EPISODE · Oct 23, 2024 · 28 MIN
Episode 17: Calming the Confusion Around MEDICARE Options
from Wealth on Purpose · host Brian Diffily and Brian Hartmann
Medicare Specialist, Adam Chubb, CLU, joins the Wealth on Purpose hosts for a conversation around the complexities of Medicare. Choosing the right plan is more important than you may think. This episode is a must-listen to anyone who is approaching Medicare age or already using Medicare. Key Topics: Medicare timelines: when to sign up for Parts A and B if nearing age 65 or retiring Coordinating with HR to confirm creditable coverage and understand how company size affects options Overview of Parts A (hospital), B (medical), and D (prescription drugs) Consequences of missing enrollment deadlines, including lifelong penalties Regularly review Medicare plans to ensure they meet changing needs Importance of finding trusted sources to avoid confusion from conflicting advice Upcoming Medicare changes, including prescription drug cost caps, and their impact Connect with us: Adam Chubb, CLU Brian Diffily Brian Hartmann, CFP® Visit our website: Pinnacle Life Granite Bridge Wealth
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Episode 17: Calming the Confusion Around MEDICARE Options
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