June 02, 2021

Medicare Basics and What To Do Before Age 65 with Danielle Kunkle Roberts #47

24 minutes

Do you know when you should sign up for Medicare? Will your prescription drugs be covered by Medicare or do you need to start looking into alternative options? If you are confused and overwhelmed by Medicare and all the complexity that surrounds the government program, you aren’t alone! After talking with many of her clients over the years, Danielle Kunkle Roberts discovered there was no easy solution to navigating Medicare so she decided to create one!

Danielle co-founded Boomer Benefits in 2005 in Fort Worth, TX. Boomer Benefits is an award-winning insurance agency for national insurance carriers such as Blue Cross Blue Shield, Aetna, Cigna, Mutual of Omaha, and many other A-rated carriers. Danielle and her team are licensed in 48 states. To help us better understand Medicare, Danielle has agreed to join me for a three-part interview as we dive into Medicare and explain how to get this massive government program to work for you.

Have pen and paper ready, you don’t want to miss a minute of this fascinating episode featuring Danielle’s unique perspective!

You will want to hear this episode if you are interested in...

Reviewing the basics of Medicare [1:30]
Why working with a broker can be helpful [4:00]
Understanding how Medicare works [7:00]
When to sign up for Medicare [10:00]
Understanding the cost of Medicare part B [12:30]
What is Medicare Easy Pay? [15:00]
Using a program like COBRA [16:30]
How Medicare covers prescription drugs [19:30]
Closing thoughts and how to get a FREE copy of Danielle’s book [23:00]

Medicare basics

What is Medicare and who is qualified to use it? At the end of the day, simply put, Medicare is a national health insurance program in the United States that started in 1965 under the Social Security Administration (SSA) and now administered by the Centers for Medicare and Medicaid Services (CMS). Medicare primarily provides health insurance for Americans aged 65 and older, but also for some younger people with disability status as determined by the SSA, and people with end-stage renal disease and amyotrophic lateral sclerosis. Do you feel like you have the information you need to navigate Medicare? If you’d like some additional information that will help you get headed in the right direction, make sure to listen to this episode with Danielle Roberts.

Why working with a broker can help

You try to do your best to keep up with your investments and adopt the most successful personal finance habits possible but let’s face it, we all get overwhelmed from time to time. Where do you turn to when you get overwhelmed with your finances? What if there was a way to get at least one aspect of your financial portfolio under control and in the hands of trusted professionals?

Danielle and her team at Boomer Benefits are in the business of helping people understand Medicare, in simple, plain terms that everyone can understand. It’s their belief that you first need to understand Medicare itself. You can’t understand your supplement options until you first get a handle on basic Medicare benefits. Fortunately, they’ve mastered how to make it simple. Learn more from Danielle and her easy-to-understand approach to Medicare and so much more by listening to this informative episode!

Resources Mentioned on This Episode