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Retirement Planning Education, with Andy Panko

#047 - Everything you wanted to know about Medicare, with Danielle Roberts (Part 2 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

4.91.1K Ratings

🗓️ 3 November 2022

⏱️ 37 minutes

🧾️ Download transcript

Summary

Part 2 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 some more about Medicare.

0:02.4

We'll stick around and listen to Part 2 of 2 of my previous chat with Danielle Roberts from Boomer Benefits,

0:07.4

and this is the 47th episode of the Retirement Planning Education Podcast.

0:14.9

Welcome to the Retirement Planning Education Podcast,

0:18.0

where you can learn all about IRAs and Roth IRAs, employer retirement plans,

0:22.5

taxes, social security, Medicare, portfolio withdrawal strategies, annuities, estate planning,

0:28.5

and much more. And now here's your host, Andy Panko.

0:32.3

Welcome back, everybody. I don't know what kind of voice that was, but whatever.

0:39.3

So, no, welcome. This is today,

0:45.7

we got a picking up on our special treat, part two of two of a everything you ever want to know about Medicare series from my previous recording I did with Daniel Roberts, founder of Boomer Benefits,

0:51.3

which is one of the largest Medicare brokerage agencies in the country.

0:56.3

I've known Daniel for a while. She's truly an expert in the field, loves to educate and teach and

1:01.6

give information about Medicare to help people make informed decisions about signing up for Medicare or changing coverage or making sure they have the right amount of coverage or right combination of coverage for themselves. So last week, you know, making sure they have the right amount of coverage, the right combination of coverage for themselves.

1:13.3

So last week, episode 46, was the first part.

1:16.4

Today, we're wrapping up with the second part of my previous chat with Danielle.

1:20.7

And just to recap, and why do this now?

1:22.7

You know, this episode is getting released November 3rd, 2022.

1:27.2

Well, it's because we are in the middle of the annual Medicare,

1:30.6

annual election period, which runs from October 15th through December 7th.

1:35.4

So this time of year is when you could add or change certain coverages like Medicare

1:40.7

Advantage plans, aka Part C, or drug coverage, aka Part D.

1:45.9

So for those you who have those or interest in getting those, this is the time of year where you can do so outside of your initial enrollment period, which is, you know, the months around your 65th birthday or other special election periods you may have.

...

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