Retire With Ryan

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


Listen Later

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

Subscribe to Retire With Ryan

...more
View all episodesView all episodes
Download on the App Store

Retire With RyanBy Ryan R Morrissey

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

38 ratings


More shows like Retire With Ryan

View all
Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

812 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,319 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

545 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

756 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

547 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

682 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

589 Listeners

The Long View by Morningstar

The Long View

926 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

828 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

202 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

154 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,068 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

187 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

143 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

101 Listeners