5 Huge Medicare Decisions You'll Need To Make (with Danielle Kunkle Roberts)
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 30 September 2020
⏱️ 64 minutes
🧾️ Download transcript
Summary
The biggest mistake you can make is to wait until the last minute to learn about how to make the most out of your benefits packages. It's one thing to mess up a form at the DMV, but when it comes to your Medicare, making a mistake can lead to big issues with your health. Danielle Kunkle Roberts, author of new book, 10 Costly Medicare Mistakes You Can't Afford To Make, comes on today's show to share the key decisions you'll need to make and how to avoid losing money or health care options.
Plus, is another bear market on the way? Honest answer? Maybe! During our headlines we'll explain how the bear market could drop next week, (or tomorrow, or even next month)... and why that shouldn't matter to your portfolio anyway. In our second piece, we'll share the changing American sentiment behind sustainable funds.
During the Haven Life Line, Amy calls in with questions on how to retire as an expat. Amy and her husband live in Germany with their three kids and they both get paid in euros. Due to complicated investing laws, Amy has most of their assets located in the United States. The problem? Amy's family plans to retire in Germany! Amy asks us: What type of professional should Amy and her husband hire to sort out their financials? Should that professional be American or German?
All that and more on today's episode! Enjoy!
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Transcript
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| 0:00.0 | Hi, I'm David Steinwin. I'm not talking to other people about money on money for the rest of us. I'm stacking Benjamin's. |
| 0:10.4 | Live from Joe's mom's basement, Doug, and how much do you know about government benefits? |
| 0:30.8 | From Social Security to disability, there's a lot to know. |
| 0:34.5 | But one of the biggest benefits is Medicare. |
| 0:37.2 | And today, we'll share five decisions you'll need to make with Medicare expert Danielle |
| 0:42.5 | Kunkel Roberts. |
| 0:44.0 | Think you're too young for that conversation? |
| 0:46.6 | You'll want to know early. |
| 0:48.3 | Plus, that's not all. |
| 0:49.8 | On today's headline segment, we'll talk about the stock market. |
| 0:53.2 | Is it time for Bear Market Part 2? |
| 0:56.3 | Joe and OG will share their opinion. |
| 0:58.5 | Of course they will. |
| 1:00.0 | And yes, we'll toss out the Haven Lifeline to Amy, |
| 1:03.5 | who has a question about getting financial advice when you're an American living abroad. |
| 1:08.1 | And last but not least, you're going to be blown away by my trivia. |
| 1:14.3 | And now, |
| 1:15.1 | two guys who are the premier experts on Medicare |
| 1:17.8 | because they've been on it for so long, |
| 1:20.6 | it's Joe and O J-J-J-J-J-J-J-G. |
| 1:33.3 | Yeah. J. J. J. J. J. J. J. J. J. J. J. J. J. J. J. M. There's days, Doug Nails it. |
| 1:34.6 | And other days when... |
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