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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:
Email David
Your Next Steps to Make Retirement Possible:
Grab Your Free Retirement Planning Guide
Kickstart your journey with the 5 Must-Do Money Moves for Retirement. elevatefinances.us/mustdo
Need a Personal Retirement Plan?
Book your Retirement Roadmap Session — a 1:1 deep dive to get you on track. elevatefinances.us/roadmap
Explore More Resources
Visit the website and discover how to make retirement possible. elevatefinances.us
4.6
2828 ratings
Submit your questions here!
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:
Email David
Your Next Steps to Make Retirement Possible:
Grab Your Free Retirement Planning Guide
Kickstart your journey with the 5 Must-Do Money Moves for Retirement. elevatefinances.us/mustdo
Need a Personal Retirement Plan?
Book your Retirement Roadmap Session — a 1:1 deep dive to get you on track. elevatefinances.us/roadmap
Explore More Resources
Visit the website and discover how to make retirement possible. elevatefinances.us
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