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

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Manage episode 445999718 series 3446314
Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

🔗Connect with us

Buy CUtFI a coffee

Record a message for CUtFI

Thank you to our sponsors:

Boomer Benefits: The nation’s leading family-owned Medicare brokers https://boomerbenefits.com/catchingup/

DeleteMe: Your personal data is yours again. Hands-free subscription service that removes you from data broker sites. Enter the code Catchingup at checkout to get 20% off http://joindeleteme.com/catchingup

Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

🌐 Boomer Benefits Website: https://boomerbenefits.com

Boomer Benefits YouTube Channel: https://youtube.com/@boomerbenefits

Boomer Benefits Facebook Group: https://m.facebook.com/groups/BoomerBenefits/

📗 10 Costly Medicare Mistakes You Can't Afford to Make: https://amzn.to/3BLdL1b

Catching Up to FI Health Savings Account Episode Part 1, Episode 98: https://www.youtube.com/watch?v=8vaUH8UfPTQ&t=3629s

Catching Up to FI Health Savings Account Episode Part 2, Episode 99: https://www.youtube.com/watch?v=36S67X4s4pc&t=8s

🕒 Timestamps/Chapters:

00:00 Introduction to Medicare Planning

00:25 Common Medicare Mistakes

01:28 Welcome to Catching Up to FI

02:04 Shoutouts and Acknowledgements

03:31 Introducing Danielle Roberts

05:31 History and Evolution of Medicare

07:59 Medicare Eligibility and Enrollment

10:55 Understanding Medicare Parts A and B

18:40 Medicare Part D: Drug Coverage

27:24 Medigap Plans Explained

36:56 Medicare Advantage Plans

42:17 Understanding Medigap and Medicare Advantage Plans

44:00 Cost Savings with Medicare Advantage

45:21 Tips for Medicare Advantage Plan Holders

46:57 Using HSA Dollars for Medicare Premiums

50:56 Common Medicare Mistakes to Avoid

01:08:22 The Importance of Reviewing Your Coverage Annually

01:12:19 Final Thoughts and Future of Medicare

Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

  continue reading

147 episodes

Artwork
iconShare
 
Manage episode 445999718 series 3446314
Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

🔗Connect with us

Buy CUtFI a coffee

Record a message for CUtFI

Thank you to our sponsors:

Boomer Benefits: The nation’s leading family-owned Medicare brokers https://boomerbenefits.com/catchingup/

DeleteMe: Your personal data is yours again. Hands-free subscription service that removes you from data broker sites. Enter the code Catchingup at checkout to get 20% off http://joindeleteme.com/catchingup

Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

🌐 Boomer Benefits Website: https://boomerbenefits.com

Boomer Benefits YouTube Channel: https://youtube.com/@boomerbenefits

Boomer Benefits Facebook Group: https://m.facebook.com/groups/BoomerBenefits/

📗 10 Costly Medicare Mistakes You Can't Afford to Make: https://amzn.to/3BLdL1b

Catching Up to FI Health Savings Account Episode Part 1, Episode 98: https://www.youtube.com/watch?v=8vaUH8UfPTQ&t=3629s

Catching Up to FI Health Savings Account Episode Part 2, Episode 99: https://www.youtube.com/watch?v=36S67X4s4pc&t=8s

🕒 Timestamps/Chapters:

00:00 Introduction to Medicare Planning

00:25 Common Medicare Mistakes

01:28 Welcome to Catching Up to FI

02:04 Shoutouts and Acknowledgements

03:31 Introducing Danielle Roberts

05:31 History and Evolution of Medicare

07:59 Medicare Eligibility and Enrollment

10:55 Understanding Medicare Parts A and B

18:40 Medicare Part D: Drug Coverage

27:24 Medigap Plans Explained

36:56 Medicare Advantage Plans

42:17 Understanding Medigap and Medicare Advantage Plans

44:00 Cost Savings with Medicare Advantage

45:21 Tips for Medicare Advantage Plan Holders

46:57 Using HSA Dollars for Medicare Premiums

50:56 Common Medicare Mistakes to Avoid

01:08:22 The Importance of Reviewing Your Coverage Annually

01:12:19 Final Thoughts and Future of Medicare

Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

  continue reading

147 episodes

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