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Description

In this episode of Estate Planning Nightmares and How to Avoid Them, we’re joined by Medicare and financial services expert Kylee Mollotte.

With a background rooted in teamwork and perseverance from her early days on a farm in Washington, Kylee brings a fresh and highly personalized approach to Medicare planning.

She shares the critical role of Medicare within a comprehensive estate plan and highlights common missteps to avoid when choosing coverage options.

Kylee’s insights offer a guiding light for anyone looking to integrate their healthcare decisions into a secure financial legacy, ensuring peace of mind for themselves and their families.

Join us as we explore the intersecting worlds of Medicare, financial planning, and estate security—making the complex simple and the unknown manageable. 

Contact Information:

Kylee Mollotte

Annuity Fundamentals

Retirement Fundamental

(888) 853-6168⁠

kylee@annuityfundamentals.com

For Agents:⁠

https://annuityfundamentals.com/⁠

For Individuals and Clients: ⁠https://retirementfundamentals.org/⁠

Podcast Links:

Spotify:⁠

https://podcasters.spotify.com/pod/show/annuity-fundamentals⁠

YouTube:⁠

https://www.youtube.com/@AnnuityFundamentals⁠