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Mastering Medicare Planning in Retirement
Episode 22818th September 2023 • Secure Your Retirement • Radon Stancil, CFP® & Murs Tariq, CFP®
00:00:00 00:19:47

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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss Medicare planning for those coming up on Medicare and those already in Medicare. This is a checklist of three main topics to help you understand what you should be thinking about when it comes to Medicare.

Listen in to learn how to evaluate your prescription drug needs and choose the right Medicare plan that caters to those needs. You will also learn about Medicare supplements and Medicare Advantage plans, plus how to join our Free Webinar to learn more about Medicare planning from experts.

In this episode, find out:

  • Prescription drug plan – understand your prescription needs, if the plan covers your needs and the cadence of your refills.
  • Comparing different part D plans that would cover your specific prescription drugs at the lowest cost.
  • Evaluate your pharmacy network – ensure it’s cost-effective and convenient for you.
  • Cost analysis – Look at your prescription drug cost to determine the type of plan to pick.
  • The importance of taking the time to review your plan annually and make changes if needed.
  • Dental, vision, and hearing – Think about the dental, vision, and hearing coverages you need.
  • Integrative plans – Do an educated analysis between Medicare Advantage plans and Medicare gap policies.
  • Doing an individual needs assessment – understand your needs and get an individualized cover.
  • Medicare supplements and Medicare Advantage plans – an outline of what we’ll cover on our free webinar.

Tweetable Quotes:

  • “There’s one part of Medicare that covers hospitals, one part that covers doctor’s visits, and then there’s a part D which is all about prescriptions.”- Radon Stancil 
  • “Just because your neighbor, parents, or a family has a certain type of plan doesn’t mean that that’s going to apply to you; Medicare and healthcare in general is very individualized for a reason.”- Murs Tariq

Register For Our Free Medicare Webinar:

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.

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