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Ep 33: Developing a Medicare Plan with Whitney Kester and Marc Werkmeister
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コンテンツは Marc Werkmeister によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Marc Werkmeister またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
(Note: Today's episode sounds a little different as it was originally produced for the NebraskaLand Bank Podcast)
On this episode:
Medicare can be confusing, especially with the various plans and supplements offered through different companies. So we're going to break down Medicare today with two experts on the topic, Whitney Kester, a specialized Medicare insurance agent, and Marc Werkmeister, a Certified Financial Planner.
Unfortunately, the process of Medicare is a lot more complicated than simply enrolling once you turn 65. There are supplement plans and prescription plans we need to consider as well. Working with a team like Whitney and Marc can ensure you are getting the coverage that fits your needs and your lifestyle.
Key Points:
Did you always want to specialize in Medicare? (4:45)
Can you break down Medicare Part A, Part B, Part C, and Part D? (7:12)
Why is it so hard for people to plan for Medicare by themselves? (11:13)
What is your client relationship like when planning for Medicare? (14:02)
How do you keep up with changes in Medicare? (17:11)
How do people go about setting up a consultation? (19:08)
A quick update on the economy and interest rate environment. (21:51)
Trivia: Who said this famous quote? (28:38)
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