Your Financial Pharmacist

YFP 329: Medicare Selection & Optimization: Common Mistakes, Tips & Tricks


Listen Later

On this week's podcast, sponsored by APhA, Certified Insurance Counselor, Insurance Agent, and Medicare Specialist, Josh Workman, joins the show to cover Medicare 101 and considerations for selecting your Medicare coverage plan.

Summary

Many people (including pharmacists!) aren't fully informed about Medicare, the options they need to consider, and the pros and cons of each option. That's why, in this week's episode of the podcast, we brought on Certified Insurance Counselor, Insurance Agent, and Medicare Specialist, Josh Workman to give us a Medicare 101! Tuning in, you'll hear about Josh's role in the world of helping seniors navigate Medicare benefits, options for coverage, and the five main differences between Medicare Advantage and Supplement plans. Finally, he shares some words of wisdom for pharmacists struggling to answer Medicare questions for themselves, family members, and even clients.

About Today's Guest

Located in the Akron Ohio area Josh Workman has been an insurance agent since 2010 with Medicare planning being his main area of focus. He started his career with Nationwide, but then moved to an Independent agency in 2014. Aside from helping individuals who are new to Medicare, he also works with professionals such as care facility coordinators, doctors and pharmacists as they assist their patients with Medicare plan decisions. Medicare can be extremely confusing so instead of the salesman angle, Josh takes an educational approach when helping his clients with Medicare Supplements, Part D Plans and Medicare Advantage Plans. One of his favorite parts of the job is teaching Medicare 101 classes to people who are new to Medicare.

Mentioned on the Show

  • Joshua Workman on LinkedIn
  • Joshua Workman Email Address
  • McMichael Insurance
  • Use Coupon Code YFP to Get 25% off at APhA Membership
  • YFP Planning: Fee-Only Financial Planning for Pharmacists
  • Tim Ulbrich on LinkedIn
  • YFP Disclaimer
  • Subscribe to the YFP Newsletter

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

Your Financial PharmacistBy Tim Ulbrich and Tim Baker

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

171 ratings


More shows like Your Financial Pharmacist

View all
Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,553 Listeners

BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,719 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,209 Listeners

Ramsey Everyday Millionaires by Ramsey Network

Ramsey Everyday Millionaires

3,670 Listeners

Marriage Kids and Money: Personal Finance for Families by Andy Hill

Marriage Kids and Money: Personal Finance for Families

605 Listeners

ChooseFI by ChooseFI

ChooseFI

5,142 Listeners

White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

White Coat Investor Podcast

2,445 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,078 Listeners

Student Loan Planner by Travis Hornsby

Student Loan Planner

183 Listeners

Money Meets Medicine by Doctor Podcast Network, Jimmy Turner MD

Money Meets Medicine

227 Listeners

Real Estate Rookie by BiggerPockets

Real Estate Rookie

1,827 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,412 Listeners

Money Rehab with Nicole Lapin by Money News Network

Money Rehab with Nicole Lapin

1,650 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,435 Listeners

Networth and Chill with Your Rich BFF by Vivian Tu

Networth and Chill with Your Rich BFF

1,747 Listeners