Podcasts about medicare planning

  • 34PODCASTS
  • 53EPISODES
  • 29mAVG DURATION
  • 1MONTHLY NEW EPISODE
  • Dec 8, 2024LATEST

POPULARITY

20172018201920202021202220232024


Best podcasts about medicare planning

Latest podcast episodes about medicare planning

Retiring Today
188. The Complete Guide to Medicare in 2025

Retiring Today

Play Episode Listen Later Dec 8, 2024 20:45


Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/49mxO2z Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1BOverwhelmed with all the options when it comes to Medicare in 2025? In this episode of Retiring Today, we break down the most critical Medicare updates that will help you make the best decisions for your retirement plan.Key topics:- A comprehensive breakdown of Medicare Parts A, B, C, and D- IRMAA and its impact on your Medicare premiums- Your Medicare options if you work past age 65- The triple tax advantage of HSAs- Complete explanation of the $2000 out-of-pocket maximums for Medicare Part DLoren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®https://merkleretirementplanning.com/staff-members/loren-merkle/AnnaMarie Morrow, Director of Medicarehttps://merkleretirementplanning.com/staff-members/annamarie-morrow/Molly Nelson, Host of Retiring Todayhttps://merkleretirementplanning.com/staff-members/molly-nelson/Chapter  00:00 Introduction00:29 The Inflation Reduction Act01:06 Medicare Part A, B, C, D02:33 Modified Adjusted Gross Income and IRMAA05:23 Medicare Planning in Your 50's06:22 Insulin Changes and Out-of-Pocket Maximums08:34 What To Do If You're Working Past 6510:30 The Triple Tax Benefit of HSAs12:10 What To Do If You Have Dependants on Your Insurance13:22 Out-of-Pocket Maximums Breakdown15:03 Annual Enrollment Period15:41 Medicare is not Set-It and Forget-It17:09 Inflation Reduction Act Section 155718:00 Outro--  This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.Medicare services provided through MRP Insurance, LLC. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by Elite Retirement Planning, LLC.  MRP Insurance, LLC, is not affiliated with or endorsed by any government agency. This is an advertisement for insurance. By responding to the ad, you will be put in contact with a licensed insurance agent offering Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans. We do not offer every plan available in your area. Currently we represent [5] organizations which offer [22] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Catching Up To FI
Beyond the Alphabet Soup: Expert Tips for Mastering Medicare & Avoiding Pitfalls | Danielle Roberts | 102

Catching Up To FI

Play Episode Listen Later Oct 20, 2024 79:32 Transcription Available


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.  

Kowal Investment Group
The Retirement Clinic-5-4-24 – Medicare Planning for Retirement

Kowal Investment Group

Play Episode Listen Later May 17, 2024 44:14


Joe Still and guest Mark Maynard of Senior Benefit Solutions discuss applying for Medicare, examine the various types of Medicare plans, and share why it is important to work with trusted professionals as you plan for Medicare and retirement.

WashingtonWise Investor
No Matter Your Age, Start Medicare Planning Now

WashingtonWise Investor

Play Episode Listen Later Mar 21, 2024 37:09


Medicare is one of the toughest federal programs to navigate, a maze of confusing choices, odd deadlines, and potential penalties. Yet it's critically important for everyone, even if you're just starting out in your career, to understand it. On this episode, Susan Hirshman, director of wealth management at the Schwab Center for Financial Research and a Medicare expert, joins host Mike Townsend to help demystify Medicare for listeners. Noting that almost everyone pays into Medicare from their very first job, Hirshman discusses how Medicare needs to be part of your financial plan throughout your life—not just right before you turn 65. She shares insight on the key choices and deadlines in Medicare, how to determine which Medicare option is right for you, the importance of long-term care insurance and health savings accounts to supplement Medicare, and how to avoid common mistakes. Mike also shares his latest updates from Washington, including the president's new budget proposal, the recent vote in the House of Representatives that could lead to banning the popular social media app TikTok, and the court battle that has put a temporary stop to the SEC's controversial new climate risk disclosure rule.WashingtonWise is an original podcast for investors from Charles Schwab. For more on the series, visit Schwab.com/WashingtonWise.If you enjoy the show, please leave a ★★★★★ rating or review on Apple PodcastsImportant DisclosuresThe policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. All expressions of opinion are subject to changes without notice in reaction to shifting market, economic, and geopolitical conditions. Data herein is obtained from what are considered reliable sources; however, its accuracy, completeness, or reliability cannot be guaranteed. Supporting documentation for any claims or statistical information is available upon request.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk, including loss of principal.Interest income on individual municipal bonds may not be tax-exempt, depending on the bond issuer, the type of bond, or your state of residence. Interest income on bonds issued by U.S. states, cities, counties, their enterprises, and U.S territories is generally federal-tax-exempt, and state-tax-exempt for residents of the state in which the issuer resides. In addition, municipal bond interest for bonds issued in U.S. territories is generally state-tax-exempt in all 50 states. Consult your tax advisor regarding your personal situation.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please seeSchwab.com/IndexDefinitions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple, the Apple logo, iPad, iPhone, and Apple Podcasts are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.(0324-SV74)

