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Transitioning to Medicare

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:
https://us06web.zoom.us/webinar/register/1116747842950/WN_ht5MHKFTSX2kRo0__-DtLw
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https://realinvestmentadvice.com/newsletter/
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Contact Us: 1-855-RIA-PLAN
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#InvestingAdvice #SocialSecurity #Medicare #MedicareAdvantage
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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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