Retire With Ryan

Mistakes To Avoid During Medicare Open Enrollment with Danielle Roberts, #229


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How does Medicare Open Enrollment work? Do you need a supplement plan? How do you choose between a Medigap or Medicare Advantage plan? Navigating these questions can be overwhelming.

That's why Danielle Roberts—co-founder of Boomer Benefits and the author of "10 Costly Medicare Mistakes You Can't Afford to Make"—joins me in this episode to help you avoid common pitfalls during Medicare Open Enrollment.

You will want to hear this episode if you are interested in...
  • [1:42] How Medicare open enrollment works
  • [3:45] Do you need a supplemental plan?
  • [5:13] How CMS changes impact plans
  • [9:37] Comparing Medigap vs Medicare Advantage
  • [12:41] The typical annual rate increase
  • [15:21] How Medigap plans work when you move
  • [16:12] When to choose a Medicare Advantage plan
  • [19:34] How Medicare Part D works
  • [21:38] How to choose between Medigap vs Advantage plans
  • [24:06] How to choose a broker to work with
  • [27:05] Start researching your Medicare options early
  • [28:06] How to get a free copy of Danielle's book
Resources Mentioned
  • Retirement Readiness Review
  • Subscribe to the Retire with Ryan YouTube Channel
  • 10 Costly Medicare Mistakes You Can't Afford to Make
  • Boomer Benefits
  • 2025 Medicare IRMAA Surcharge Updates, #228
Connect With Morrissey Wealth Management

www.MorrisseyWealthManagement.com/contact

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Retire With RyanBy Ryan R Morrissey

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