Retirement Secrets with Patrick McNally
#137 Medicare Planning & the Top 6 Scams to Avoid in 2024

Retirement Secrets with Patrick McNally

Play Episode Listen Later Jan 22, 2024 51:17


Show Title: Medicare Planning Main Topic: What is Social Security? What are the befits and how do you become eligible? Current Market Update and Key Planning Dates News Event of the Week: Medicare won'y pay for these weight loss drugs The Top 6 Scams to Avoid in 2024   FREE 2024 Medicare Quick Reference Guide Download   Questions? Schedule a call TalkToPatrick.com.   Dedicated to Your Retirement Lifestyle,   Patrick McNally www.PatrickMcNally.com 877-456-9206   Disclosures Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change. All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients. Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented. Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor's portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States. Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor's situation is different, and goals may not always be achieved. Retirement Lifestyles Advisory Group is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability.

The Retire Happy Podcast
Medicare Planning With Bob Shalongo

The Retire Happy Podcast

Play Episode Listen Later Oct 26, 2023 41:15


Bob Shalongo is the Vice President of Sales at Coastal Financial Group. The open enrollment period for Medicare is once again upon us, so we thought it would be a perfect time to invite Bob to the show. Bob will discuss the different types of Medicare plans that are out there and what criteria to look out for when selecting a plan.   Episode Links Coastal Financial: https://www.coastalfinancialgroup.com/   Medicare Quick Reference Guide: https://bit.ly/3tNakD4   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 935-6210 Call Thomas: (973) 394-0623

Retirement Coffee Talk
Should you change your Medicare Plan?

Retirement Coffee Talk

Play Episode Listen Later Oct 10, 2023 12:02


The Medicare election window opens in October and closes in December. What do you need to know about Medicare if you are just starting, and what do you need to know about the supplements if you are already using Medicare?See omnystudio.com/listener for privacy information.

Secure Your Retirement
Mastering Medicare Planning in Retirement

Secure Your Retirement

Play Episode Listen Later Sep 18, 2023 19:47


In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss Medicare planning for those coming up on Medicare and those already in Medicare. This is a checklist of three main topics to help you understand what you should be thinking about when it comes to Medicare.Listen in to learn how to evaluate your prescription drug needs and choose the right Medicare plan that caters to those needs. You will also learn about Medicare supplements and Medicare Advantage plans, plus how to join our Free Webinar to learn more about Medicare planning from experts.In this episode, find out:Prescription drug plan – understand your prescription needs, if the plan covers your needs and the cadence of your refills.Comparing different part D plans that would cover your specific prescription drugs at the lowest cost.Evaluate your pharmacy network – ensure it's cost-effective and convenient for you.Cost analysis – Look at your prescription drug cost to determine the type of plan to pick.The importance of taking the time to review your plan annually and make changes if needed.Dental, vision, and hearing – Think about the dental, vision, and hearing coverages you need.Integrative plans – Do an educated analysis between Medicare Advantage plans and Medicare gap policies.Doing an individual needs assessment – understand your needs and get an individualized cover.Medicare supplements and Medicare Advantage plans – an outline of what we'll cover on our free webinar.Tweetable Quotes:“There's one part of Medicare that covers hospitals, one part that covers doctor's visits, and then there's a part D which is all about prescriptions.”- Radon Stancil “Just because your neighbor, parents, or a family has a certain type of plan doesn't mean that that's going to apply to you; Medicare and healthcare in general is very individualized for a reason.”- Murs TariqRegister For Our Free Medicare Webinar:info@pomwealth.net with the subject line Medicare WebinarResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

