Podcast appearances and mentions of danielle kunkle roberts

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.

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!

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.

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

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!

Medicare at 60? DVH built into Medicare? Best AEP Prep and Practices? You need to watch this one! Danielle Kunkle Roberts brings her years of expertise to the table. Her company has grown to now over 100 employees and they rank high on Google searches related to Medicare. She is the Content Queen and friend so I was glad to have her on to discuss all these awesome topics. You'll want to make sure and watch this!

I had the pleasure of interviewing not 1 but 2 Queens on the same episode live from 8% Nation in Dallas! I was so honored to be able to sit down and speak with two trailblazers in our industry, Gaylan Hendricks and Danielle Kunkle Roberts! We weighed in on the state of our industry and what we see ahead! You all are gonna love this interview, enjoy!

What happens if you are unsatisfied with the level of coverage and support you get with your current Medicare plan? Are you stuck in that plan forever? Are there benefits to exploring and switching to different Medicare plans? In this episode, you'll hear from our returning guest, Danielle Kunkle Roberts as we complete our three-part interview covering the ins and outs of Medicare.  Danielle co-founded Boomer Benefits in 2005 in Fort Worth, TX. Boomer Benefits is an award-winning insurance agency for national insurance carriers such as Blue Cross Blue Shield, Aetna, Cigna, Mutual of Omaha, and many other A-rated carriers. Danielle and her team are licensed in 48 states. To help us better understand Medicare, Danielle has agreed to join me for a three-part interview as we dive into Medicare and explain how to get this massive government program to work for you.  You don't want to miss a minute of this episode as Danielle is kind enough to share more from her perspective on what to do and what to avoid when it comes to Medicare and more!  You will want to hear this episode if you are interested in... Danielle joins me to discuss Medicare Open Enrollment [2:00]  Why some Medicare plans are no longer available [4:00]  Purchasing a supplemental plan [8:30] Why HSAs are so helpful. [11:00]  Don't wait before it's too late! [13:00] How Medigap is different in Connecticut [19:00]  Connecting with Danielle and her team [22:50] Closing thoughts [25:00] Understanding Medicare Open Enrollment  Medicare open enrollment – also known as Medicare's annual election period – runs from October 15 through December 7 each year. According to Danielle, during the Medicare open enrollment period you have the following options available to you:  Switch from Original Medicare to Medicare Advantage (as long as you're enrolled in both Medicare Part A and Part B, and you live in the Medicare Advantage plan's service area). Switch from Medicare Advantage to Original Medicare (plus a Medicare Part D plan, and possibly a Medigap plan). Switch from one Medicare Advantage plan to another. Switch from one Medicare Part D prescription drug plan to another. Enroll in a Medicare Part D plan if you didn't enroll when you were first eligible for Medicare. If you haven't maintained other creditable coverage, a late-enrollment penalty may apply. Unfortunately, the open enrollment period does not apply to Medigap plans. Also, it is important to note that if you didn't enroll in Medicare when you were first eligible, you cannot use the fall open enrollment period to enroll. Instead, you'll use the Medicare general enrollment period, which runs from January 1 to March 31. Medicare's general enrollment period is for people who didn't sign up for Medicare Part B when they were first eligible, and who don't have access to a Medicare Part B special enrollment period. It's also for people who have to pay a premium for Medicare Part A and didn't enroll in Part A when they were first eligible. If you enroll during the general enrollment period, your coverage will take effect July 1. Make sure to listen to this episode as Danielle expands on the topic of Medicare open enrollment and so much more!  Resources Mentioned on This Episode https://boomerbenefits.com/ https://www.facebook.com/groups/BoomerBenefits/ https://boomerbenefits.com/medicare-for-fehb-va-tricare-webinar/ www.medicare.gov https://www.amazon.com/Costly-Medicare-Mistakes-Cant-Afford-ebook/dp/B08GL4FSWC Medicare Easy Pay Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact

