Danielle Roberts on Avoiding Medicare Pitfalls, Enrollment, & Navigating Medicare Advantage Options

Money Chic: Financial Education with Shari Rash

Ever wondered how to avoid the costly pitfalls of Medicare? Join us for this enlightening episode of Money Chic Financial Education with Shari Rash as we sit down with Danielle Roberts, founding partner at Boomer Benefits and author of the bestselling book "10 Costly Medicare Mistakes you Can't Afford to Make." Danielle shares her incredible journey from a health insurance agent to a leading Medicare expert, driven by the growing need for clear and comprehensive Medicare information. We unravel the complexities of Medicare, breaking it down into understandable parts and distinguishing it from Medicaid. Learn about Medicare’s historical significance for retirees and why timely enrollment is crucial to avoid penalties.

Prepare yourself for an in-depth exploration of Medicare coverage and enrollment essentials. From understanding Part A and Part B to the seven-month initial enrollment period around your 65th birthday, Danielle provides critical insights you can't afford to miss. Discover what Medicare doesn’t cover, such as long-term care, dental, vision, and hearing, and the importance of planning for these gaps. Whether you’re automatically enrolled through Social Security or need to actively enroll if delaying Social Security, this episode will guide you through every step to ensure you're adequately covered.

Intrigued by the options under Medicare Advantage plans? We’ve got you covered. Danielle delves into the challenges related to accessing care, especially mental health services, and the distinction between Original Medicare with Medigap plans versus Medicare Advantage plans. We discuss strategies for managing premiums for high-income earners and the potential benefits of standardizing Medicare Advantage plans to simplify your decision-making. Equip yourself with knowledge from one of the foremost experts in the field to confidently navigate your retirement health coverage needs.

Connect with Danielle: https://daniellekroberts.com/ https://www.linkedin.com/in/daniellekunkle/

-- Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way.

Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic!

Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ Phone: [phone] Email: [e-mail]