th. Medicare recipients receive information in the mail a few weeks prior to this period. There is also a lot of commercial attention on the TV. Danielle Roberts is a medicare insurance expert and is going to help us understand how it all works. She first appeared on engAGING Conversations last year, on episode 031, so I encourage you to listen to that episode too. Listen to today's episode to learn: When you need to sign up for Medicare What the Annual notice of change is and why you need to pay attention to it What the different parts of the Medicare Program are Things to consider when choosing your plan Why you should consider a prescription drug plan even if you don't take prescription drugs What Medicare does not cover Find out more about Danielle and her company at Boomer Benefits and follow them on Facebook Twitter Instagram

She is the co-founder of Boomer Benefits, an award-winning and top-producing insurance agency that specializes in Medicare insurance for baby boomers. She enjoys sharing how she and her business partner bootstrapped their agency from a first-year income of $13,000 to a multi-million-dollar revenue in 2018 while serving clients in 47 states. She is a leading producer for Cigna, Mutual of Omaha, Aetna, and more.  She's also a former magazine editor who has been featured in Forbes, Huffington Post, and more. She definitely knows insurance.

Danielle Kunkle Roberts : Co-owner of @Boomer Benefits, an award-winning, national top producer with a nearly 8-figure annual revenue and over 190,000 social media followers. Danielle is a member of the Forbes Finance Council and is past president of the Fort Worth chapter of the National Association of Health Underwriters (NAHU). She enjoys writing articles about Medicare, retirement and personal finance for Forbes and many other publications. Watch the full episode here: https://projectegg.co/retirement-benefits About Project EGG: The Project EGG Show is a video talk show that introduces you to entrepreneurs from around the world. It is broadcast from studios in Metairie, Louisiana to online platforms including YouTube, iTunes, Google Play, Spotify and Stitcher, and hosted by Ben Gothard. Our goal is to give you a fresh, unscripted and unedited look into the lives of entrepreneurs who are chasing their dreams. From business owners running $100 million dollar companies to Forbes 30 Under 30 recipients – we present their real stories – uncensored and uncut. Get More Involved: 1. Leave A Review & Subscribe On iTunes: https://projectegg.co/itunes 2. Subscribe On YouTube: https://projectegg.co/youtube 3. Access Our Top Resource Recommendations: https://projectegg.co/resources 4. Visit Our Shop For Premium Content: https://projectegg.co/shop 5. Rep Your Own Official Project EGG Merch: https://projectegg.co/merch --- Support this podcast: https://anchor.fm/projectegg/support

Medicare...ahhhh harder than rocket science. Medicare makes Social Security planning seem like you're on the beach watching the kids play. But thankfully, there are people who know a thing or two about Medicare. Danielle Roberts is one. And in this video we interview her about all things Medicare. ================================ Get the PDF version of my Tax Bomb book for free follow this link. https://mailchi.mp/7e528cd3cfb3/taxbomb Be on the lookout for my 4th book coming out soon, YOU CAN RETIRE ON SOCIAL SECURITY! If you like what you see, a thumbs up helps A LOT. It tells YouTube that people are engaged and so the Youtube algorithm will show the video to others who may be interested in the content. So, give me a thumbs up, please! Don't forget to SUBSCRIBE by clicking here: https://www.youtube.com/channel/UCSEzy4i9xrKPoaU9z0_XbmA?sub_confirmation=1 My Amazon Product page: https://www.amazon.com/shop/heritagewealthplanning Anything you buy there Amazon pays me a commission. Much appreciated! If you received value from this video and/or channel, and want to say thanks, feel free to send a donation via Paypal. I'm not too proud to ask! https://bit.ly/2Gq1QsE Contact me: Josh@heritagewealthplanning.com GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It https://amzn.to/2LHwQpt Strategic Money Planning: 8 Easy Ways To Put Your House In Order https://amzn.to/2wKGi50 State by State Tax Guide For Retirees: https://amzn.to/2A1TmkH GET ALL MY LATEST BLOGPOSTS: https://heritagewealthplanning.com PODCAST: https://itunes.apple.com/us/podcast/josh-scandlen-podcast/id1368065459?mt=2 http://heritagewealthplanning.com/category/podcasts/ LET'S SOCIALIZE! Facebook: http://Facebook.com/heritagewealthplanning Linkedin: https://www.linkedin.com/in/joshscandlen/ Quora: https://www.quora.com/profile/Josh-Scandlen My SubscribeStar Page: https://www.subscribestar.com/joshscandlen --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support

Danielle Roberts owns the Boomer Benefits Youtube channel, Facebook page...and , course, actual business. She reached out to me a few weeks ago so I could share some thoughts with her audience that you don't need MILLIONS to retire. Unfortunately, the reach of Suze Orman and others is wide and deep and so many, many people are grinding away, at their crappy, old jobs, for fear of running out of money. So, they never liberate themselves. Sad....just sad. Here's all of Danielle's contact info. To read our blog post on 50 Ingenius Ways to Earn Extra Money in Retirement, click here: https://boomerbenefits.com/50-ways-to... Boomer Benefits provides free claims support for life for all of our Medigap and Medicare Advantage policyholders so that you are never alone in dealing with Medicare. We are licensed in 47 states and we are a top-producing, award winning agency with over 2000 5-star reviews from Medicare beneficiaries just like you. New to Medicare? Attend our FREE Medicare 101 Webinar: https://boomerbenefits.com/webinars Get our FREE 6-Day Medicare Video Email course with bonus Medicare cost worksheet: http://boomerbenefits.link/mini-course To learn about Medicare and Employer Coverage: https://boomerbenefits.com/new-to-med... Join our 190,000 Fans on Facebook: http://www.facebook.com/BoomerBenefits ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Subscribe for NEW YouTube Videos! Be sure to hit the bell to be notified whenever we publish them: https://boomerbenefits.link/subscribe ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ================================ Get the PDF version of my Tax Bomb book for free follow this link. https://mailchi.mp/7e528cd3cfb3/taxbomb Be on the lookout for my 4th book coming out soon, YOU CAN RETIRE ON SOCIAL SECURITY! If you like what you see, a thumbs up helps A LOT. It tells YouTube that people are engaged and so the Youtube algorithm will show the video to others who may be interested in the content. So, give me a thumbs up, please! Don't forget to SUBSCRIBE by clicking here: https://www.youtube.com/channel/UCSEzy4i9xrKPoaU9z0_XbmA?sub_confirmation=1 My Amazon Product page: https://www.amazon.com/shop/heritagewealthplanning Anything you buy there Amazon pays me a commission. Much appreciated! If you received value from this video and/or channel, and want to say thanks, feel free to send a donation via Paypal. I'm not too proud to ask! https://bit.ly/2Gq1QsE Contact me: Josh@heritagewealthplanning.com GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers! The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It https://amzn.to/2LHwQpt Strategic Money Planning: 8 Easy Ways To Put Your House In Order https://amzn.to/2wKGi50 State by State Tax Guide For Retirees: https://amzn.to/2A1TmkH GET ALL MY LATEST BLOGPOSTS: https://heritagewealthplanning.com PODCAST: https://itunes.apple.com/us/podcast/josh-scandlen-podcast/id1368065459?mt=2 http://heritagewealthplanning.com/category/podcasts/ LET'S SOCIALIZE! Facebook: http://Facebook.com/heritagewealthplanning Linkedin: https://www.linkedin.com/in/joshscandlen/ Quora: https://www.quora.com/profile/Josh-Scandlen My SubscribeStar Page: https://www.subscribestar.com/joshscandlen --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support