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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
Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]
Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving
Book A Free Clarity Connection Call to chat about working with me
Or, grab one of my free resources to help you take the first step:
5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose
Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement
4.6
2828 ratings
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
Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]
Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving
Book A Free Clarity Connection Call to chat about working with me
Or, grab one of my free resources to help you take the first step:
5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose
Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement
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