Understanding Medicare coverage

from Portfolio Intelligence Podcast · host Danielle Roberts, John Bryson, John Hancock Investment Management

Danielle Roberts, founding partner of the insurance agency Boomer Benefits, joins podcast host John P. Bryson to discuss the ins and outs of Medicare, an important part of many retirees' financial planning. Danielle outlines the different parts of Medicare coverage, addresses common misconceptions, and offers advice to help investment professionals assist clients ahead of potential Medicare changes in 2024 and beyond. She also explores surcharges that Medicare participants may need to pay in addition to their premiums—costs that can have a big financial impact on high-income earners in particular. Finally, Danielle discusses best practices for enrolling in Medicare, explains the options for clients who don’t retire at age 65, and identifies three Medicare missteps that people often make.

Episode metadata supplied by the publisher feed · Published Dec 12, 2023

Embed this episode

Attribution link and audio player

Ready to play

Understanding Medicare coverage

0:00 31:03

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

The Course Mentors Podcast The Course Mentors Hey there, future course creator! Ever feel like turning your know-how into an online course is like trying to solve a Rubik's cube blindfolded? Well, grab your headphones because "The Course Mentors Podcast" is here to be your secret weapon! Meet Aimee and Odette (that's us!), your new best friends in the course creation world. We've been in the trenches for over a decade, and for the last five years, we've been rocking the online course space. Now we're here to spill all our secrets in bite-sized, 15-20 minute episodes that'll fit perfectly in your coffee breaks. No fluff, no filler - just real, actionable advice that'll take you from "um, what's a landing page?" to "holy moly, I just hit six figures!". We're talking everything from crafting your course to marketing it like a pro and building a business that'll have you pinching yourself. Whether you're dreaming of ditching the 9-to-5 grind, adding a sweet extra income str

Frequently Asked Questions

How long is this episode of Portfolio Intelligence Podcast?

This episode is 31 minutes long.

When was this Portfolio Intelligence Podcast episode published?

This episode was published on December 12, 2023.

Can I download this Portfolio Intelligence Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!