#046 - Everything you wanted to know about Medicare, with Danielle Roberts (Part 1 of 2)

Retirement Planning Education, with Andy Panko

Andy Panko

Roth Conversion, Roth Ira, Education, Social Security, Ira, Taxes, Retirement Planning, Annuities, Pension, Financial Planning, Investing, 401k, Tax Planning

4.9 • 1.1K Ratings

🗓️ 27 October 2022

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

Part 1 of 2 of my discussion with Danielle Roberts, founder of Boomer Benefits, to talk about all things Medicare (original recording was from October 2020) Links in this episode: 2023 Medicare Parts A & B premiums and deductibles, as well as Medicare surcharge (aka "IRMAA") income levels and surcharge amounts - here2023 Medicare Part D catastrophic coverage out of pocket limit - here Boomer Benefits website - www.boomerbenefits.comDanielle's book - 10 Co$tly Medicare Mistakes You Can't...

Transcript

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0:00.0	Who wants to learn all about Medicare?
0:02.1	We'll stick around and listen to part one of two of my chat with Danielle Roberts from Boomer Benefits,
0:06.5	and this is the 46th episode of the Retirement Planning Education Podcast.
0:13.9	Welcome to the Retirement Planning Education Podcast,
0:16.9	where you can learn all about IRAs and Roth IRAs, employer retirement plans, taxes, social security, Medicare, portfolio withdrawal strategies, annuities, estate planning, and much more.
0:28.5	And now here's your host, Andy Panko.
0:31.1	Good day, mates.
0:32.5	Welcome back to the retirement planning education podcast.
0:35.6	We have a fantastic two-part series for you starting
0:40.4	today. This will be part one of two of a deep dive into all things Medicare. Specifically,
0:47.2	this is a recording or the audio from a previous video I did in my Facebook group a couple years ago, October of 2020,
0:56.9	with Danielle Roberts, the founder of Boomer Benefits.
1:00.5	Boomer Benefits is one of the largest Medicare brokerage agencies in the country,
1:04.3	working throughout virtually all states, I think, except New York and Massachusetts possibly,
1:09.0	but even then they work with networks of folks
1:11.1	they can refer to. But they are truly experts in Medicare. Danielle spends a lot of time traveling,
1:18.1	teaching, educating, spreading the word, you know, helping people make informed decisions
1:23.7	about Medicare. So she was gracious enough to come on my Facebook. I used to do these live
1:28.5	videos every week in my Facebook group Taxes and Retirement. She came on October 2020 and she and I
1:34.4	wrapped all about Medicare. And she gave a fantastic intro explaining what it is, how it works.
1:41.2	There was lots of Q&A from people, from group members who were watching, who were
1:45.8	peppering Danielle with a lot of questions at the time. So I learned a lot from it as well. I thought
	...

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