Navigating Medicare in 2025

Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Education, Investmentmanagement, Saving, Self-improvement, Careerplanning, Retirement, Business, Lifeplanning, Investing, Retirementplanning, Financialplanning, Retirementpodcast

4.6 • 1.2K Ratings

🗓️ 3 September 2025

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

💬 Show Notes

In this episode, we explore the intricacies of navigating Medicare in 2025 with Medicare expert Danielle Roberts from Boomer Benefits. Discover the recent changes in Medicare Advantage and Part D plans that could impact your healthcare decisions. We also share inspiring stories of individuals embracing life in retirement and discuss the importance of reviewing your Medicare options annually. Tune in for valuable insights and practical tips to ensure you make the best choices for your health coverage!

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

(00:00) Today on the show, we are going to explore how to navigate Medicare in 2025

ROCKIN’ RETIREMENT IN THE WILD

(01:30) Roger shares a story from a listener who was “jolted” into action.
(03:00) Jamie says she plays mahjong with a group of retired ladies and started a book club.

PRACTICAL PLANNING SEGMENT

(04:55) Roger introduces Danielle with Boomer Benefits to chat about Medicare
(05:25) What is the state of Medicare right now?
(10:25) How important is it to pay attention to the annual notice of change?
(12:15) What are the key things to pay attention to when they get these notices?
(17:41) Medicare Advantage is heavily marketed and people have strong opinions about Medicare Advantage versus original Medicare.
(25:05) Roger talks about the company- Boomer Benefits.
(26:40) What is the service level of Boomer Benefits? What kind of support do you get after you enroll?

LISTENER QUESTIONS

(31:26) Visit Askroger.me to submit questions.
(31:46) Terri asks for reputable sources for buying health insurance after retirement.
(35:40) Beth asks a question about the Affordable Care Act and putting contributions into an HSA account without an employer deduction.

SMART SPRINT

(38:36) In the next seven days, put a date on your calendar for October to review your healthcare coverage

BONUS

(39:30) Roger shares about what he has been doing in Colorado for the last three weeks.

REFERENCES

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Transcript

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0:00.0	Sometimes you just need a jolt.
0:06.1	Welcome to the show dedicated to helping you not just survive retirement, but to have the confidence.
0:12.7	To lean in and really rock it.
0:16.3	Today on the show, we are going to start to explore how to navigate Medicare in 2025.
0:24.7	There have been a number of things that are causing the need to reevaluate the kind of plan that you have
0:33.6	and to make sure you make thoughtful choices.
0:36.6	And to help us with that is one of my favorite Medicare person,
0:40.8	which is Danielle Roberts from Boomer Benefits.
0:44.3	She is a big friend of the show and our practice.
0:47.1	They are our go-to navigator for Medicare.
0:50.1	And she's going to talk about some of the recent changes that are coming up,
0:53.4	why it's more important than ever to pay attention to what is changing in plans,
0:58.8	especially when it comes to Medicare Advantage and some other things.
1:01.5	So we're going to have Danielle on the show.
1:03.2	In addition, we're going to answer some of your questions related to health care before Medicare after the chat with Daniel.
1:10.3	So let's get this party started.
1:15.8	To start, we're going to go with rocking retirement in the wild. This is where we profile
1:21.7	stories of someone just like you working to create a great life.
1:28.3	So I want to start with the beginning quote.
1:30.7	Sometimes you need a jolt.
1:31.8	That actually came from a conversation I had with someone, a couple.
1:36.2	And the husband was saying, I was riding my bicycle,
	...

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