RETIREMENT MADE EASY
Medicare Planning 101, Ep #147

RETIREMENT MADE EASY

Play Episode Listen Later Aug 25, 2023 21:01


In 2019, there were 61.5 million people on Medicare. By 2027, it's estimated that 75 million Americans will be on Medicare. That's just four years from now. The #1 reason that people push off retirement is because health insurance is too expensive. Do you know what you'll be paying for health insurance when you retire and get on Medicare? Medicare is multi-faceted. It can be complicated to understand. So in this episode of Retirement Made Easy, I'll break down the very basics of Medicare planning to help you make a more informed decision about your retirement.  You will want to hear this episode if you are interested in... [3:47] Submit a question at RetirementMadeEasyPodcast.com [6:05] Understanding the basics of Medicare Part A & B [8:28] Calculating your Medicare Part B premium  [11:59] Medicare Part C: Medicare Advantage vs. Medicare Supplement [14:48] Medicare Part D: Prescription drugs  [15:44] How do you choose the right plan? [18:01] Make Medicare planning part of retirement planning Resources & People Mentioned 3 Steps to Retirement Planning Connect With Gregg Gonzalez Email at: Gregg@RetireSTL.com  Podcast: https://RetirementMadeEasyPodcast.com Website: https://StLouisFinancialAdvisor.com Follow Gregg on LinkedIn Follow Gregg on Facebook Follow Gregg on YouTube Subscribe to Retirement Made EasyOn Apple Podcasts, Spotify, Google Podcasts

Quality of Life with Gary Owen
QOL Radio Show for Aug. 15: Part 2 of our series: Medicare Planning: Tips and Pitfalls To Be Aware Of

Quality of Life with Gary Owen

Play Episode Listen Later Aug 15, 2023 26:40


Tune-in NOW to our live, fun, informative, and popular radio show! This will be a great show that you don't want to miss! Today is Part 2 of our series: Medicare Planning: Tips and Pitfalls To Be Aware Of. We share important info with you about Health Insurance, Medicare, Life, Disability, Long Term Care, Accident, and other insurance solutions. Sure, we know that insurance is confusing and doesn't sound sexy, but we make our show fun, informative, and quite simply we provide, "Insurance Straight Talk" - No BS! Catch our show every Tuesday at 10am on WSTU1450 AM & WPSL1590 AM and FB Live @ Quality of LIFE Radio Show.

Quality of Life with Gary Owen
Quality of Life Radio Show: Medicare Planning: Tips and Pitfalls To Be Aware Of - Part 1

Quality of Life with Gary Owen

Play Episode Listen Later Aug 8, 2023 26:40


Tune-in NOW to our live, fun, informative, and popular radio show! This will be a great show that you don't want to miss! Today is Part 1 of our series: Medicare Planning: Tips and Pitfalls To Be Aware Of. We share important info with you about Health Insurance, Medicare, Life, Disability, Long Term Care, Accident, and other insurance solutions. Sure, we know that insurance is confusing and doesn't sound sexy, but we make our show fun, informative, and quite simply we provide, "Insurance Straight Talk" - No BS! Catch our show every Tuesday at 10am on WSTU1450 AM & WPSL1590 AM and FB Live @ Quality of LIFE Radio Show.

Make Retirement Work
Ep 34: Retirement and Medicare Planning

Make Retirement Work

Play Episode Listen Later Oct 6, 2022 16:42


Welcome to today's show! If you haven't heard of Professional Financial Advisors, LLC, we handle money management and financial planning and have been in business since 2003. We also help clients with Medicare plans. Within financial planning, we try to be holistic so we can handle all your needs. Find out more about our business and how we can help you. On this episode, we'll share: Why you shouldn't count on Social Security for your financial future. (2:23) How we specialize in diversification, especially for retirees. (4:13) Why medical services are so crucial and how we can help you get the right assistance. (7:08) You can learn more at the link below: https://www.pfaretire.com/make-retirement-work/podcast.html Let's chat about your retirement plan: 308-534-8210  

UBC News World
Avoid Overpaying For Health Insurance With West Orange Medicare Planning Experts

UBC News World

Play Episode Listen Later Sep 1, 2022 1:56


What's the difference between Medicare Part A and Medigap? Do you need Part D when Part B covers your doctor's visits? Feeling lost? Don't worry The Sosa Insurance Group (973-273-3767) is here to help with their Medicare planning services. Visit http://wlfpk.co/bfqnaRKu (http://wlfpk.co/bfqnaRKu) for more information.

Gaining Perspective
How Joe Namath Transformed Medicare Planning

Gaining Perspective

Play Episode Listen Later Aug 23, 2022 49:48


When it comes to choosing Medicare Supplement plan options, new-to-Medicare beneficiaries are opting for lower cost plans. During the first six months of 2022, some 38% opted for Medigap Plan N. Just over half (51%) selected Plan G coverage. Nearly 6% enrolled in a High Deductible Plan G (HDG) plan. My guests today will discuss those and other trends in Medicare planning and how advisors can best help their clients with their healthcare needs. Give Premium a try with promo code PODCAST2022. New Premium members will receive $10 off their first monthly or annual payment. Activate AP Premium today through our Membership portal.