Have you thought about which Medicare plan is best for you? What are you waiting for? Don't wait until the last minute to understand your options! Here to help us navigate the complexities of Medicare is our returning guest, Danielle Kunkle Roberts.  Danielle co-founded Boomer Benefits in 2005 in Fort Worth, TX. Boomer Benefits is an award-winning insurance agency for national insurance carriers such as Blue Cross Blue Shield, Aetna, Cigna, Mutual of Omaha, and many other A-rated carriers. Danielle and her team are licensed in 48 states. To help us better understand Medicare, Danielle has agreed to join me for a three-part interview as we dive into Medicare and explain how to get this massive government program to work for you.  From explaining how the Zero cost Medicare programs work to breaking down the differences between Medigap Insurance and Medicare Advantage, Danielle has you covered. Make sure to have pen and paper handy for this informative episode, you don't want to miss it!  You will want to hear this episode if you are interested in... Danielle joins me to discuss Medigap Insurance and Medicare Advantage [0:50]  How retiree health insurance can help cover costs [4:00]  Medigap Insurance vs. Medicare Advantage [6:00]  Navigating the 10 different Medigap plans [10:30] How to avoid getting confused by the different rates for the same plans [13:45]  Finding the right carrier for your needs [16:00]  ZERO cost Medicare plans? Are they worth it? [18:00] How to get Dental and Vision coverage [22:00] Closing thoughts and how to get a FREE copy of Danielle's book [24:30] Medigap Insurance vs. Medicare Advantage As we have covered before, Medicare (Part A and Part B) covers most healthcare expenses but it doesn't cover everything. Even with covered health-cares services, consumers like you are still responsible for a number of copayments and deductibles, which can easily add up.  This is where Medigap Insurance and Medicare Advantage come in.  To avoid these out-of-pocket costs, many people with Medicare enroll in two types of plans to cover these gaps in coverage. There are two options commonly used to replace or supplement Medicare Parts A and B.  Medicare Advantage plans. Medicare Advantage plans are an alternative to Medicare Parts A and B. If you enroll in a Medicare Advantage plan, you're still in the Medicare program. However, you'll get your Medicare benefits through your Medicare Advantage plan, instead of through the federally administered program.  Medicare Supplement (or Medigap) insurance plans. Medigap is a type of health insurance that offers additional coverage for normal Medicare plans. It helps fill in the “gaps” in normal Medicare coverage by helping you pay for out-of-pocket costs.  To hear Danielle expand on the difference between these two options and what savvy consumers like you can do to make the best possible choice, make sure to listen to this episode!  Don't forget to check out the links below to dig deeper into this topic and learn more from Danielle. Her book is another fantastic resource that belongs on your shelf get your FREE copy today!  Resources Mentioned on This Episode https://boomerbenefits.com/ https://www.facebook.com/groups/BoomerBenefits/ https://boomerbenefits.com/medicare-for-fehb-va-tricare-webinar/ www.medicare.gov https://www.amazon.com/Costly-Medicare-Mistakes-Cant-Afford-ebook/dp/B08GL4FSWC Medicare Easy Pay Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact

