Navigating Medicare in 2025

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Retirement Answer Man

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

622 episodes

3 days ago

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com

All content for Retirement Answer Man is the property of Roger Whitney, CFP®, CIMA®, RMA, CPWA® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Navigating Medicare in 2025

Retirement Answer Man

41 minutes

2 months ago

Navigating Medicare in 2025

💬 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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