Winning Business Radio
David Dupuy - Expert in Medicare planning, guidance and education

Winning Business Radio

Play Episode Listen Later Jun 8, 2022 49:37


David Dupuy, Jr. is an expert in Medicare planning, guidance and education. He started his career as a Technical Recruiter before leaving the industry in 2002 for the payroll industry. In 2012, David got licensed to sell Small Group Health Insurance along with Benefit Administration services and has done so the for last 10+ years.Winning Business Radio is broadcast live Mondays at 4PM ET.Winning Business TV Show is viewed on Talk 4 TV (www.talk4tv.com).Winning Business Radio Show is broadcast on W4CY Radio (www.w4cy.com) part of Talk 4 Radio (www.talk4radio.com) on the Talk 4 Media Network (www.talk4media.com). Winning Business Radio Podcast is also available on Talk 4 Podcasting (www.talk4podcasting.com), iHeartRadio, Amazon Music, Pandora, Spotify, Audible, and over 100 other podcast outlets.

The Matt Feret Show
#007: Todd Morrissey on Early Medicare Planning, MSAs, HSAs and Medicare, IRMAA, Medicare Supplement Plan G, N, Wealth Management and IRMAA

The Matt Feret Show

Play Episode Listen Later May 1, 2022 31:41


Todd Morrissey is President of Medicare Solutions at Advisors Excel. Advisors Excel is a nationwide firm based out of Topeka. It helps independent financial professionals, advisors, and wealth managers build independent practices.This episode will give you an insider's view into why financial planners, wealth managers and their firms haven't typically gotten very involved in Medicare insurance coverage. But, that's changing and Todd reviews why it's very important to start planning for Medicare well before age 64, how taxes and IRMAA play a part of the equation as well as HSAs.Full episode transcript, notes. quotes and links:https://themattferetshow.com"What I will tell you is some individuals who look at a Medicare Advantage and they see what a max out of pocket is, but they say to themselves, "Well, but I'm not paying a premium every month. I can write that check for the max out of pocket." So they know they have that. But you're right. There are some clients where a financial advisor is talking to them and they say, "Look, I want to go to the doctor. I want to not have any out of pocket expense. I just want to pay my premium." Well, then a Medicare Supplement (Medigap) is something that they would consider. The adage of one size does not fit everybody is definitely true in the Medicare space."-Todd Morrissey, Advisors ExcelThe Matt Feret ShowPrepare for MedicareThe Matt Feret Show YouTube Channel#HSA, #IRMAA, #Medicare, #Medigap, #MedicareSupplement, #IRMAA, #Financialplanner, #Wealthmanagement, #PlanG, #PlanN, #PrepareforMedicare, #TMFS, #TheMattFeretShow Hosted on Acast. See acast.com/privacy for more information.

...and Insurance
Medicare Planning... and Insurance Episode 21 - Stark Insurance

...and Insurance

Play Episode Listen Later Mar 11, 2022 11:32


Welcome to another episode of And Insurance, with host Aaron Levine. Joined again by Toby Stark of Stark Associates. Last podcast we did with Toby we discussed some medical insurance related items for small to midsize businesses and individuals. In this episode we talk about Medicare planning. Often not something would typically be thought about in regards to planning, but becomes more crucial as you reach retirement age. We want to share some of that information with our listeners in regards to this topic. So lets jump in to a discussion about about Medicare planning and when should we start thinking about Medicare planning?

On the Money
On the Money: Medicare Planning with special guest Mary Beth Franklin (February 6, 2022)

On the Money

Play Episode Listen Later Feb 6, 2022 25:29


Dan White's Radio Show: On The Money Dan White keeps listeners in the Philadelphia and Delaware Region up-to-date with the most pressing financial issues. With over 35 years of professional financial planning experience, Dan has a talent of explaining the complex issues in his weekly show. www.DanWhiteandAssociates.com (888)690-8820 dan@danwhiteandassociates.com ________________________________________________________ Mary Beth Franklin, CFP, InvestmentNews Contributing Editor and foremost Social Security expert provides up-to-date information on Social Security claiming strategies that could save you and your clients lots of money. She has been a financial journalist for more than 40 years, covering everything from federal budget and tax policies to consumer finances as a writer and editor at Kiplinger's Personal Finance magazine. Formerly a Capitol Hill reporter at United Press International and retirement and tax editor at Kiplinger Personal Finance, Mary Beth has been working in the finance industry for years. She frequently speaks and writes about current research on retirement income planning, and enjoys educating people on retirement, tax and Social Security issues. Mary Beth became a Certified Financial Planner in 2015 and is an in-demand speaker at conferences for financial professionals as well as a frequent guest on numerous radio and television programs. She is the author of “Maximizing Your Social Security Retirement Benefits” and host of the Retirement Repair Shop podcast. In her free time, Mary Beth likes to read, garden, ski and play the piano. She received a BA in Communications from American University in 1975 where she continues to mentor journalism students.