Do you know when you should sign up for Medicare? Will your prescription drugs be covered by Medicare or do you need to start looking into alternative options? If you are confused and overwhelmed by Medicare and all the complexity that surrounds the government program, you aren’t alone! After talking with many of her clients over the years, Danielle Kunkle Roberts discovered there was no easy solution to navigating Medicare so she decided to create one!  Danielle co-founded Boomer Benefits in 2005 in Fort Worth, TX. Boomer Benefits is an award-winning insurance agency for national insurance carriers such as Blue Cross Blue Shield, Aetna, Cigna, Mutual of Omaha, and many other A-rated carriers. Danielle and her team are licensed in 48 states. To help us better understand Medicare, Danielle has agreed to join me for a three-part interview as we dive into Medicare and explain how to get this massive government program to work for you.  Have pen and paper ready, you don’t want to miss a minute of this fascinating episode featuring Danielle’s unique perspective!  You will want to hear this episode if you are interested in... Reviewing the basics of Medicare [1:30]  Why working with a broker can be helpful [4:00]  Understanding how Medicare works [7:00]  When to sign up for Medicare [10:00] Understanding the cost of Medicare part B [12:30]  What is Medicare Easy Pay? [15:00]  Using a program like COBRA [16:30]  How Medicare covers prescription drugs [19:30] Closing thoughts and how to get a FREE copy of Danielle’s book [23:00] Medicare basics  What is Medicare and who is qualified to use it? At the end of the day, simply put, Medicare is a national health insurance program in the United States that started in 1965 under the Social Security Administration (SSA) and now administered by the Centers for Medicare and Medicaid Services (CMS). Medicare primarily provides health insurance for Americans aged 65 and older, but also for some younger people with disability status as determined by the SSA, and people with end-stage renal disease and amyotrophic lateral sclerosis. Do you feel like you have the information you need to navigate Medicare? If you’d like some additional information that will help you get headed in the right direction, make sure to listen to this episode with Danielle Roberts.  Why working with a broker can help  You try to do your best to keep up with your investments and adopt the most successful personal finance habits possible but let’s face it, we all get overwhelmed from time to time. Where do you turn to when you get overwhelmed with your finances? What if there was a way to get at least one aspect of your financial portfolio under control and in the hands of trusted professionals?  Danielle and her team at Boomer Benefits are in the business of helping people understand Medicare, in simple, plain terms that everyone can understand. It’s their belief that you first need to understand Medicare itself. You can’t understand your supplement options until you first get a handle on basic Medicare benefits. Fortunately, they’ve mastered how to make it simple. Learn more from Danielle and her easy-to-understand approach to Medicare and so much more by listening to this informative episode! Resources Mentioned on This Episode https://boomerbenefits.com/ https://www.facebook.com/groups/BoomerBenefits/ https://boomerbenefits.com/medicare-for-fehb-va-tricare-webinar/ www.medicare.gov https://www.amazon.com/Costly-Medicare-Mistakes-Cant-Afford-ebook/dp/B08GL4FSWC Medicare Easy Pay Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact

In this episode, we talk to one of the nation’s top Medicare experts, Danielle Kunkle Roberts, of Boomer Benefits. Danielle is the author of 10 Costly Medicae Mistakes You Can’t Afford to Make. Danielle provides an overview of how Medicare works as well as outlining the biggest mistakes retirees make with Medicare.

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/

Danielle Kunkle Roberts is a health insurance and Medicare expert and a MarketingInsiders.com contributor. She is the co-owner of Boomer Benefits, an insurance agency that helps individuals navigate Medicare in 48 states. She joins Stacy Francis to share information about Medicare that will allow divorcees to make better decisions about health insurance. If you are in the divorce process and your health insurance is covered in your spouse’s name, and you also have your own coverage through your job, there is a special election period to enroll in your own group coverage. COBRA is an act that allows employees to keep group health insurance for up to 18 months if they experience a loss of group health insurance coverage due to various reasons, divorce being one of them.  Aged, divorced women who have not attained the 10 year working experience can still qualify for free Medicare part A under their ex-husband’s work history if they had been married for at least 10 years. Corporations often have open enrollment for health insurance in the fall because they set their benefits up to run from January through December.  Reach out to receive a complimentary consultation. Resources Danielle Kunkle Roberts on LinkedIn | Twitter | Facebook BoomerBenefits.com Medicare.gov  Healthcare.gov 10 Costly Medicare Mistakes You Can’t Afford to Make Stacy Francis on LinkedIn | Twitter Email: stacy@francisfinancial.com FrancisFinancial.com

The biggest mistake you can make is to wait until the last minute to learn about how to make the most out of your benefits packages. It's one thing to mess up a form at the DMV, but when it comes to your Medicare, making a mistake can lead to big issues with your health. Danielle Kunkle Roberts, author of new book, 10 Costly Medicare Mistakes You Can't Afford To Make, comes on today's show to share the key decisions you'll need to make and how to avoid losing money or health care options. Plus, is another bear market on the way? Honest answer? Maybe! During our headlines we'll explain how the bear market could drop next week, (or tomorrow, or even next month)... and why that shouldn't matter to your portfolio anyway. In our second piece, we'll share the changing American sentiment behind sustainable funds. During the Haven Life Line, Amy calls in with questions on how to retire as an expat. Amy and her husband live in Germany with their three kids and they both get paid in euros. Due to complicated investing laws, Amy has most of their assets located in the United States. The problem? Amy's family plans to retire in Germany! Amy asks us: What type of professional should Amy and her husband hire to sort out their financials? Should that professional be American or German? All that and more on today's episode! Enjoy!

