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Medicare For The Lazy Man Podcast

Douglas B. Jones, CLU, RHU with Randy Carson of C2C Consulting

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Lighthearted Medicare advice and opinions from longtime expert Douglas B. Jones, CLU, RHU. Drawn from his book: Medicare for the Lazy Man (an Amazon best seller), Doug's advice provides a simple road map to the best Medicare insurance protection available on the market today!
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What happens when a millennial couple dives headfirst into the insurance world, scales a million-dollar remote business, and decides to share their journey with the world? You get The Modern Insurance Agent! Join David and Elle Denning as they peel back the curtain on the messy, magical, and often hilarious realities of entrepreneurship. From the joys (and challenges) of working together as a couple to running remote teams and traveling the globe, this podcast is your behind-the-scenes look ...
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You know it’s important to manage your finances, but who has time to learn everything there is to know about financial planning? Join author and radio show personality Dale Buckner as he interviews experts throughout the industry about everything from protecting your principal to managing your investments. If you’re struggling to keep track of all aspects of your finances, need to prepare for retirement, or don’t know where to start, you need Dale on your side.
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Find out what it means to "Retire Your Way" by subscribing and listening to ILG Financial's podcast. You'll hear ILG Financial advisors Dave Lopez and his nephew, Chase Lopez talk about current events impacting the economy and overall retirement landscape. In addition, you'll hear about ILG Financial's 5-Step Process where you receive comprehensive advice from their team of highly qualified professionals who've successfully managed money through some of the most difficult times in history. C ...
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We're here to help seniors navigate two of the most confusing yet important things they will sign up for: Medicare and Social Security! This journey will be about that and much more. Dave Miller is on a mission to avoid confusion among seniors and help them live the best version of their Golden Years as possible. This podcast will help you avoid costly mistakes, assist you in decision making during annual enrollment. From time to time we will explore other VITAL areas of retirement and have ...
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Jae'$ Corner Podcast

Jae Oh, CFP, Author

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Join Jae Oh, nationally recognized Medicare expert, certified financial planner, and Education Fellow at the Alliance for Lifetime Income, on Jae’s Corner, where financial reality is clarified and simplified. Each episode explores healthcare, insurance, investments, and economic news, offering clear, actionable insights valuable for subscribers of all ages and backgrounds. Author of the bestselling book, Maximize Your Medicare, Jae also provides a free newsletter packed with tips for lasting ...
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Podcast hosted by nationally-recognized expert on Medicare, Jae W Oh, MBA CFP CLU ChFC, author of top-rated, top-selling book on Medicare, Maximize Your Medicare. Subscribe to the YouTube channel and check out the book at www.maximizeyourmedicare.com
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Moving yourself into the Medicare system for the first time can be a challenge. When we say "first time" we mean those folks that are turning 65 and need Medicare now or those that are retiring past age 65 and have to figure out how to go from their employer sponsored insurance and over to the Medicare system. That's where we come in. Join Joanne Giardini-Russell and Cameron Giardini along the with rest of the "Transition to Medicare Team" as they get you there in the right way. Our Michigan ...