You're A Financial Planner; Now What?
Becoming a Trusted Resource in Medicare Planning

You're A Financial Planner; Now What?

Play Episode Listen Later Oct 26, 2021


Today's guest is Barry Streit, CLU, ChFC®, senior vice president at United Healthcare. Barry focuses on the practical information that financial planners need today in order to serve clients who are approaching … or are in retirement. If you don't work with older clients just yet, don't worry, there's a lot of good information that will help you and your clients plan for the future.

The Big O Money Show
Healthcare and Medicare Planning

The Big O Money Show

Play Episode Listen Later Oct 3, 2021


In this episode Bill welcomes special guest Adam Welch from United Healthcare to talk about how to plan for healthcare and Medicare.

Jackson & Peck Financial Group Podcast
Medicare Planning 2022

Jackson & Peck Financial Group Podcast

Play Episode Listen Later Sep 29, 2021 6:44


Medicare Planning 2022 by Jackson & Peck Financial Group Podcast

The Financial Quarterback: Inside The Huddle
How the pandemic has changed Medicare planning with Danielle Roberts

The Financial Quarterback: Inside The Huddle

Play Episode Listen Later Sep 21, 2021 4:26


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.

The Big O Money Show
Healthcare and Medicare Planning for Retirement

The Big O Money Show

Play Episode Listen Later Aug 8, 2021


In this episode Host Bill Altman welcomes Medicare specialist Bill Kizer and they discuss Medicare and how to plan for healthcare in retirement.

Dollars & Common Sense
Medicare Planning

Dollars & Common Sense

Play Episode Listen Later Oct 19, 2020 43:45


It's Medicare open enrollment season. Listen to hear how Medicare works and advice on healthcare.

Wicked Pissah Podcast
Elder Planning Specialist Program - Bob Mauterstock, CFP® & Annalee Kruger

Wicked Pissah Podcast

Play Episode Listen Later Aug 17, 2020 55:46


With the pending wave of an aging population, Bob Mauterstock and Annalee Kruger tell us about the new course curriculum they’ve devised intended to aid financial advisors to stand out and gain the expertise needed to become a leader in this new field of longevity planners.  The Elder Planning Specialist program is the topic of this 50th episode.  For those considering an area of specialty in working with older retirees, get ideas of the issues to consider as you develop your expertise.   Elder Planning Specialist curriculum topics include: Understanding the Aging Process, The Caregiver’s Role, Understanding the Old-Old, Legal Issues of Aging, Long Term Care and Long Term Care Insurance, Social Security and Medicare Planning, Diminished Capacity, Elder Abuse, End of Life Plans, Structuring and Conducting the Family Meeting, Developing a Marketing Plan, & Building an Elder Planning Team.   https://plan4lifenow.com/ Twitter:   @rmauterstock, @AnnaleeKruge, @Plan4life_now, @CareRightInc Facebook: @robert.mauterstock, @annalee.kruger.3, @mauterstock, @carerightincorp LinkedIn: @rmauterstock, @annaleekruger, @plan4life-llc, @care-right-inc

The Big O Money Show
Economic Update and Medicare Planning

The Big O Money Show

Play Episode Listen Later Aug 16, 2020


In this episode Bill welcomes Medicare specialist and all around great guy Bill Kizer. They talk about what you need to know about the current state of the economy and Medicare.

Maximize Your Medicare Podcast
YouTube Doesn't Work for Medicare Planning, and Biden Proposes Lowering Medicare Age from 65 to 60

Maximize Your Medicare Podcast

Play Episode Listen Later Aug 15, 2020 26:28


Don't Forget to Register for Medicare ABCs, a Virtual Info-Only Event! https://bit.ly/2CG6OQN There was a production problem yesterday, apologies! In This Episode: Getting Medicare Info on YouTube doesn't work. Doesn't this make me a hypocrite? Perhaps, but the point of my videos is to attempt to communicate that you need a COHESIVE, COORDINATED approach. Separating health insurance matters from other financial planning aspects is asking for trouble. Something will get missed, and it can be very expensive. Presidential candidate Joe Biden proposes lower Medicare eligibility from 65 to 60. That means different things to different group: existing Medicare beneficiaries, those between 60-65, and those who want to plan ahead. The age at which Medicare planning (part of financial planning) would become more complicated, and sooner than prior beliefs. Please subscribe and rate (5-star please) on Apple Podcasts, Spotify, wherever you listen to podcasts! Medicare ABCs: Register for the Virtual Online Info-Session https://bit.ly/2CG6OQN Buy Maximize Your Medicare on Amazon: https://amzn.to/2HsnMBv Get your free Medicare consult: https://wp.me/P5AUnb-Vd Official website for the book: www.maximizeyourmedicare.com YouTube Channel: https://youtube.com/maximizeyourmedicare Facebook Community: https://www.facebook.com/groups/321343075192885/ Feedback, questions: jae@maximizeyourmedicare.com --- Support this podcast: https://anchor.fm/muchmorethanmedicare/support

