retirement blunders

September 23, 2019: Wealth Matters: “Preparing for the 2020 Medicare Annual Election Period”

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

** AUDIO MALFUNCTION — SKIP TO 6:26 **

Today, we are happy to have guest Danielle Roberts join us. Medicare expert, Danielle Kunkle Roberts, is a founding partner at Boomer Benefits. She is a well-known professional in the Medicare insurance industry, having personally helped thousands of beneficiaries with their plan decisions. She has specialized in Medicare-related insurance products for over 14 years and is a member of the prestigious Forbes Finance Council.

Danielle tells us what to look out for going into the 2020 Medicare Annual Election Period to help you better prepare.

In this episode, Debbie and Danielle give some valuable advice on medicare planning. Listen below!

Have a question about financial planning in Saddle River, NJ?

Click here to schedule your complimentary phone consultation!

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Halftime 2022 Market Update

Q3 2022 Quarterly Market Outlook

Watch this webinar hosted by Carson’s Scott Kubie, Senior Investment Strategist, and Patrick Sittner, Portfolio Strategist, as they dive into the quarterly market outlook.

Quarterly Market Outlook Highlights: Q3 2022

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

Taylor Financial Group Half-Time Update

1 2 3 44 45 46
retirement blunders

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation