Confused about how to choose the right Medicare plan for you?
In this insightful episode of The Simply Retirement Podcast, host Eric Blake, CFP®, and Medicare specialist Jodie Klepetka tackle the often confusing world of Medicare and supplemental plans. Together, they provide a clear roadmap for retirees, particularly women, who face unique challenges and decisions in retirement healthcare. This episode is pivotal for anyone needing informed, personalized guidance on these essential healthcare options.
Jodie Klepetka, with her deep Medicare expertise, discusses the intricacies of Medicare and the crucial benefits of supplemental plans, which cover the additional 20% not managed by original Medicare. The conversation covers personalized plan selection, underscoring the importance of tailoring choices to one’s health, financial, and lifestyle needs.
Key Highlights
- Understanding Medicare Basics: Essentials of Medicare and why supplemental plans are necessary
- Personalized Plan Selection: The importance of aligning plans with individual circumstances
- Supplemental Plan Benefits: A detailed look at how these plans fill crucial coverage gaps
- Medicare Supplements vs. Medicare Advantage Plans: Comparisons to help listeners make educated decisions
- Navigating Enrollment Periods: Insights into the key enrollment times for Medicare
- Expert Advice on Plan Choices: Tips on choosing the right Medicare plan through a reputable agent
- And much more!
Ways to Enjoy Today’s Episode
👀 Watch us on YouTube
🎧 Listen on Your Favorite Podcast App
Episode Resources
âž¡ Join the Simply Retirement Newsletter
âž¡ Ep. #11 – Unlocking the Secrets of Long-Term Care with Dina Mabry
âž¡ Health Care Quick Reference Guide for 2024
âž¡ Email: jodieqhc@gmail.com
âž¡ Jodie’s Direct Line: (214) 499-3495
Are You Retiring Soon?
We specialize in helping women over 55 develop a retirement strategy that provides dignity and independence throughout retirement.
Our Simply Retirement Roadmapâ„¢ will help you answer your BIG questions on how to live retirement on your terms and help you evaluate our firm.
Keeping Retirement Simple,
Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.
All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.
Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither Blake Wealth Management nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of Blake Wealth Management. They do not necessarily represent those of RFG Advisory, their employees, or their clients.
This commentary should not be regarded as a description of advisory services provided by Blake Wealth Management or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
201 W Virginia Street | Suite 102 | McKinney TX 75069 | 972.426.7237
info@blakewealthmanagement.com
Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”) a registered investment advisor. Blake Wealth Management and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory Part 3 Form CRS, RFG Advisory Form ADV Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal.
