Seven Ways In, Part 1: He Turned 65, Kept the Company Plan, and Medicare Was Already First in Line episode artwork

EPISODE · Aug 3, 2026 · 16 MIN

Seven Ways In, Part 1: He Turned 65, Kept the Company Plan, and Medicare Was Already First in Line

from Inheritance Planning Made 123Easy

Part one of Seven Ways In, a seven-part series on how seven very different people arrived at the same program, and the one detail that decided each case. Today: the business owner. There is a line in the Medicare rules drawn at twenty employees. On one side, your group plan pays your bills first. On the other side, Medicare does, whether or not you ever signed up for it. Eddie and Betty walk through what that means for anyone who owns a business and is anywhere near 65, why the answer is sometimes to change nothing at all, and the eight-month window that starts sooner than almost everyone thinks. Read the full article: https://news.americanretirementadvisors.com/already-first-in-line/ Next in Seven Ways In: a woman let go at sixty-eight, handed two years of COBRA, who came in six months later.

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Part one of Seven Ways In, a seven-part series on how seven very different people arrived at the same program, and the one detail that decided each case. Today: the business owner. There is a line in the Medicare rules drawn at twenty employees. On one side, your group plan pays your bills first. On the other side, Medicare does, whether or not you ever signed up for it. Eddie and Betty walk through what that means for anyone who owns a business and is anywhere near 65, why the answer is som...

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Seven Ways In, Part 1: He Turned 65, Kept the Company Plan, and Medicare Was Already First in Line

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