The October 1st Medicare Date You Must Know | Live Q&A

Tonight I'll start by discussing the importance of October 1st when it comes to the annual enrollment period of Medicare. Than I'll answer your questions.

Get free guidance on Medicare from Chapter, a company I've partnered with, by calling 410-220-5494. If you call Chapter, please let me know about your experience.

And here's a free book (pdf) on Medicare called It's Not That Complicated written by Ari Parker of Chapter. I'll be interviewing Ari live this Friday at 1 pm ET.
https://drive.google.com/file/d/1Hqs4v7wLCjhh5ohWVVSNTs2HsGz9nufD/view

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0:00 - The October 1st Medicare Date You Must Know
14:38 - Worst advice
16:44 - Signing up at 65?
20:14 - Medicare Part D
25:16 - Using Fidelity mutual fund for Total Market
31:27 - Making it complicated
34:16 - Advantage Plans
36:26 - Advantage replace Medicare
38:51 - Robo-Calls
40:22 - "Free" Advantage Plan
42:12 - SHIP
46:59 - Switching back and forth
47:52 - Mutual Funds in a taxable account
49:58 - Boldin
54:56 - Placing International funds
59:25 - AI tools for investing
1:05:01 - Investing/Retirement Software
1:14:00 - SS check
1:21:12 - Paying for two plans
1:22:21 - Avoiding IRMAA
1:26:41 - Boldin Roth Conversion numbers
1:32:40 - Announcements

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. I've since sold my websites, bought them back, and started a new website and this YouTube channel.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

*Disclosure*: Some of the links in this description are from partners who compensate us. This means — at no extra cost to you — I may earn money if you click and sign up for a product or open an account. This creates a financial relationship that may influence my recommendations, but I only recommend products and services I believe in and would recommend to my own mom. Advertisers have no control over my content. Read the full advertiser disclosure here: https://robberger.com/how-we-make-money/