In this conversation, Tom and Brian Hamlin, along with Meg Odermatt, discuss the importance of insurance audits, especially during retirement, and the nuances of navigating Medicare and health insurance. They emphasize the need for regular reviews of insurance policies to ensure that individuals are not over-insured or under-insured, and the importance of consulting with specialists for complex insurance matters. The discussion highlights the evolving nature of insurance needs as life circumstances change, and the necessity of being proactive in financial planning.🎯 Find out more at annuityfyi.com👉🏼 Speak with a Registered Agent: 1-866-380-5803Chapters00:00 Celebrating Milestones and Pets00:29 Nature Encounters and Home Life01:23 Jokes and Lighthearted Banter01:42 Introduction to Financial Topics02:30 The Importance of Insurance Audits10:12 Navigating Medicare and Health Insurance16:20 Closing Thoughts and Future Discussions#insurance #retirement #Medicare #financialplanning #insuranceaudits #healthinsurance #lifeinsurance #financialadvice #wealthstrategies #longtermcare
