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3 Big Medicare Pitfalls to Avoid (In 2024)

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Manage episode 386702775 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Navigating the Medicare world is confusing and challenging.

As a result, many retirees make Medicare decisions without clearly understanding the long-term implications.

Long-term implications that, in worst-case scenarios, can put a retirement plan in jeopardy.

To help you avoid making costly Medicare mistakes, I'm sharing three (3) big pitfalls to avoid in this episode.

If you want to brush up on your Medicare knowledge before turning 65—or you're looking to change your current Medicare plan—you'll love today’s episode.

***

NAVIGATING IRMAA (2024 UPDATED)

Click here to view the 2024 IRMAA brackets and learn how to avoid this surcharge.

***

WANT MORE RETIREMENT PLANNING TIPS?

Join 5,000+ listeners and subscribe to the Stay Wealthy Retirement Newsletter.

As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

👉 Click here to subscribe and grab your cheatsheet.

***

EPISODE RESOURCES:

📊 Get Your Free Retirement + Tax Analysis

✏️ Grab the Episode Show Notes

📘 Read My New Book: More Than Money

  continue reading

202 episodes

Artwork
iconShare
 
Manage episode 386702775 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Navigating the Medicare world is confusing and challenging.

As a result, many retirees make Medicare decisions without clearly understanding the long-term implications.

Long-term implications that, in worst-case scenarios, can put a retirement plan in jeopardy.

To help you avoid making costly Medicare mistakes, I'm sharing three (3) big pitfalls to avoid in this episode.

If you want to brush up on your Medicare knowledge before turning 65—or you're looking to change your current Medicare plan—you'll love today’s episode.

***

NAVIGATING IRMAA (2024 UPDATED)

Click here to view the 2024 IRMAA brackets and learn how to avoid this surcharge.

***

WANT MORE RETIREMENT PLANNING TIPS?

Join 5,000+ listeners and subscribe to the Stay Wealthy Retirement Newsletter.

As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

👉 Click here to subscribe and grab your cheatsheet.

***

EPISODE RESOURCES:

📊 Get Your Free Retirement + Tax Analysis

✏️ Grab the Episode Show Notes

📘 Read My New Book: More Than Money

  continue reading

202 episodes

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