ABC’s of Medicare

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It’s time for our 2nd annual Medicare episode! Navigating Medicare on your own can be confusing, even stressful. Some people have been tricked into switching Medicare plans when they don’t want to!

In this episode, we will go over the ABC’s of Medicare. You’ll want to learn how to find the right agents, how your income could affect what you pay, and so much more. We have Ray Martin, a Nationally recognized Medicare expert and the Owner of Martin Associates Insurance Services as a guest to break down each step.

Here’s some of what you’ll learn in this episode:

  • The government announced the inflation increase in Social Security accounts, and it’s the largest number in 40 years. [1:41]
  • How Health Savings Accounts work with Medicare. [12:15]
  • What you need to know about the Income-Related Monthly Adjustment. [22:01]

If you want to discuss your investment strategy or have someone give your portfolio a second opinion, please reach out and we’ll set up a time to talk.

Medicare Resources:

http://martinassociatesmedicare.com/book/

https://www.kiplinger.com/retirement/medicare-costs-to-go-down-in-2023

https://www.kiplinger.com/retirement/medicare/medicare-open-enrollment-starts-now-what-you-need-to-know

https://faq.ssa.gov/en-us/Topic/article/KA-01951

 

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ABOUT YOUR HOST...

Donald W. Cash – CPA, CFP®, is an independent advisor. After graduating from Rutgers University, he began his career in 1985 as an accountant. In 1990, he entered the field of Estate Planning, concentrating on long-term care planning. Don has been advising clients in the baby boomer and retirement market for 20 years. He has helped over 1,000 families with their planning needs.

Don advocates for a holistic approach to Estate and Financial Planning and has relationships with other professionals including Attorneys, CPA’s, Mortgage Specialists, Insurance Specialists and Asset Managers.

He is married to Cathy and they have 4 children, Carly, DJ, Nick and Tori. They live in Freehold, NJ.

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