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Avoiding Medicare Headaches with Meghan Tait & Katie Keenan

Financial Coach

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Avoiding Medicare Headaches with Meghan Tait & Katie Keenan

9 просмотров · 12 дней назад
Financial Coach
32 подписчика
9 просмотров · 12 дней назад
We're going to say something that won't surprise you. Medicare can come with plenty of confusion and a little anxiety. There are a lot of rules that carry potential consequences for your specific situation. Trying to Google your way through the process can get you a lot of information, but very little of it is clearly structured, and at times it is conflicting and outdated. That's why we encourage our clients to talk to someone like Katie Keenan, an independent Medicare broker we've worked alongside for years. Meghan recently spoke to Katie to discuss “What we wish every retiree knew about Medicare.” ––––– The Retirement Game Plan is the planning process we take every client through. If you'd like to talk through what asset location means for your own plan, a good place to start is a complimentary conversation with one of our coaches. You can schedule one at financialcoachgroup.com/contact. Not intended as a recommendation or offer of any specific advice or services. All investments carry risk, and past performance does not guarantee future results. For detailed information about our fees, services, and background, please view our regulatory disclosure materials on the SEC Investment Adviser Public Disclosure Website (https://adviserinfo.sec.gov/firm/summ....