65 And Counting
S1:E6 Viva Las Vegas! Meet our Senior Advisor Marc Frye who runs our Nevada branch.

65 And Counting

Play Episode Listen Later Jul 6, 2020 26:58


S1:E6 Viva Las Vegas! Meet our Senior Advisor Marc Frye who runs our Nevada branch, hear more happy clients, and much much more.

Women's Retirement Radio
Medicare Planning for Women and Their Families - Episode 9

Women's Retirement Radio

Play Episode Listen Later Mar 30, 2020 41:09


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

RetireWire Retirement Podcast
Healthcare & Medicare Planning In Retirement

RetireWire Retirement Podcast

Play Episode Listen Later Jul 19, 2019 43:40


This episode of the RetireWire podcast is an interview with David Armes from Dover Healthcare Planning in Southern California. David was a Medicare counselor for several years before starting his own Medicare planning firm. He shares common pitfalls and mistakes retirees make when selecting and managing their Medicare plans and healthcare costs overall in retirement.

SK Wealth's Solutions & Knowledge podcast
SK Wealth Solutions & Knowledge Podcast # 14

SK Wealth's Solutions & Knowledge podcast

Play Episode Listen Later Mar 8, 2019 19:03


Medicare Planning is important for everyone. It is a complex area and it's important to understand your options and to learn from other's experiences. To help us get a better understanding of Medicare Planning I am joined by Diana Desjardins, a healthcare professional that helps people with Medicare and health insurance plans and Michael DeCataldo, a partner at Sansiveri Kimball who is currently going through the medicare planning process. 

Talking About You With ESTRA
Medicare and You: What Plans Fit and Which Don't Season 8 Episode 49

Talking About You With ESTRA

Play Episode Listen Later Nov 21, 2018 34:00


Medicare and You: What Plans Fit and Which Don't Season 8 Episode 49 Talking About You with ESTRA Now that we have an idea of what we want and need from Medicare, lets apply it to plans that help you. Lets talk. ESTRA Seattle Mondays - Fridays 12 pm PST

The Big O Money Show
Medicare Planning and Open Enrollment

The Big O Money Show

Play Episode Listen Later Nov 4, 2018


It is so important to understand how Medicare works and to make sure you properly enroll. On this show Bill welcomes back Medicare and Healthcare guru Bill Kaiser to talk about strategies to help you get the care you need while minimizing costs.

The Josh Scandlen Podcast
# 100 Medicare Planning in Kansas - EVERYONE Should Listen though!

The Josh Scandlen Podcast

Play Episode Listen Later Oct 13, 2018 31:21


This episode is so much more than just talking about Medicare planning in Kansas. Jae Oh, from www.maximizeyourmedicare.com, discusses a wide, wide range of medicare planning issues here. Yes, Kansas is front and center, but listen closely as we veer into planning ideas that you should be aware regardless of where you live. It's a big deal folks. You simply don't have room to make mistakes. As always you can find Jae at his Youtube channel https://www.youtube.com/user/MaximizeYourMedicare Sign up for his podcast and newsletter as well go to www.maximizeyourmedicare.com Don't forget to go to my own website at www.heritagewealthplanning.com --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support

The Josh Scandlen Podcast
# 99 Medicare Planning in Kentucky and MUCH MORE

The Josh Scandlen Podcast

Play Episode Listen Later Oct 13, 2018 24:41


Jae Oh is back to discuss Medicare Planning in Kentucky. But we go beyond that, big time, in this episode. Trust me, there'll be something for ALL to learn if you live in the great Commonwealth of Kentucky or not. You can sign up for Jae's weekly newsletter at www.maximizeyourmedicare.com. And go to his Youtube channel here https://www.youtube.com/user/MaximizeYourMedicare As always, feel free to visit my website too at www.heritagewealthplanning.com --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support

