Financial Planning “Todd Talk” – Understanding Medicare & Medicare Supplements


September 21, 2022
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When you hit 65 years of age, it can feel like a daunting task navigating Medicare. When should I enroll, what if I’m still covered by a health plan at work, how is Medicare different from my private insurance?

Blue Rock’s Founder Todd Roselle, CFP®, ChFC®, and special guest Medicare Supplement Expert Jerry O’Neil answer all these questions and then some in the latest “Todd Talk”. From the ins and outs of Medicare to the role it plays in your financial plan, this is a must-watch for anyone approaching retirement or in retirement.

Topics discussed during this “Todd Talk” include:

  • What is Medicare, who is eligible
  • What Medicare does and does not cover
  • The history of Medicare
  • How Medicare can fit into your financial plan
  • Examine Medicare vs Medigap

Click to View The Full Financial Planning “Todd Talk”