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6 Simple Steps to Master Medicare in 2025

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

Загружено: 2024-10-23

Просмотров: 104

Описание: Navigating Medicare can feel overwhelming, but it doesn’t have to be. In this week’s episode of Retirement Revealed, I’m breaking down a simple 6-step process to help you master Medicare, based on the expert advice from Diane Omdahl’s book, Medicare for You.

If you’ve been wondering how to choose the right plan or avoid costly mistakes, this episode is for you! Here’s a sneak peek at what we cover:
Timing Your Medicare Enrollment: Find out when to enroll to avoid penalties and gaps in coverage.
Choosing the Right Path: Get clear on the differences between Original Medicare and Medicare Advantage, and which one fits your needs.
Selecting the Best Plan: Tips for working with independent agents to find plans that work with your budget and healthcare needs.
Enrolling in Medicare: The steps to sign up smoothly and on time.
Using Tools to Find the Right Plan: Learn how platforms like Medicare.gov and HeyMOE.com can help you make the best decision.
Annual Coverage Review: Why reviewing your plan each year is key to staying covered and saving money.

Ready to learn more about making the right Medicare decision? Watch my next video “The Ultimate Guide to Medicare with Melinda Caughill”:    • The ULTIMATE Guide to Medicare Enrollment ...  

Giveaway: The first 3 people to email me at [email protected] will receive a copy of Diane Omdahl’s “Medicare for You”!

#Medicare #Medicare2024 #Medicare2025 #OpenEnrollment #MedicareEnrollment #Medigap #PartB #PartD #MedicareAdvantage #MedicareSupplement #Retirement #RetirementRevealed #NewEpisode #RetirementPlanning

Links:
www.i65.com - Melinda Caughill & Diane Omdahl, 65 Incorporated
Melinda Caughill -   / melindacaughill  
“Medicare For You” - by Diane Omdahl - https://www.i65.com/book
www.medicare.gov - Medicare Open Enrollment
https://www.medicare.gov/plan-compare/ - Medicare Plan Finder
www.heymoe.com - Annual Open Enrollment Plan Reminder & Evaluator, Melinda Caughill

Chapters:
00:00 6 Simple Steps to Master Medicare
1:32 Step 1 - Sign up for Medicare at the Right Time
12:33 Step 2 - Select a Path
19:09 Step 3 - Choose a Plan
22:24 Step 4 - Enroll in Medicare
23:12 Step 5 - Enroll in a Plan
24:59 Step 6 - Review Your Coverage Annually

===
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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