The Josh Scandlen Podcast
# 89 Medicare Planning in Iowa

The Josh Scandlen Podcast

Play Episode Listen Later Oct 8, 2018 22:58


Jae Oh, CFP, is back to discuss Medicare Planning in the great state of Iowa. Pleasantly surprised, I was, to learn about the options available to residents in Iowa. As always, if you like Jae's stuff, subscribe to his podcast and his newsletter at www.maximizeyourmedicare.com. Don't forget to go to my website at www.heritagewealthplanning.com or my Youtube channel at www.youtube.com/heritagewealthplanning Thanks! --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support

The Josh Scandlen Podcast
# 90 Medicare Planning in Indiana

The Josh Scandlen Podcast

Play Episode Listen Later Oct 8, 2018 15:28


Jae Oh, CFP shares with us all you need to know about Medicare Planning in the Hoosier state. So if this is something important to you, as it SHOULD be, you've come to the right place. As always, subscribe to Jae's newsletter and podcast at www.maximizeyourmedicare.com. And of course, go to my website at www.heritagewealthplanning.com as well. --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support

The Josh Scandlen Podcast
# 88 Medicare Planning in Illinois

The Josh Scandlen Podcast

Play Episode Listen Later Sep 19, 2018 41:09


Illinois could be a precursor of what's to time for state budgets across the country. This could have HUGE impacts on your health insurance, especially if you were relying on the state retirement plan to provide benefits. So, even if you currently have retiree health benefits through your employer it behooves you to understand Medicare, Medigap and Medicare Advantage plans. Facts are, while employers may not have the ability to reduce pensions because pensions were contractually agreed to, the same can't be said for health benefits. It's up to YOU to understand your options. Thankfully, Illinois isn't a crazy expensive state when it comes to Medigap and there are numerous Medicare Advantage plans available for you too. So listen in to see what everyone's favorite health care expert, Jae Oh, has to say about planning in Illinois. --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support

The Josh Scandlen Podcast
# 86 - Medicare Planning in Hawaii

The Josh Scandlen Podcast

Play Episode Listen Later Sep 14, 2018 22:34


Jae Oh, from maximizeyourmedicare.com, and I discuss Medicare options in Hawaii. Lots of changes coming down the pike for 2019 so you need to stay informed, my friends. Don't be caught off guard. --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support

The Josh Scandlen Podcast
# 87 - Medicare Planning in Idaho

The Josh Scandlen Podcast

Play Episode Listen Later Sep 14, 2018 28:46


Jae Oh, from maximizeyourmedicare.com, and I discuss Medicare options in Idaho. Lots of changes coming down the pike for 2019 so you need to stay informed, my friends. Don't be caught off guard. --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support

The Josh Scandlen Podcast
# 83 - Medicare Planning in Georgia

The Josh Scandlen Podcast

Play Episode Listen Later Sep 10, 2018 33:38


Jae Oh, CFP and I again discuss Medicare planning. This time we focus on the Peachtree state of Georgia. Jae shares some insights into what you can expect for Medicare options here in Georgia. He uses a 65 year lady in Fulton County as a starting point. Georgia, by the way, is one of the few states to have a 5 star Medicare Advantage plan too. Lots of choices in Georgia and decently priced Medigap policies make Georgia a nice state for health coverage. Remember, folks, there will be a LOT of changes for Medicare Advantage plans announced in October. Maybe some of the biggest changes you've ever seen. So, if you are on a Medicare Advantage plan you've got to be paying attention. Georgia, by the way, is one of the few states to have a 5 star Medicare Advantage plan too. S --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support

The Josh Scandlen Podcast
# 82 - Medicare Planning in Florida

The Josh Scandlen Podcast

Play Episode Listen Later Sep 9, 2018 32:09


Jae Oh, CFP from www.maximizeyourmedicare.com comes back on the Podcast to discuss how Medicare planning in Florida. A very, VERY complicated state down there, my friends. Just be advised. Jae will be giving a talk in Tampa on October, 9th. This will be a must-see event as the changes that are going to be implement for 2019 will be unveiled in October. Bring your questions! --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support

The Josh Scandlen Podcast
# 80 - Medicare Planning In Connecticut

The Josh Scandlen Podcast

Play Episode Listen Later Sep 9, 2018 22:51


What you need to know about Medicare in Connecticut. Not cheap, but does have some benefits too. So, stay tuned to understand how those in the Nutmeg state can deal with Medicare. As always go to Jae's website at www.maximizeyourmedicare.com to sign up for his newsletter. Feel free to visit my site too at www.heritagewealthplanning.com --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support

The Josh Scandlen Podcast
# 81 - Medicare Planning in Delaware

The Josh Scandlen Podcast

Play Episode Listen Later Sep 9, 2018 19:17


Delaware comes in my top 5 states in terms of taxes for retirees. How does it fare for Medicare? Well listen in and find out with our residential expert Jae Oh, CFP from maximizeyourmedicare.com --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support

