173: Making Sense of Medicare with Danielle Roberts
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 23 November 2020
⏱️ 68 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
Danielle Roberts is a Medicare insurance expert and National Social Security Certificate Holder. She writes regularly for a number of online publications, including Forbes, where she is a member of the Finance Council, and has dedicated her career to sharing her knowledge about Medicare, retirement, and insurance so that baby boomers can prepare for the costs of healthcare in retirement.
In her bestselling book, 10 Costly Medicare Mistakes You Can't Afford to Make, she helps new retirees know the Medicare pitfalls and how to avoid them, how to make major Medicare decisions, and the costly penalties that can happen as a result of poor planning.
As we get inundated with Medicare questions during open enrollment, Danielle joins the podcast to talk about why Medicare is so complex, the major mistakes that people make when choosing and using Medicare coverage, and how to get the guidance you need to ensure that you'll be able to access vital health services in retirement.
Show Notes: Howardbailey.com/173
Rate & Review the Podcast: RetireWithPurpose.com/review
Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees maximize their financial confidence. |
| 0:14.4 | Casey Wheat is a certified financial planner and president of Howard Bailey Financial. |
| 0:18.4 | His newest book, Job Optional, is a Wall Street |
| 0:21.3 | Journal bestseller and is available now on Amazon and at Retirewithpurpose.com. He's your host on |
| 0:27.9 | Retire with Purpose. Hey, I'm Casey, and I believe in retirement strategies that are driven |
| 0:33.7 | by meaning and purpose. Join me this week and every week as we discuss thoughts and ideas |
| 0:40.3 | with some of today's foremost experts in the field of finance and retirement, as well as |
| 0:45.8 | discussing trending topics that could impact your bottom line. These discussions can help you |
| 0:51.5 | make better financial decisions so you can live the lifestyle |
| 0:55.0 | you've always imagined and deserved. Welcome to the show. |
| 1:02.2 | Today I'm speaking with Danielle Roberts. Danielle is a Medicare insurance expert and founder |
| 1:08.2 | of Boomer Benefits. She writes regularly for a number of online |
| 1:12.4 | publications, including Forbes, whereas she is a member of the Forbes Finance Council and has |
| 1:17.9 | dedicated her career to sharing her knowledge about Medicare retirement and insurance so that |
| 1:24.5 | baby boomers can prepare for the cost of health care in retirement. |
| 1:28.5 | In her best-selling book, 10 costly Medicare mistakes you can't afford to make, |
| 1:33.6 | she helps new retirees know the Medicare pitfalls and how to avoid them. |
| 1:38.7 | How to make major Medicare decisions and the costly penalties that can happen as a result |
| 1:43.9 | of poor planning. Stick around at the |
| 1:45.8 | end of the show. We're going to have a special offer for you regarding that book. As we get |
| 1:50.2 | inundated with Medicare questions during open enrollment, Danielle is joining the podcast to talk about |
| 1:56.5 | why Medicare is so complex, the major mistakes that people make when choosing and using |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Casey Weade, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Casey Weade and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.