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show series
 
MEDICARE ADVANTAGE MINUTE: WATCH OUT FOR THE "MEDIGAP TRAP" YOUR MEDICARE BENEFIT 2025: URGENTLY NEEDED CARE OBAMACARE: the parties are preparing to wrestle over the imploding health insurance plans we have been stuck with for 15 years. The Dems want to keep it limping along as the next step towards socialized health insurance while the Republicans…
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Send us a text The Medicare market is tightening and agents who rely on yesterday’s strategies are already feeling the squeeze. In this episode of The Modern Insurance Agent Podcast, we sit down with Casey Ahlbum, Medicare specialist and second-generation agency leader, to unpack why Medigap is quietly becoming one of the smartest, most stable play…
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MEDICARE ADVANTAGE MINUTE: "DENY, DENY, DENY!" BY REJECTING CLAIMS MA PLANS THREATEN RURAL HOSPITALS AND PATIENTS! YOUR MEDICARE BENEFITS 2025: WALKERS Next item is lists of states with the highest percentage and the lowest percentage of new Medicare participants selecting Medicare supplement plans. On a trip to Hawaii in 2000 I learned that the st…
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Send us a text AI is everywhere right now… but most conversations are hype not help. In this episode of The Modern Insurance Agent Podcast, we sit down with Jason Long, a 25+ year operator, private equity veteran, and AI systems architect who has been building automation-driven businesses long before AI became a buzzword. Jason has built, scaled, a…
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Dale guest episode is with Eli Wilkerson from Praxis Detection SVCS, LLC, and they’re diving into the topic of how charities earn a large portion of their funds during the holidays. With the holiday season of giving comes the opportunity for people to contribute to meaningful causes, but it’s also the time when scammers are most active. The convers…
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Dale continues his conversation with John Kletchka, CPA at Condor, Kletchka & Associates, by emphasizing that while Roth accounts can be powerful tools, timing and strategy matter just as much as the decision itself. For employees still in their peak earning years or retirees with large required minimum distributions (RMDs) not yet started, convert…
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MEDICARE ADVANTAGE MINUTE: THE NINE DISADVANTAGES OF MEDICARE ADVANTAGE YOUR MEDICARE BENEFITS 2025: VIRTUAL CHECK-INS Wrapped up the episode with a festive Christmas quiz! Contact me at: [email protected] (Most severe critic: A+) Visit us on: BabyBoomer.ORG Inspired by: "MEDICARE FOR THE LAZY MAN 2025; SIMPLEST & EASIEST GUIDE EVER!" "MEDICARE DR…
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Send us a text If your calls go unanswered, texts get ignored, and DMs feel like they disappear… 👉 it’s probably not your leads. In this episode of the Modern Insurance Agent Podcast, David & Elle Denning reveal the real reason most insurance agents are struggling to reach prospects right now: A trust gap. You’ll learn the “Trust Before Talk” model…
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Send us a text Business owners are one of the most profitable and most misunderstood markets in insurance and finance today. And most agents are leaving massive opportunity on the table without realizing it. In this episode of The Modern Insurance Agent Podcast, we sit down with Tariq “Sonny” Azam, business finance strategist, advanced markets expe…
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MEDICARE ADVANTAGE MINUTE: Medicare vs. Medicare Advantage: Ill Health often Leads to a Plan Switch YOUR MEDICARE BENEFIT 2025: Travel Outside the USA Correspondence from Anita in Fountain Hills, AZ: She has Medicare supplement Plan G but wants to consider switching to High Deductible Plan G. After some thought she... What's the deal with Long Covi…
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MEDICARE ADVANTAGE MINUTE: JUDGE SIDES WITH HUMANA; TOSSES OUT MEDICARE ADVANTAGE AUDIT RULE. FAILS TO RECOVER $4.7 BILLION IN GOVERNMENT OVERPAYMENTS TO INSURANCE PLANS. YOUR MEDICARE BENEFIT 2025: TRANSITIONAL CARE MANAGEMENT PROGRAMS. Analysis of the typical situation when it comes to rate increases on Medicare supplement plans. A person paying …
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Send us a text Ever had a client switch agents out of nowhere… even though everything seemed solid? It wasn’t random and it wasn’t the pricing. In this episode of The Modern Insurance Agent Podcast, David & Elle Denning pull back the curtain on the silent churn problem affecting agents nationwide. Competitors aren’t stealing your clients with bette…
