Episode 17: Calming the Confusion Around MEDICARE Options

Medicare Specialist, Adam Chubb, CLU, joins the Wealth on Purpose hosts for a conversation around the complexities of Medicare. Choosing the right plan is more important than you may think. This episode is a must-listen to anyone who is approaching Medicare age or already using Medicare.

Key Topics:

• Medicare timelines: when to sign up for Parts A and B if nearing age 65 or retiring
• Coordinating with HR to confirm creditable coverage and understand how company size affects options
• Overview of Parts A (hospital), B (medical), and D (prescription drugs)
• Consequences of missing enrollment deadlines, including lifelong penalties
• Regularly review Medicare plans to ensure they meet changing needs
• Importance of finding trusted sources to avoid confusion from conflicting advice
• Upcoming Medicare changes, including prescription drug cost caps, and their impact

Connect with us: 

• Adam Chubb, CLU
• Brian Diffily
• Brian Hartmann, CFP®

Visit our website:

• Pinnacle Life
• Granite Bridge Wealth