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Transitioning to Medicare – Second Edition

Here is an encore presentation of the October 12, 2023 Lunch & Learn on Transitioning to Medicare with RIA Advisors Director of Financial Planning, Richard Rosso, CFP, with Senior Advisor, Danny Ratliff, CFP. This is a topic we've previously covered this year [&list=PLVT8LcWPeAuhDkNvB02Ucv4-9RFQIEeDB&index=3] but with Open Enrollemtn in October, there are more in's and out's you need to know:
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1:26 - Intro/Preview: Who Provides Healthcare Insurance in the US? How to execute a Smooth Transition from Employer Insurance to Medicare; Understanding First Year Healthcare costs; Planning for Lifetime Healthcare Expenses: These are all topics we cover in this video.

5:39 - Agenda
6:48 - How Medicare Works
9:47 - Who Needs to Enroll?
28:28 - How to Enroll
29:12 - How Private Insurance Works with Medicare
41:11 - How Much Can You Expect to Pay on Medicare
49:50 - Sample Budget
51:37 - Making The Transistion

Q&A

Our next featured webinar will be:
"Talking Turkey About Your Money"
Saturday, November 4, 2023 at 8am
Registration Here:
https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g
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Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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