Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen Xers

Ep 93 | Medicare Made Simple With David Kerlin


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Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today!

Today’s guest interview is with David Kerlin, an expert on Medicare and health insurance, about his journey from a manufacturing career to becoming a trusted Medicare advisor. 


David shares his personal health transformation and his extensive experience in Medicare, addressing common misconceptions such as the belief that Medicare is free and explaining the differences between Medicare Supplement and Medicare Advantage plans. He emphasizes the importance of evaluating individual medical needs, starting the Medicare enrollment process early, and consulting trusted advisors. 


00:25 David's Journey with Weight and Health

01:37 First Encounter with Medicare

02:38 Understanding Medicare Costs and Plans

04:47 Choosing the Right Medicare Plan

10:01 Open Enrollment and Plan Changes

12:24 Common Misconceptions and Advice

13:26 Navigating Medicare with Professional Help



Connect with David:

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Send me your questions, thoughts, and takeaways from the podcast via email [email protected] OR leave me a voice message at SpeakPipe

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Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen XersBy Dalene Higgins - Money Coach, Retirement Coach, CEO

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