Don't Do Medicare Alone: The Decisions at 65 That Can Follow You for Life | Danielle Roberts
Brett went into this conversation thinking Medicare was something he could figure out on his own. He came out of it thinking nobody approaching 65 should try - alone.
Description:
Brett went into this conversation thinking Medicare was something he could figure out on his own. He came out of it thinking nobody approaching 65 should try - alone.
Danielle Roberts co-founded Boomer Benefits and has walked more than 100,000 people through Medicare. She sees the same pattern every year. Someone in good health decides they will deal with it later. Someone picks the plan with the cheapest premium. Someone assumes the Medicare handbook will answer every question. Then two years later, a bill arrives, a specialist drops the network, or a diagnosis makes them ineligible for the coverage they actually need.
The decisions you make when you first become eligible for Medicare can follow you for the rest of your life. This episode walks through what to know before you enroll, why the six-month Medigap window matters, and why working with an independent Medicare broker costs you nothing.
Want to take the next step? Run your own numbers with the free WIYN calculator at brettblake.annuity.com, which takes about three minutes. Ready to talk it through? Book a Retirement Clarity Session with Brett. Not a sales call. Not a slide deck. Your numbers, not ours.
WHAT YOU'LL LEARN
Why Danielle wishes there were a Medicare class for people at 50 or 60
The decisions at first eligibility that can affect your options for the rest of your life
Why the six-month Medigap window is one of the most important dates in retirement planning
How Part B and Part D late-enrollment penalties are calculated, and how long they last
What Medicare does not cover, including long-term care
How Medicare rules change if you are still working at 65
Why an independent Medicare broker costs you nothing and how they get paid
Why "I'll figure it out later" is one of the more expensive Medicare strategies
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DISCLAIMER: Safe Money Radio is for educational purposes only and does not constitute investment, tax, legal, or Medicare-plan advice. Products discussed may not be appropriate for everyone. Medicare information shared in this episode is educational and is not connected with or endorsed by the U.S. government or the federal Medicare program. Guarantees are not government-backed or provided by Annuity.com, Inc. Annuity.com, Inc. (NPN 21086345) operates as Annuity.com Insurance Marketing (CA License No. 6013124) and Annuity.com Insurance Solutions (NY License No. LA-1860109). Boomer Benefits and Danielle Roberts are guests of the program. Annuity.com, Inc. is not affiliated with Boomer Benefits and does not offer or sell Medicare Advantage plans, Medicare supplement plans, or Medicare Part D drug plans.
LinkedIn | Retirement tools | Email
Follow Danielle Roberts (Co-founder, Boomer Benefits)
#Medicare #MedicarePlanning #Retirement #Retire65 #Medigap #MedicareAdvantage #RetirementPlanning #SafeMoneyRadio #BoomerBenefits #DanielleRoberts
DISCLAIMER: Safe Money Radio is for educational purposes only and does not constitute investment, tax, legal, or Medicare-plan advice. Products discussed may not be appropriate for everyone. Medicare information shared in this episode is educational and is not connected with or endorsed by the U.S. government or the federal Medicare program. Guarantees are not government-backed or provided by Annuity.com, Inc. Annuity.com, Inc. (NPN 21086345) operates as Annuity.com Insurance Marketing (CA License No. 6013124) and Annuity.com Insurance Solutions (NY License No. LA-1860109). Boomer Benefits and Danielle Roberts are guests of the program. Annuity.com, Inc. is not affiliated with Boomer Benefits and does not offer or sell Medicare Advantage plans, Medicare supplement plans, or Medicare Part D drug plans.
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