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MEDICARE ADVANTAGE MINUTE: WHY MA CONTRACT NEGOTIATIONS ARE GETTING HEATED YOUR MEDICARE BENEFITS 2025: TRACTION EQUIPMENT Close friend Marlene figured out how to send me a lively online discussion regarding the new Medicare experiment with Prior Authorization. She saw my repeated warnings in some of these online comments. Full disclosure mandated …
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Send us a text Fleet safety is undergoing a massive shift and it’s not about adding more alerts, more data, or more complicated tech. In this episode of The Modern Insurance Agent Podcast, we sit down with John Weldon, President of SureCam, to break down why the industry’s “more is better” mindset is creating false confidence, distracted drivers, a…
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MEDICARE ADVANTAGE MINUTE: Payors Continue to Predict MA Marketplace Enrollment Losses YOUR MEDICARE BENEFITS 2025: Therapeutic shoes or inserts A review of the magnificent extravaganza that was Toni King's "Confused By Medicare" webinar! I wish she hadn't made up a B.S. story about the Internet crashing and causing her presentation to crash! The q…
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Send us a text What does it take to stay relevant, sharp, and wildly successful for over 42 years in the sales world? This episode has the answer. Today on The Modern Insurance Agent Podcast, we sit down with John Solleder bestselling author, global speaker, elite martial artist, and one of the very few people to hit the top rank in four different …
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Dale sits down with John Kletchka, CPA at Condor, Kletchka & Associates, to discuss why so many retirees claim Social Security without a real plan—and how that can cost them. John explains why you shouldn’t retire just because you hit 65, and how building purpose into your next chapter is essential. Discover strategies to maximize your Social Secur…
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MEDICARE ADVANTAGE MINUTE: MA plans may limit radiation treatment options for cancer; increase the cost & duration of car! YOUR MEDICARE BENEFITS 2025: Telehealth Major work has begun on "Medicare for the Lazy Man 2026". This is the most difficult time of year to find free time for more than one project but I am forging ahead! And finally, a light …
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Send us a text Most insurance agents think they need branding, funnels, or a massive marketing budget to get leads. That’s actually the reason they stay stuck. In this episode of The Modern Insurance Agent Podcast, David and Elle break down the exact flywheel that gets brand-new agents to their first 100 leads fast without ads, tech, complicated sy…
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MEDICARE ADVANTAGE MINUTE: MA plan member satisfaction facing headwinds! YOUR MEDICARE BENEFITS 2025: TDAP (Tetanus, Diphtheria and Pertussis) shots Advice from Diane Omdahl: Review your drug plan in case the government plan finder "glitches". Correspondence: Peter wants to know whether he should consider changing from HDG to Plan G. This is not so…
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Send us a text Want to know how one of the insurance industry’s most recognizable figures built a brand, a movement, and a multi-million-dollar ecosystem before turning 35? This episode is your inside look. On today’s episode of The Modern Insurance Agent Podcast, David sits down with Cody Askins founder of 8% Nation, CaBoom Leads, and one of the m…
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MEDICARE ADVANTAGE MINUTE: Are Medicare Advantage's glory days over? Some think so! YOUR MEDICARE BENEFITS 2025: Swing bed services How about some obesity drugs? Thanks to Trump, Medicare will cover weight loss medications for the first time in history. Obesity drugs will be covered for as little as $50. Inspired by: "MEDICARE FOR THE LAZY MAN 2025…
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Send us a text Legacy isn’t a policy, it’s the conversation most families avoid until it’s too late. In this deeply human episode of The Modern Insurance Agent Podcast, David sits down with Jason Brown, founder of The Legacy Deck and host of When What If Happens, to explore how intentional conversations can reshape the way insurance agents protect …
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Dale talks with Becky Burton, owner of Vitality Home Care, LLC, about the challenges of caring for a loved one at home. Providing care can take a real toll on family members. While many seniors wish to care for their spouses—and many adult children want to care for their aging parents—growing older often brings a loss of independence and the need f…
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MEDICARE ADVANTAGE MINUTE: Informed consent: The key to preventing big Medicare Advantage mistakes! YOUR MEDICARE BENEFITS 2025: Surgical Dressings Enjoy some correspondence from clients or wannabe clients: Ken & Mrs. Ken sent their heartfelt thanks for the help with various insurance products, including Medicare supplement and life insurance which…
