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Turning 65 should be exciting.

But for many Americans, it becomes confusing fast.

• Medicare.
• Social Security.
• Enrollment timelines.
• Hidden penalties.
• Unexpected costs.

And small mistakes can end up costing thousands.

In this episode of The Modern Insurance Agent Podcast, we sit down with Marcia Mantell, founder of Mantell Retirement Consulting and a nationally recognized retirement expert with over 30 years of experience.

Marcia has helped thousands of advisors and retirees understand how to navigate Medicare, Social Security, and retirement income planning, and her work has been featured in the Wall Street Journal, The New York Times, Barron’s, Bloomberg, and AARP.

Inside this episode, we break down:
• why Medicare is so confusing for people turning 65
• how Social Security and Medicare actually work together
• the most common (and costly) retirement mistakes
• what happens if you delay Medicare incorrectly
• how working past 65 can complicate your decisions
• what advisors need to know to better serve their clients
• how to simplify complex retirement conversations

If you’re approaching retirement or helping clients navigate it, this episode will help you avoid the most common and costly mistakes.

Connect with Marcia Mantell
https://mantellretirementconsulting.com/
https://boomerretirementbriefs.com/
LinkedIn
https://www.linkedin.com/in/marciamantell/

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