#48: Seniors often enter retirement (a) thinking Medicare is free, and (b) not at ALL clear how the details work – rules, restrictions, limitations, costs.But it’s most certainly not free: your portion of costs could be unlimited and bankrupt you. And, like other healthcare matters in the US, “how it works” gets complicated fast!How can seniors (and their loved ones, like you) make sense of it all?This week, I talk with Danielle Kunkle Roberts, a nationally-recognized expert on Medicare insurance, about how to evaluate, navigate, calculate, and decide on the best configuration of Medicare coverage for you and your family. If health insurance “peace of mind” is important to you in your elder years, this is an action-packed episode you do not want to miss.What you’ll learn:Medicare eligibility requirementsOptions for expats who haven’t paid into Medicare taxesWhat exactly Medicare covers, how each “part” works, and premium costsHow to determine which doctors, hospitals, clinics, and pharmacies will accept your Medicare coverageHow the premium surcharge (IRMAA) works if your income exceeds certain thresholdsAll-in costs you can expect to pay for Medicare coverageHow the “initial enrollment period” works, including how the penalty worksHow Medicare Advantage works + when it’s a better choice than original Medicare (tradeoffs, considerations, cost differences, network differences)How Medigap works and tradeoffs and considerationsHow expat retirees should plan for Medicare, given it generally doesn’t cover them overseasWhat other questions do you have about Medicare? If you’re looking into Medicare for yourself or a loved one, are you leaning toward original Medicare or Advantage? Why? Let me know by leaving a comment right now.Don’t miss an episode, hit that subscribe button…If you liked this episode, be sure to subscribe so you don’t miss any upcoming episodes!Apple PodcastsOvercastSpotifyStitcherI need your help, please leave a listener review If you liked this episode, would you please leave a quick review on Apple Podcasts? It’d mean the world to me and your review also helps others find my podcast, too!Links mentioned in this episode:Boomer Benefits websiteBoomer Benefits Book: 10 Costly Medicare Mistakes You Can’t Afford to MakeBoomer Benefits private Facebook groupBoomer Benefits YouTube video: Will Medicare Cover My Procedure?Medicare.gov: What Medicare CoversMedicare.gov: Find & compare doctorsMedicare.gov: Medicare plan finder toolCPT codes & ICD 10 codes: How medical billing & insurance claims work (HYW020)HYW private Facebook community Intro/Outro: Old Bossa by Twin Musicom.

This episode discusses an area of your personal finance journey that has been overlooked. We are joined by Danielle Kunkle-Roberts to discuss the Health Savings Account and the benefits of opening one at any point in your financial journey.  Danielle is co-owner of Boomer Benefits, a licensed insurance agency that helps Baby Boomers navigate their entry into Medicare.  Health Savings Accounts or HSA’s are a great savings tool to put aside the necessary money for Medicare and what it’s going to cost you in your retirement. An HSA is an account that you can open when you have a qualifying high deductible health insurance plan that you can deposit money into tax-free that grows over time with interest that you can use to pay for qualified medical expenses.

JT and Tamzon had a great start. After paternity leave from a fantastic job, JT thought he knew that with his burgeoning side-gig, he could quit his job and live happily ever after without going back to full-time work. Then, he found out that the math wasn't working. What would you do? We'll share one family's story of taking control of your goals and then rebooting when the math still doesn't make sense. On today's show early-retirees JT and Tamzon join us to talk about adding flexibility into your planning. Plus, are you a Medicare recipient? If so, it's an important open enrollment time for many. If not, you should plan ahead for the (ahem) increasing cost of healthcare. Danielle Kunkle Roberts from Boomer Benefits joins us to chat about all things Medicare. And in our second headline, we'll share how much your peers have saved for retirement. Want to gauge how you're doing? We'll have all the numbers. Of course, we're also going to toss out the Haven Life Line and we'll still make room for Doug's trivia. Step aside, people! There's a new episode coming!

