Medicare Client Consultations
Coverage
• Receive a clear, objective explanation of Medicare coverage including how to use various parts to build optimal health care coverage.
• Part A
• Part B
• Supplement
(Medigap)
• Part D
• Advantage Plans
Timing
• Time your Medicare enrollment wisely by understanding how Medicare coordinates with employer health insurance coverage.
• Understand key enrollment dates.
Costs
• Build a realistic cost estimate into your financial plan and understand how Health Savings Accounts, Roth IRAs, and tax-efficient investments can lower retirement health care expenditures.
• Understand how your financial advisor can address custodial care.
What Clients Are Saying
❝ Peter did a wonderful job educating my clients on their options and helping them choose the best fit without having to spend countless hours researching everything on their own. My clients were completely satisfied with Peter’s advice, and I will definitely recommend him to future clients.”
— Financial Advisor, Indianapolis, IN
❝ I just wanted to take a moment to express my sincere appreciation for the time you spent with my clients. They were incredibly grateful for your guidance on coordinating FEHB and Medicare, and it’s clear that your insights not only saved them a significant amount of money but also gave them much greater confidence in their plan moving forward.
Your expertise and the clarity you provided were invaluable, and I truly appreciate the resource you are not just for my clients, but for me as well.
Thank you again - It means a great deal, and I look forward to working together again in the future.”
— Financial Advisor, Chevy Chase, MD
WealthWatch™ Resource Center
WW1 – Retirement Health Care Overview
The WealthWatch video series provides educational content on retirement health care, including Medicare. This first of 12 videos provides a summary of the important topics to consider.
WW2 – Medicare Overview
Understand the various parts of Original Medicare.
WW3 – Medicare Advantage Plan
Understand how Medicare Advantage Plans work including the difference compared to Original Medicare.
WW4 – Estimating Retirement Health Care Cost
Understand how much retirement health care insurance will cost.
WW5 – How to Financially Prepare
In order to prepare for rising retirement health care costs, individuals must understand important strategies during their wealth accumulation years.
WW6 – Timing Your Enrollment
Most people will not be eligible for Medicare until age 65. Understand the costs and considerations of retiring before this milestone age.
WW7 – Timing Your Enrollment Beyond 65
Do I have to enroll in Medicare at age 65? Understand when and how to delay Medicare enrollment.
WW8 – Health Savings Account
Stop spending the funds in your health savings account. Invest them for retirement!
WW9 – Roth IRA and 401k
Building tax-free sources of retirement income can lower your Medicare costs.
WW10 – Custodial Care
Who will provide custodial care for you? How do you minimize the impact on their life?
WW11 – Understanding Solutions
How to best fund custodial care?
WW12 – Plan of Action
Pull together all the pieces to properly prepare for the convergence of health care and your financial plan.