The Josh Scandlen Podcast
# 73 - Medicare Planning in California

The Josh Scandlen Podcast

Play Episode Listen Later Aug 23, 2018 22:00


California is the most populous state in the union. 1 out of 10 retirees resides there. So, think there aren't quite a bit of options for Medicare beneficiaries in terms of Supplemental policies and/or Medicare Advantage??? In this episode, our stand-alone expert, Jae Oh, CFP, discusses Medicare planning in the great state of California. Jae can be reached at www.maximizeyourmedicare.com. --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support

The Josh Scandlen Podcast
# 74 - Medicare Planning in Colorado

The Josh Scandlen Podcast

Play Episode Listen Later Aug 23, 2018 23:49


Bringing back Jae Oh, CFP, from maximizeyourmedicare.com to discuss Medicare planning in the great state of Colorado. In this episode Jae also informs us about what happens when one relocates from state to state. Say you're thinking of moving to CO from California. Probably some things you need to know about the rules regarding your Medicare. Lots to understand and know about your choices here. --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support

The Josh Scandlen Podcast
# 69 Medicare Planning In Arizona

The Josh Scandlen Podcast

Play Episode Listen Later Aug 16, 2018 25:01


Medicare Part C and Medicare Supplement policies are very competitive in the great state of Arizona. Of course, with more choices there are also more considerations consumers need to think about. This episode is a good place to start. As always, go to Jae's website at www.maximizeyourmedicare.com for Jae's book and sign up for his weekly newsletter too. --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support

The Josh Scandlen Podcast
# 70 - Medicare Planning in Arkansas

The Josh Scandlen Podcast

Play Episode Listen Later Aug 16, 2018 22:31


Jae Oh, CFP is back to discuss Medicare planning in Arkansas. Arkansas is not as competitive as some of the larger states, like Arizona, but there are still a number of plans, Part C and Supplemental policies for you to choose from. As always, go to Jae's website at www.maximizeyourmedicare.com for Jae's book and sign up for his weekly newsletter too. --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support

The Josh Scandlen Podcast
# 63 - Medicare Planning Discussion With Jae Oh

The Josh Scandlen Podcast

Play Episode Listen Later Aug 4, 2018 66:41


This is a podcast you NEED to listen to... Why? Because everyone, and I literally mean EVERYONE, will come into contact with Medicare at some point. And the more you know about Medicare, the better off you'll be. Did you know that by only having Medicare Part A and B, you still have unlimited financial liability? There is no maximum out of pocket for you. So, you need to get either a Medicare Advantage or a Medigap policy to go along with your Parts A and B. What are these and what do they cover you ask? Great question. I have the same questions which is why I brought on Jae. Jae is the author of the book, "Maximize Your Medicare" and can be found at his website www.maximizeyourmedicare.com. Highly recommend you sign up for his free newsletter there too. Did you know that Medicare Advantage plans MUST include prescription drug coverage? I didn't. Switch from Medigap to Medicare Advantage? No problem. The other way though? Maybe not. Listen and learn my friends. Valuable. --- Support this podcast: https://anchor.fm/josh-scandlen-podcast/support

Planet BoomerVille for baby boomers with Jim Enright
Baby Boomer pre-medicare planning and what to do annually after you are on Medicare.

Planet BoomerVille for baby boomers with Jim Enright

Play Episode Listen Later Oct 11, 2016 64:15


Clear explanations of the 5 parts of Medicare and the financial gaps that baby boomers can be left holding. Must known points. Visit www.PlanetBoomerVille.com for more detailed show notes.

World Health News
Segment:Dr. Paul Howard on Medicare planning to pay doctors for end of life counseling

World Health News

Play Episode Listen Later Jul 12, 2015 12:50


Segment:Dr. Paul Howard on Medicare planning to pay doctors for end of life counseling by Dr. Samadi

Elder Law Report
Elder Law Report 005: An Overview of Long Term Care Options

Elder Law Report

Play Episode Listen Later Nov 14, 2013 10:15


One of the greatest concerns for the elderly we serve and their families is that of long term care. Two-thirds of seniors will need care at some point in their life and many have not planned for this likelihood. It is an emotional and unpleasant topic to broach, but helping those we serve to plan ahead empowers them...

Discovering Responsible Wealth
Ep. 35 Asset Protection / Medicaid and Medicare Planning

Discovering Responsible Wealth

Play Episode Listen Later May 17, 2013 16:58


Gary B. Garland, Esq, a Certified Elder Law Attorney, joins us this week to talk about asset protection and medicare/medicaid planning.