Description: Thea Kelley is a job search and interview coach based in the San Francisco Bay Area and serving job seekers nationwide. Her book, the Amazon best-seller Get That Job! The Quick and Complete Guide to a Winning Interview was hailed as Excellent on Forbes.com. For state-of-the-art job search tips and a free gift, subscribe to Thea’s blog at www.GreatJobSooner.com. For one-on-one services to help you get a great job sooner visit www.JobSearchAndInterviewCoach.com. Marc is asking for your financial support for the Repurpose Your Career podcast. Please donate at Glow.fm/repurposeyourcareer to support this Podcast. Key Takeaways: Marc wishes everyone a happy new year and I hope everyone had a great holiday season. I recorded the interview for today's episode in late November and I am recording the rest on January 2nd. I am just about to get started on the recording of the Repurpose Your Career 3rd edition book as I record this. I have spent much of the holiday season doing my annual website and podcast audit. If you would be so kind as to go to careerpivot.com/podcastsurvey that is one word and take my annual podcast survey. I will collect some minor demographic information and if you could let me know what was your favorite episode of 2019 and give me some feedback on what you would like in 2020. Click here to take the survey. I recorded many episodes in December with more planned for early January including interview of the owner of the website housesitmexico.com, Brenda Bernstein author of the best selling LinkedIn book How to Write a Killer LinkedIn Profile, another can Phil repurpose his career series, I am sure I will call him Phil, Danielle Kunkle Roberts from Boomer Benefits to explain Medicare at 50, not Medicare for All but Medicare at 50 and much more. My plan was to publish only 2 episodes in January but if all goes well I will be back to a weekly publication schedule this month. Therefore, next week will be an encore episode with the most popular episode in the last 2 years, which was episode 78 when I interviewed Jonathan Rauch, author of ​The Happiness Curve: Why Life Gets Better After 50. This episode has been downloaded close to 2500 times since it’s release in May of 2018 and continues to get 15-30 downloads per month. It is a fascinating interview. For complete show notes please click here.

Danielle Kunkle Roberts is a Medicare Supplement Accredited Advisor, National Social Security Certificate Holder and founding partner at Boomer Benefits, a national agency specializing in Medicare-related insurance. We caught up with Danielle to learn her story of entrepreneurial success and how she has grown into a $15 million dollar business.  Danielle Roberts was a journalist student at Texas Christian University before she spend 10 years working in human resources and then realized she really wanted to start a business that would make an impact on people's lives. She started selling insurance over the kitchen table like everyone else in the business and it took some time before she realized setting appointments every night just didn't scale. Plus she would leave appointments and have several voices mails she would have to return from clients with questions about their policies or questions about how to get their parents signed up for the proper insurance with medicare coverage.  This is when the light went on and she realized that selling medicare insurance coverage over the internet and phone, was the same as the companies doing this for things like auto insurance.  Her focus is customer service, so she has over a million dollars in payroll every year, just to staff the customer service support calls the company, Boomer Benefits takes,  Boomer Benefits serves tens of thousands of policyholders, by helps seniors learn the ropes regarding Medicare. As a nationally recognized Medicare expert with a journalism background, Danielle regularly writes personal finance and Medicare articles for top publications such as Forbes. She is repeatedly cited for her knowledge about Medicare, retirement, and insurance and regularly speaks out about the need to prepare for the costs of healthcare in retirement.  Learn more about Danielle and the story of Boomer Benefits in this podcast and be sure an share it with friends, and family.  We always appreciate reviews and would like to thank our many sponsors. Be sure and check out our sponsors and let then know you found them on Saunders and Cash: Foreman Law, Retreat To Joy,  FlagshipKansas.tech, SCKEDD, Lee Gray Action Coach, Friends University, Shaken not Stirred Bartending, and 2UAuto. Learn more about Boomer Benefits at https://boomerbenefits.com/

