How to Choose The Best Medicare Plan: Insider Tips and Real-Life Lessons with Michelle Mitchell
Manage episode 370178564 series 3484634
In this episode, Michelle Mitchell, founder of Right Track Financial, shares valuable insights on how Medicare intersects with retirement planning and social security benefits. Through real stories and practical examples, Michelle guides listeners on the essential steps towards successful Medicare set-up. She offers expert advice finding the best Medicare plan that aligns with your specific needs, including coverage for your doctors, medications, and necessary services. Michelle's expertise and simple-yet-powerful tips will empower you to navigate the complexities of Medicare in your retirement planning journey. Tune in to gain the knowledge and confidence to make informed decisions for your financial well-being - and avoid the common mistakes and pitfalls people make in their retirement healthcare plans!
WATCH ON YOUTUBE: https://www.youtube.com/watch?v=n-VTB63b4m8
Episode Chapters
0:00 About Michelle Mitchell and Right Track Financial
2:35 Benefits of Working With an Independent Insurance Agent
3:58 Medicare Eligibility: What You Need to Know
4:59 Medicare 101: Understanding the Basics
7:06 Medicare Enrollment: How to Start and Change Plans
9:05 Can I Have Medicare and Employer Coverage at the Same Time?
10:12 3 Tips for Choosing the Right Medicare Plan
14:21 The #1 Mistake To Avoid in Retirement Planning
17:19 Is there Medicare Coverage for Out-of-State Travel?
18:19 Why It's Important To Talk To An Agent - Don’t Wait
23:42 Contacting Michelle Mitchell for Expert Assistance
ABOUT MICHELLE:
Michelle Mitchell is an experienced independent insurance agent and the driving force behind Right Track Financial. With a focus on life insurance, health insurance, Medicare, and retirement planning, Michelle possesses extensive knowledge in the realm of Medicare and its crucial role in retirement planning. Her passion lies in helping individuals find the right Medicare plan that covers their specific needs while avoiding the overwhelming process of sifting through countless options. Michelle's practical advice and dedication to client satisfaction have earned her a reputation for simplicity, effectiveness, and remarkable results.
Connect with Michelle:
On LinkedIn: https://www.linkedin.com/in/michelle-mitchell-362099212/
Website: https://righttrackfinancial.com/
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- LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
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- YouTube: https://www.youtube.com/channel/UCV2fpT6kTz67ufkmMK5Z7zg/
Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.
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Chapters
1. About Michelle Mitchell and Right Track Financial (00:00:00)
2. Benefits of Working With an Independent Insurance Agent (00:02:35)
3. Medicare Eligibility: What You Need to Know (00:03:58)
4. Medicare 101: Understanding the Basics (00:04:59)
5. Medicare Enrollment: How to Start and Change Plans (00:07:06)
6. Can I Have Medicare and Employer Coverage at the Same Time? (00:09:05)
7. 3 Tips for Choosing the Right Medicare Plan (00:10:12)
8. The #1 Mistake To Avoid in Retirement Planning (00:14:21)
9. Is there Medicare Coverage for Out-of-State Travel? (00:17:19)
10. Why It's Important To Talk To An Agent - Don't Wait (00:18:19)
11. Contacting Michelle Mitchell for Expert Assistance (00:23:42)
37 episodes