Retirement Answer Man

Navigating Medicare in 2025


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šŸ’¬ Show Notes


In this episode, we explore the intricacies of navigating Medicare in 2025 with Medicare expert Danielle Roberts from Boomer Benefits. Discover the recent changes in Medicare Advantage and Part D plans that could impact your healthcare decisions. We also share inspiring stories of individuals embracing life in retirement and discuss the importance of reviewing your Medicare options annually. Tune in for valuable insights and practical tips to ensure you make the best choices for your health coverage!


OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

  • (00:00) Today on the show, we are going to explore how to navigate Medicare in 2025


ROCKIN’ RETIREMENT IN THE WILD

  • (01:30) Roger shares a story from a listener who was ā€œjoltedā€ into action.
  • (03:00) Jamie says she plays mahjong with a group of retired ladies and started a book club.


PRACTICAL PLANNING SEGMENT

  • (04:55) Roger introduces Danielle with Boomer Benefits to chat about Medicare
  • (05:25) What is the state of Medicare right now?
  • (10:25) How important is it to pay attention to the annual notice of change?
  • (12:15) What are the key things to pay attention to when they get these notices?
  • (17:41) Medicare Advantage is heavily marketed and people have strong opinions about Medicare Advantage versus original Medicare.
  • (25:05) Roger talks about the company- Boomer Benefits.
  • (26:40) What is the service level of Boomer Benefits? What kind of support do you get after you enroll?


LISTENER QUESTIONS

  • (31:26) Visit Askroger.me to submit questions.
  • (31:46) Terri asks for reputable sources for buying health insurance after retirement.
  • (35:40) Beth asks a question about the Affordable Care Act and putting contributions into an HSA account without an employer deduction.Ā 


SMART SPRINT

  • (38:36) In the next seven days, put a date on your calendar for October to review your healthcare coverage


BONUS

  • (39:30) Roger shares about what he has been doing in Colorado for the last three weeks.

REFERENCES

  • Submit a Question for Roger
  • Sign up for The Noodle
  • The Retirement Answer Man
  • Boomer Benefits
  • Medicare.gov
  • Inflation Reduction Act
  • Healthcare.gov


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Retirement Answer ManBy Roger Whitney, CFPĀ®, CIMAĀ®, RMA, CPWAĀ®

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