Medicare Specialist, Adam Chubb, CLU, joins the Wealth on Purpose hosts for a conversation around the complexities of Medicare. Choosing the right plan is more important than you may think. This episode is a must-listen to anyone who is approaching Medicare age or already using Medicare.
Key Topics:
Medicare timelines: when to sign up for Parts A and B if nearing age 65 or retiring
Coordinating with HR to confirm creditable coverage and understand how company size affects options
Overview of Parts A (hospital), B (medical), and D (prescription drugs)
Consequences of missing enrollment deadlines, including lifelong penalties
Regularly review Medicare plans to ensure they meet changing needs
Importance of finding trusted sources to avoid confusion from conflicting advice
Upcoming Medicare changes, including prescription drug cost caps, and their impact
Connect with us:
Adam Chubb, CLU
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
Pinnacle Life
Granite Bridge Wealth
