Medicare should be a simple process. But the harsh truth is that it can be a painful and confusing endeavor. In this week’s episode of Decoding Retirement, Robert Powell sits down with Melinda Caughill, i65 Medicare Software co-founder, at the 2024 Schwab Impact event to discuss everything you need to know when enrolling in Medicare.
Caughill advised Medicare beneficiaries to document everything and be wary of receiving bad advice. She also laid out some steps to decipher whether the information you’re receiving from an insurance agent is trustworthy. “You definitely want to make sure you ask these questions and ultimately monitor your conversations.”
Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead and take action now. Yahoo Finance’s Decoding Retirement is hosted by Robert Powell and produced by Austin Rivera.
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