Danielle covers all the different types of health insurance and the choices we can make. We cover the positives and negatives of the various medicare plans along with the costs.   Take away: Understand the various choices and costs of health insurance.   Action step: Take the time to review your insurance coverage.   Money Learnings: Danielle learned to sell earthworms at the age of 4. Her dad was an entrepreneur and so she was always trying new businesses. After her parents divorced her mom explained how money works.   Bio: Danielle Kunkle Roberts is a founding partner and senior executive at Boomer Benefits, a national agency specializing in Medicare-related insurance products since 2005. Serving thousands of Medigap policyholders in 48 states, Boomer Benefits helps baby boomers how to navigate Medicare. She is a nationally-recognized expert in the Medicare-sector of the health insurance industry and a member of the Forbes Finance Council, where she writes about Medicare and the costs of healthcare in retirement.   Highlights from this episode: Episode Page   Side hustles. Danielle's early career work. The hustle required to bootstrap a business. The power of joining an association.  Picking the right business partner.  Changing the way insurance is sold.  Listener question. Health sharing ministries.  Catastrophic insurance plans. High deductible plans. HSA plans. How to plan for early retirement costs. Medicare isn't free.  The different decisions in medicare insurance choices.  The annual election period and review process.   Facebook: https://www.facebook.com/BoomerBenefits boomerbenefits.com daniellekroberts.com Twitter: https://twitter.com/BoomerBenefits  (@BoomerBenefits)   Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!   Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul   https://www.facebook.com/richersoul   http://richersoul.com/   rocky@richersoul.com   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ellen Kamhi talks with Danielle Kunkle Roberts, a Medicare expert and co-founder of Boomer Benefits. She and her team help our nation’s baby boomers navigate their entry into Medicare and how to understand choices and possible pitfalls.

Ellen Kamhi talks with Danielle Kunkle Roberts, a Medicare expert and co-founder of Boomer Benefits. She and her team help our nation’s baby boomers navigate their entry into Medicare and how to understand choices and possible pitfalls.

Health Savings accounts are more than just a way to medical expenses. Boomer Benefits co-founder Danielle Kunkle Roberts shares some of the often overlooked ways these accounts can help with much more, including an under the radar retirement benefit. For more information, visit the show notes at https://www.bobbirebell.com/podcast/daniellekunkleroberts 

With guest Danielle Roberts. Medicare expert, Danielle Kunkle Roberts, is a founding partner at Boomer Benefits. She is a well-known professional in the Medicare insurance industry, having personally helped thousands of beneficiaries with their plan decisions. She has specialized in Medicare-related insurance products for over 14 years and is a member of the prestigious Forbes Finance Council.

Some of the top ETF suppliers including Vanguard have dialed back exchange traded fund production. What are exchange traded funds? Why would suppliers be making fewer of them? We'll talk ETFs (as they're popularly called) with Danielle Kunkle Roberts from Boomer Benefits on today's show.

(Summerfest) In this episode, Devi chats with Danielle Kunkle Roberts about “Being the Observer of Your Own Entrepreneurial Mind”. Danielle is a founding partner at Boomer Benefits, a national agency specializing in Medicare-related insurance. Serving thousands of policyholders, Boomer Benefits helps boomers learn the ropes regarding Medicare. Danielle writes frequently about Medicare and personal finance topics for Forbes and is a member of the Forbes Finance Council. A nationally-recognized expert in the Medicare insurance industry, Danielle is a Medicare Supplement Accredited Advisor and past president of the Fort Worth chapter of the National Association of Health Underwriters. She has spoken about Medicare to hundreds of groups and her educational webinars are attended by thousands of baby boomers annually. Devi and Danielle discuss: Her inspiring story as an entrepreneur How Danielle came to doing what she is doing now Working with group health insurance Getting started with Medicare-related insurance Understanding your basic Medicare Quick tips in choosing insurance The insurance that all spiritual entrepreneurs should carry The importance of having your health insurance in place The impact of comparing your business with other businesses Focusing on what you can do and not what you can’t do Observing your own thoughts Danielle’s choice points along the journey of Entrepreneurship Recharging as an introvert Choosing the labels that you have for yourself Telling yourself a different story Realizing that you’re making a difference How to observe your own entrepreneurial mind Stopping yourself from thinking negative thoughts Knowing yourself very well in your business Running your own race  Putting your blinders on and focusing on your business Finding a mentor for your business Connect with Danielle @ www.daniellekroberts.com and www.boomerbenefits.com Free Gift: https://daniellekroberts.com/wp-content/uploads/2019/06/A-Lasting-Marketing-Message-Danielle-K.-Roberts.pdf

Many millennials have struggled in adulthood. They entered the workforce with fewer opportunities and generations before them working longer. One recent study shows that more millennials than ever before are STILL receiving money and aid from parents long into adulthood. Danielle Kunkle Roberts from Boomer Benefits joins us on today's show to discuss with Joe this growing trend. Should YOU help adult children?

