2020 Medicare: What you need to know

 In Financial Planning, Retirement

Whether you’re nearing age 65 or planning for annual Medicare enrollment, we have an informative video to share with you. Melissa has a conversation with Medicare guru Joanne Giardini-Russell of Boomer Health Group on changes to 2020 Medicare, what decisions you should make at age 65, and annual enrollment best practices. This is available on demand and shareable with friends or family who may need practical Medicare advice.

If you missed our webinar, no problem, we’ve got a recording for you. Even better…here’s a cheat sheet of highlights of the webinar with the minute in the video so you can fast forward if your time is limited.

[0:02] Welcome

[2:04] Agenda

[2:43] What is Medicare

[11:50] Am I eligible for Medicare Part A and Part B?

[15:21] I’m going to turn 65 soon- Now what?

[20:49] 2019- Will I avoid Medicare enrollment penalties

[22:48] Annual election period

[28:37] Changes ahead

[35:54] Planning for Health Care costs in retirement

[38:17] 2019- Will healthcare change as I transition into retirement?

[45:35] Take action

[48:50] How to contact Boomer Health Group

[52:49] How to contact Pearl Planning

Any opinions are those of Melissa Joy CFP® and not necessarily those of Raymond James. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete.  Expressions of opinion are as of this date and are subject to change without notice. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.