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The Inflation Reduction Act of 2022 and Medicare with Kathe Kline

Автор: Mr. Retirement with Jeremy Keil, CFP®, CFA®

Загружено: 2022-11-29

Просмотров: 65

Описание: Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for Medicare.

Summary:

111 – Do you have insurance through Medicare? Medicare is estimated to cover around 14% of the population of the USA and is one of the largest payers for health care.

In this episode, Jeremy Keil brings on Kathe Kline, a former financial advisor, certified medicare agent, and host of the Rock Your Retirement podcast, to talk about Medicare. Kathe shares how her podcast and experience as a Medicare agent have led her to create the Certified Medicare Agents website, which connects Americans to available certified Medicare Agents across the country. She also explains how the Inflation Reduction Act affects Medicare insurance and what to check Medicare insurance plans for annually.

Kathe discusses:

How her Rock Your Retirement podcast differs from a typical retirement podcast by taking listeners along the journey of a retiree
How the Rock Your Retirement podcast led her to create Certified Medicare Agents to connect people to the agents that are out there
How the Inflation Reduction Act affects Medicare insurance
What to check for annually in your Medicare insurance plan
And more


About Our Guest:

After spending 25 years as a financial advisor, Kathe Kline saw the growing need for someone who could help with Medicare, so she started helping people through the complicated maze of Medicare insurance.
Her background in financial planning was the perfect fit to be able to break complicated subjects into easily understood snippets of information.
Because she wants to be helpful to Medicare recipients all over the nation, she has founded CertfiedMedicareAgents.com, a directory site where you can find a certified and licensed agent in your state to help you navigate Medicare.

===
Maximize Your Retirement Income!
Lower Your Lifetime Tax Bill
Avoid Mistake with Your Pension
Get the Most out of Social Security

If you’re trying to find the answers to these questions:
How do I get the most money out of my Social Security & Pension?
How do I lower my lifetime tax bill?
How do I turn my $500k+ retirement savings into retirement income?
Then schedule an intro call with my team at Keil Financial Partners:
https://calendly.com/d/3wq-24m-d4p

===
Disclosures
Videos published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These videos reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those videos were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.
All content is provided for educational purposes only and does not constitute personalized investment advice. Read below for current disclosures and potential conflicts of interest.

This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.

The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past Performance is no guarantee of future results.

Legal & Tax Disclosure
Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations.

Advisor Disclosures
Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC.

Additional information about Alongside, LLC - including its services, fees and any material conflicts of interest - can be found at https://adviserinfo.sec.gov/firm/summ... or by requesting Form ADV Part 2A.

The content of this media should not be reproduced or redistributed without the firm's written consent. Any trademarks or service marks mentioned belong to their respective owners and are used for identification purposes only.

For important disclosures visit http://keilfp.com/disclosures
===

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