Disney recently raised their theme park prices, flexing their ability again to remove even more money from people's wallets while they visit the "happiest place on earth." Yet, there are some great lessons we can learn from Disney's park admission prices over the years. What are they? Danielle Kunkle Roberts joins Joe Saul-Sehy today to not only talk about that, but also about potential changes to HSAs coming down the road. Will Congress change the HSA? Maybe...but there are some bigger takeaways we'll explore...MUCH bigger takeaways.

Danielle Kunkle Roberts is a founding partner at Boomer Benefits and a Medicare Supplement Accredited Advisor. She and her team help thousands of baby boomers learn the ropes regarding Medicare every year.  Danielle knows that trying to learn how a national health insurance program like Medicare works can be very overwhelming for the average person whose insurance decisions have been handed to them all their lives by their employers. She believes in educating people on all the fundamentals first and helping them gain a confident working knowledge of how their Original Medicare benefits work. She’s here on our podcast today to do just that for our listeners. If you’re a boomer, you won’t want to miss this expert advice on all things Medicare!

Hello Hello Everyone! Join us on today's episode as I chat with Danielle Kunkle Roberts. What an amazing lady she is. Danielle is a founding partner at Boomer Benefits, a national top producing insurance agency that specializes in Medicare-related insurance products across 47 states. Her team helps baby boomers navigate Medicare and choose suitable supplemental coverage. She is 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. Her agency was recently named the 2019 Health Insurance Advisory firm of the year by Finance Monthly and Boomer Benefits has a social media following of nearly 250,000 baby boomers and seniors. See how impressive she is? Danielle is a perfect example of what people refer to as a "SheBoss". She has a lot to share with you in today's podcast. Enjoy! #BeYourOwnBoss

So refreshing that Danielle has joined us today, as well as lifting the sleazy stigma surrounding Insurance we are taken back to the roots and gently reminded of traditional marketing and customer care.   Danielle is a Medicare insurance expert and the co-founder at Boomer Benefits and she has built a ‘real business’ around insurance talking to us about some of the sales tips and techniques that you can use for products which aren’t your own. Even if you aren’t into insurance or finance industries this is definitely an interesting must listen to episode.  In This Episode: Educate the Consumer Customer Experience  Brand Value  Problem Solving  Traditional Marketing    “If you believe in the product, if it's something you have and you understand, it becomes so much easier to sell to someone else.” - Danielle    “It is all about solving a problem for somebody and saying how can we help you then helping them make the most informed decision.“ - Jess   “You just have to come in and focus on the task at hand and say, I'm going to do everything I can today to make this business grow so that we're a little bit bigger tomorrow, and what are the activities that I can put in place here.“ - Danielle   “Ultimately, that brand value is really stuck with you through your business and it's what's taking you to that next level. “ - Jess   “If you're thinking about selling a product that isn't your own, I really think you need to seriously think about the initial investment costs.“ - Danielle   Danielle K Roberts Boomer Benefits.com   Other Episodes Mentioned:   SLS143 Jay Baer Smart Leaders Sell https://smartleaderssell.com/   Wait List for Selling to Corporate PodcastSmartleaderssell/sellingtocorporateclients   Join my new programme, EVOLVE: https://smartleaderssell.com/evolve More Jess! http://bit.ly/SLSGroup https://jessicalorimer.com/supersize-your-sales https://jessicalorimer.com/list-building-legend https://www.instagram.com/jess_lorimer/   Content Disclaimer The information contained above is provided for information purposes only. The contents of this article, video or audio are not intended to amount to advice and you should not rely on any of the contents of this article, video or audio. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of this article, video or audio. Jessica Lorimer disclaims all liability and responsibility arising from any reliance placed on any of the contents of this article, video or audio. Disclaimer: Some of these links are for products and services offered by the podcast creator.

