Wealth on Purpose

Episode 17: Calming the Confusion Around MEDICARE Options

Listen Later

Medicare Specialist, Adam Chubb, CLU, joins the Wealth on Purpose hosts for a conversation around the complexities of Medicare. Choosing the right plan is more important than you may think. This episode is a must-listen to anyone who is approaching Medicare age or already using Medicare.


Key Topics:

  • Medicare timelines: when to sign up for Parts A and B if nearing age 65 or retiring
  • Coordinating with HR to confirm creditable coverage and understand how company size affects options
  • Overview of Parts A (hospital), B (medical), and D (prescription drugs)
  • Consequences of missing enrollment deadlines, including lifelong penalties
  • Regularly review Medicare plans to ensure they meet changing needs
  • Importance of finding trusted sources to avoid confusion from conflicting advice
  • Upcoming Medicare changes, including prescription drug cost caps, and their impact



    • Connect with us: 

    • Adam Chubb, CLU
    • Brian Diffily
    • Brian Hartmann, CFP®


      • Visit our website:

      • Pinnacle Life
      • Granite Bridge Wealth
        • ...more
        View all episodesView all episodes
        Download on the App Store
        Wealth on PurposeBy Brian Diffily and Brian Hartmann