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

Catching Up to FI

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.

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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

🕒 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.