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Send us a text Trying to recruit insurance agents online but it feels like you’re posting into the void? This episode of The Modern Insurance Agent Podcast reveals seven proven, plug-and-play social media strategies that real agency builders are using to attract coachable agents without cold DMs, spammy “keep your options open” scripts, or expensiv…
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Send us a text Tired of sales advice that tells you to automate everything? Sales Tycoons founder Nick Flamini is here to challenge the entire playbook. In this episode of The Modern Insurance Agent Podcast, Nick joins host David Denning to reveal why the next era of sales won’t be led by bots, templates, or funnels 👉 It will be won by the people w…
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MEDICARE ADVANTAGE MINUTE: New United Healthcare CFO plans to restore the company's "swager"! YOUR MEDICARE BENEFITS 2025: Surgery Lipitor (Atorvastatin) has endured a very large recall that may affect hundreds of thousands of users; There might be a pattern of lapses in drugs manufactured overseas. Finally, I examine the very small rate increases …
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MEDICARE ADVANTAGE MINUTE: MA enrollees have access to only about half of the physicians that would be available to traditional Medicare participants (those in Original Medicare with a Medicare supplement) YOUR MEDICARE BENEFITS 2025: Supplies Article: "Challenges of Choice in Medicare" Many people struggle with the Medicare decisions the must make…
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Send us a text What if recruiting didn’t feel like chasing… but attracting? What if your agency grew not through pressure or promises but through freedom, alignment, and data? In this episode of The Modern Insurance Agent Podcast, we sit down with Ben Edson Life agency leader, team builder, and former professional river guide whose leadership philo…
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Join Dale this week as he continues his insightful conversation with Jennifer Huntington of JH Insurance Agency. Jennifer is a seasoned expert in Medicare Supplements, Medicare Advantage Plans, and health insurance benefits for both individuals and employers. With so many Medicare supplement options available today, having a knowledgeable advocate …
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Welcome back to Medicare Mayhem, the podcast where we turn confusion into clarity for seniors, caregivers, and families navigating the often chaotic world of Medicare and aging-related planning. I’m your host, Jill Santos, licensed Medicare advisor with All About Medicare in Pompano Beach, Florida. Today’s episode brings you a deep, insightful, and…
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Correction: Its "Medicare for the Lazy Man; BARE BONES" (not BIG BONES)! MEDICARE ADVANTAGE MINUTE: MA premiums drop in 2026; Here's how hidden costs could still hit your wallet! YOUR MEDICARE BENEFITS 2025: Speech-language pathology services! Four states have issued cease and desist orders to several insurance companies who have cleverly thought o…
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Send us a text Are you tired of wasting time and money on unprofitable insurance niches? In this video, we're going to show you how to discover profitable insurance niches fast and maximize your returns! From identifying high-demand markets to finding hidden gems, we'll cover it all. Whether you're a seasoned insurance professional or just starting…
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As Medicare Open Enrollment wraps up on December 7th, it's the perfect time to break down some of the lesser-known terms and options you may be seeing—or weighing—right now. On this episode of the Retire Your Way with ILG Financial Podcast, Chase takes a closer look at one of the biggest decisions beneficiaries face: whether to stay with or switch …
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Send us a text How do you turn $500 and a vision into a $100M+ insurance empire without outside investors, massive funding rounds, or viral luck? In this episode of The Modern Insurance Agent Podcast, host David Denning sits down with Dan Garzella, Founder & CEO of Garzella Group, to break down the Problem-First Playbook that scaled five insurance …
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Send us a text Are you still selling one policy at a time? If so, this episode might be the wake-up call your business needs. In this episode of The Modern Insurance Agent Podcast, host David Denning sits down with Gaylan Hendricks CEO of Senior Security Benefits, Managing Partner at Integrity Marketing Group, and the industry legend known as “The …
