Interested in talking with Todd and his team? Schedule some time with them here:

https://hello.q3adv.com/todd-podcast


In this episode of What's Next in Retirement, host Craig Wear and guest Todd Morrissey, President of Medicare Solutions at Advisors Excel, provide insights into the Medicare Open Enrollment period. Whether you’re already on Medicare or exploring options for the first time, this discussion covers key information about Medicare Advantage, Part D, and the changes brought on by recent legislation.

Todd and Craig discuss the steps to consider during open enrollment, how to evaluate plan changes, and the impact of the Inflation Reduction Act on premiums and coverage. This episode emphasizes the importance of partnering with a knowledgeable advisor who can offer tailored guidance based on your unique healthcare needs.

Chapters

00:00 Introduction to Medicare and Retirement Planning
03:27 Understanding Medicare Open Enrollment
08:11 Navigating Medicare Advantage and Supplements
13:03 Market Trends and Consumer Awareness