Jason Thomas, CFP® joins Joe Anderson for an interview on common Medicare mistakes.
0:43 Waiting to enroll in Medicare
1:30 Accidental dissenrollment from MAPD or PDP
2:08 Confusion between supplemental Medicare
3:08 Unintentionally affecting Tricare eligibility
3:56 Failing to review premiums for supplement coverage
5:07 Not understanding special election periods or enrollment upon disability pre-65
6:18 Tax exempt interest increasing Part B premiums
7:14 Mistakes in Medicaid eligibility
8:00 Not understanding Medicare covered benefits
9:30 Not understanding networks
___________
If you would like to schedule a free assessment with one of our CFP® professionals, click here:
Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.”
Channels & show times:
IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
https://www.youtube.com/watch?v=AFThzDHWB78