Wealthy After 40: Personal Finance, Financial Freedom, Debt Payoff, and Retirement Savings for Gen Xers
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Ep 93 | Medicare Made Simple With David Kerlin
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Join the Financial Freedom Accelerator and create your plan for a stress-free retirement today!
Today’s guest interview is with David Kerlin, an expert on Medicare and health insurance, about his journey from a manufacturing career to becoming a trusted Medicare advisor.
David shares his personal health transformation and his extensive experience in Medicare, addressing common misconceptions such as the belief that Medicare is free and explaining the differences between Medicare Supplement and Medicare Advantage plans. He emphasizes the importance of evaluating individual medical needs, starting the Medicare enrollment process early, and consulting trusted advisors.
00:25 David's Journey with Weight and Health
01:37 First Encounter with Medicare
02:38 Understanding Medicare Costs and Plans
04:47 Choosing the Right Medicare Plan
10:01 Open Enrollment and Plan Changes
12:24 Common Misconceptions and Advice
13:26 Navigating Medicare with Professional Help
Connect with David:
💜 Schedule your complimentary Retirement Vision Session
✅ Download your Retirement Readiness Checklist today!
🎧 Join the private podcast party in The Retirement Vault
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