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This week on the show, Dale welcomes Broc Carter from the Amarillo Area Foundation. Broc joined the Foundation in 2015 as the No Limits No Excuses Program Officer and now serves as the Senior Director of Operations & Communications, overseeing communications, facilities, marketing, HR administration, IT, and serving as program manager for The Panha…
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Medicare Advantage Minute: House Democrats Introduce Legislation to Stop Prior Authorization Pilot! Your Medicare Benefits 2025: Sleep Studies How the government shutdown affects Medicare! (Spoiler alert: It doesn't) Concierge medicine described, with pros & cons for patients and doctors. Contact me at: [email protected] (Most severe critic: A+) V…
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Send us a text Think buying leads is the only way to grow your insurance business? Think again. In this episode of The Modern Insurance Agent Podcast, hosts David and Elle Denning pull back the curtain on the real state of insurance marketing what’s working in 2025, what’s dying fast, and why so many agents waste money chasing strategies that never…
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Medicare Advantage Minute: United Healthcare Projects A 1,000,000 Member Drop in Medicare Advantage Enrollment Your Medicare Benefits 2025: Skilled Nursing Facility Care Correspondence with client Richard: He wondered whether he had to "re-up" (re-enroll) in his Medicare supplement and/or his Part D drug plan. Turns out he received a very scary "sc…
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Send us a text How do you scale a million-dollar virtual life insurance agency without losing the human touch?🎯 In this episode of The Modern Insurance Agent Podcast, host David Denning sits down with Griff Martin, founder of The SFG Martin Agency (Symmetry Financial Group), whose team recently crossed $1M in monthly life insurance sales. Griff sha…
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Medicare Advantage Minute: Want to watch a highly entertaining documentary about a type of Medicare insurance to be avoided like the plague? Type this into the YouTube search window: "Medicare Advantage: Last Week Tonight with John Oliver" Your Medicare Benefits 2025: Shots (vaccines) Correspondence with a potential client answers the question: Wha…
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Send us a text How does a former pro athlete write over $1.3 million in life insurance production in his very first year? 🏀💼 In this episode of The Modern Insurance Agent Podcast, host David Denning sits down with Dylan Crane former professional basketball player turned top-producing life insurance agent to unpack the systems, mindset, and structur…
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This week, Dale welcomes a special guest — George Jackson, Music Director with The Amarillo Symphony. Now in his fourth year leading the orchestra, George brings a wealth of experience and energy to the Amarillo music scene. In addition to his work with the symphony, he shares his expertise with students at Amarillo College and West Texas A&M Unive…
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Medicare Advantage Minute: Medicare users could soon lose perks they love, like choosing their own doctors! Your Medicare Benefits 2025: Shingles Shots We review recent rate increase filings in various states by various insurance companies. Is Medical inflation still with us or is it starting to subside? Contact me at: [email protected] (Most seve…
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Send us a text What if the biggest thing holding your business back… is you?😬 In this episode of The Modern Insurance Agent Podcast, hosts David & Elle Denning unpack the real reason so many insurance agents struggle to attract clients even when they’re posting consistently, following scripts, and checking all the “right” boxes. They reveal how you…
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Medicare Advantage Minute: Mayo Clinic warns that it won't take most Advantage plans (in Phoenix, AZ and Jacksonville, FL). Your Medicare Benefits 2025: Sexually Transmitted Infection Screenings Correspondence, consisting of questions and answers, from clients and soon-to-be clients, Peter in New York seems happy to have discovered the podcast. Mic…
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Dale welcomes Jennifer Huntington of JH Insurance Agency! Jennifer specializes in Medicare Supplements, Medicare Advantage Plans, and health insurance benefits for both employers and individuals. If you’re turning 65 or reviewing your coverage options, Jennifer can help you find the plan that’s right for you. She’ll guide you every step of the way …
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