Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit – https://bit.ly/4gXJY5o
Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. – https://bit.ly/4aeNR1B
In this episode of Retiring Today, Molly Nelson and Loren Merkle, along with AnnaMarie Morrow, Director of Medicare at Merkle Retirement Planning, dive into the critical Medicare changes coming in 2025.
– Understand Medicare Part D and its significance.
– Important updates for 2025 Medicare Part D plans.
– Key Medicare legislation changes from 2022 to 2029.
– Strategies to avoid unexpected prescription drug costs.
– How to account for health care as part of your overall retirement plan.
Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
https://merkleretirementplanning.com/staff-members/loren-merkle/
AnnaMarie Morrow, Director of Medicare
https://merkleretirementplanning.com/staff-members/annamarie-morrow/
Molly Nelson, Host of Retiring Today
https://merkleretirementplanning.com/staff-members/molly-nelson/
Chapter
00:00 Host Introduction
00:40 Inflation Reduction Act
02:45 Avoid Surprises When Planning
04:33 Medicare Part D 101
13:03 Marketplace Health Premiums
20:02 Medicare Changes Cause Costs to Shift
22:14 Impact of Drug Plans
25:18 Sign Up For Journey to Retirement
—
This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.
Medicare services provided through MRP Insurance, LLC. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by Elite Retirement Planning, LLC. MRP Insurance, LLC, is not affiliated with or endorsed by any government agency. This is an advertisement for insurance. By responding to the ad, you will be put in contact with a licensed insurance agent offering Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans. We do not offer every plan available in your area. Currently we represent [5] organizations which offer [22] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.