Secure Your Retirement

Medicare Advantage Brokers and You – Staying Safe & Asking Smart Questions


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In this episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq sit down with Medicare specialist Shawn Southard to unpack the recent developments around Medicare Advantage brokers, broker compensation, and the impact of a federal court ruling on CMS Medicare rules. With Medicare open enrollment and aggressive Medicare marketing campaigns happening every year, understanding how brokers get paid and how it may influence the advice you receive has never been more important. 

Shawn explains how the recent court decision effects Medicare plan comparison, Medicare star ratings, and the role of brokers in guiding retirees. If you're planning retirement or reviewing your options during Medicare open enrollment, this episode provides practical insights and unbiased Medicare advice to help you make informed choices. 

Listen in to learn about: 

How Medicare broker compensation structures may impact your coverage decisions and what questions you need to ask to protect yourself from Medicare scams. Whether you're seeking SHIP counseling, comparing plans, or building your retirement checklist, this discussion will help you confidently navigate your Medicare options and secure your retirement

In this episode, find out: 

  • The details behind the CMS rule, the court ruling, and what it means for Medicare Advantage beneficiaries. 
  • How broker compensation can influence recommendations and why questions to ask brokers are critical. 
  • Why aggressive Medicare marketing and commercials may increase — and how to stay vigilant. 
  • How to leverage Medicare plan comparison tools and SHIP counseling for unbiased Medicare advice
  • Steps you can take today to make smart, confident decisions for retiring comfortably

Tweetable Quotes: 

“Understanding how Medicare brokers are compensated empowers you to make better decisions and avoid being swayed by marketing tactics.” 

Radon Stancil 

“Medicare open enrollment is your opportunity to make informed choices — but only if you ask the right questions and focus on what’s best for you, not the broker.” 

Murs Tariq 

Resources: 

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement

To access the course, simply visit POMWealth.net/podcast

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Secure Your RetirementBy Radon Stancil, CFP® & Murs Tariq, CFP®

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