6 Simple Steps to Master Medicare in 2025
Автор: Mr. Retirement with Jeremy Keil, CFP®, CFA®
Загружено: 2024-10-23
Просмотров: 104
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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
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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
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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.
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