Here is an encore presentation of the May 11, 2023 Lunch & Learn on Transitioning to Medicare with RIA Advisors Director of Financial Planning, Richard Rosso, CFP, with Senior Advisor, Danny Ratliff, CFP.
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0:00 – Intro/Preview
1:00 – Who Provides Healthcare Insurance in the US?
2:22 – The Retirement Healthcare Challenge – Smooth Transition
3:42 – Understanding First Year Healthcare costs
6:00 – Planning for Lifetime Healthcare Expenses
8:02 – How Medicare Works
11:10 – Who Needs to Enroll?
21:31 – Late Enrollment Penalty
22:52 – COBRA Warning
25:56 – How to Enroll
28:49 – How Private Insurance Works with Medicare
37:00 – How Much Can You Expect to Pay on Medicare
44:35 – Sample Budget
49:14 – Making The Transition
59:25 – Q&A
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Our next featured webinar will be:
"Breaking the Summer Malaise with Your Money"
Saturday, June 3, 2023 at 8am
Registration Here:

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