Danielle Kunkle Roberts of BoomerBenefits.com on Medicare basics, parts A to D, signing up, common mistakes, Medigap vs. Medicare Advantage, recent improvements to Medicare, and the future: will Medicare For All or Medicare At 50 become reality? Plus, Joe and Big Al answer your money questions: are health insurance premiums deductible? And when do you pay taxes to the IRS when you plan your charitable donations over multiple years? Transcript and show notes: http://bit.ly/YMYW-226

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

The show today is going to clear up a lot of mysteries about Medicare hopefully. We pay for it each month, but most people don’t fully understand the part it will play in their retirement or how to even sign up for it. It may not be a topic you think about, but it’s one you need to start preparing for. My guest Daniell Roberts is a nationally recognized expert in Medicare. She is a founding partner of Boomer Benefits, a company helping baby boomers navigate Medicate.   In this episode, Danielle shares a wealth of knowledge about the ins and outs of Medicare and what you need to know but can also help your older loved ones.

Learn how you can prepare and save for the costs of retirement! How Much Do We Need to Save for Retirement? If you’ve used those free online calculator to find your retirement number, you probably were amazed at how much they say you need. A million, two million, maybe more for just one of you. How do you feel when you see those numbers? Considering that 1 in 3 Americans has less than $5,000 saved for retirement, chances are there’s room for improvement. Unless you’re living in denial about retirement, you’re probably dealing many of the hurdles couples deal with when it comes to saving and investing for retirement. 1- You have a full plate right now. As parents with two little ones, we always have something to do. We’re not complaining – this is really a fun season of life right now – but realistically our time and attention are focused around them. 2- Bills and debts. You may not be able to save more because there’s not much to give right now. If you have to pay credit cards, car loan, student loans and have a mortgage, your money is pretty much spent already. 3 – You’re not a financial planner. Hop online and you’’ll quickly see that there is endless free advice about what you should be doing. And it can be overwhelming at best and wrong for you at worst. Sifting through all that can be a mess. Running the numbers is also difficult. Especially with one area of retirement that we have to deal with now – healthcare costs and insurance. How do you know how much you’ll need years, decades down the line? The answer is there is no way to perfect predict how much you need. But there are ways you can start drawing a plan that fits your circumstances and your goals. Which is I’m happy Danielle Kunkle Roberts is here on today’s episode. Danielle is the co-founder of Boomer Benefits. Boomer Benefits specializes in Medicare supplement and Medicare Advantage insurance. Which you may be thinking, I’m too young for Medicare, but I think she’s perfect because she has a close up of view of how prepared people really are for retirement. She’s going to offer suggestions, ideas, and tips on what you can do now so you can be better equipped to handle the costs of retirement. And how your health insurance choices now can help or harm you later. In this episode, we’ll discuss: Prioritizing your finances How HDHP and HSAs work and when they are right for you How HSAs can help with healthcare costs during retirement Hope you enjoy! Resources to Win with Your Money Want to go ahead and tackle your big marriage and money goals? Here are the resources we mentioned in today’s episode along with some extras! Best Budget and Money Apps: Personal Capital, Tiller, Mint Grow Your Stash Faster: High Yield Savings with CiT Bank Automatic Saving: Qapital Free 401(k) Analysis: blooom 

Could you go a few days without spending any money? A few weeks? How about a few months? Starving your wallet might be simpler than you've previously thought. Jen Smith, co-host of the Frugal Friends podcast, joins us today to talk about gifting yourself a "No Spend Challenge." How does it work? We'll cover her story of spending little to no money to cure her debt issues, and then how she refined the concept to create a plan worthy of talking about on our show and elsewhere! And in our headlines segment of the podcast, some great news! Long term care benefits have been added to the new crop of Medicare Advantage plans. We'll invite Danielle Kunkle Roberts from Boomer Benefits over so we can all learn more. Plus, we'll take a look at recent changes in the annuity industry. Annuity providers are making a combined effort to bring the industry into the 21st century to speed up the exchange process from months to a week. What does that mean for you? We'll dive in more during our headlines segment. Later on, we'll throw out the Haven Life Line to Sean, who's a minority stakeholder in a corporation. The majority stakeholder wants to buy him out... what questions should Sean be asking? And don't worry... we'll still have time for Doug's trivia. Thanks to Omax Health for supporting Stacking Benjamins. Visit TryOmax.com/sb for your free box of Omax3 Ultra-Pure with your first purchase.

Fidelity Investments recently published an article that a couple retiring this year would need $280K saved to cover medical costs. Are you prepared? Forbes Finance Council member Danielle Kunkle Roberts, founder of Boomer Benefits, shares her insights on preparing for far-off healthcare expenses.