Tag: Medicare

Understanding Medicare: When to Enroll and What You Need to Know with Lisa Eppolito (Ep. 6)

Understanding Medicare: When to Enroll and What You Need to Know with Lisa Eppolito (Ep. 6)

Are you unsure how to navigate the complexities of Medicare and health insurance? 

Learn about the complexities of Medicare and health insurance with expert Lisa Eppolito, making it easier to choose the right plans and avoid costly mistakes

Today on The Compass Wealth Conversations, Brendon Murphy is joined by Lisa Eppolito, a Medicare specialist from Positive Insurance Solutions, to discuss the intricacies of selecting the right Medicare and health insurance plans. You’ll hear valuable insights on how to prepare for retirement by understanding the complexities of Medicare, from initial sign-ups to choosing between various supplemental plans.

Brendon and Lisa discuss: 

  • Why it’s important to sign up for Medicare as soon as you’re eligible and the potential consequences of delaying
  • How to choose the best prescription drug plans based on individual medical needs and budgets
  • Significant upcoming changes to Medicare prescription drug costs set for 2025
  • Tips on navigating healthcare options for individuals under 65, including the benefits of seeking professional advice
  • And more

Join us for these vital tips to ensure you make informed decisions for your health and retirement!

Resources:

Connect with Brendon Murphy: 

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About our Guest: 

Lisa Korab Eppolito of Positive Insurance Solutions is a Medicare and health insurance specialist for people under the age of 65. Lisa is a licensed independent health insurance broker.

Long-term Care: Why Early Planning is Your Game-Winning Strategy (Ep. 2)

Long-term Care: Why Early Planning is Your Game-Winning Strategy (Ep. 2)

Planning for long-term care may not be as exciting as planning your next pickleball game, but it’s crucial for your financial security and peace of mind.

How do you ensure you’re prepared for the future? What are the best strategies to leverage your assets for long-term care?

This week on The Compass Wealth Conversations Podcast, Brendon Murphy dives into the fundamentals of long-term care, addressing why it’s a critical component of your financial planning. He sheds light on the various forms of long-term care, misconceptions, cost considerations, and the importance of early planning to secure your future comfort and peace of mind.

Brendon discusses: 

  • Understanding the different types of long-term care available today
  • The impact of long-term care costs on personal savings and assets
  • Common misconceptions about Medicaid and Medicare coverage
  • The benefits of starting long-term care planning early
  • And more!

Connect with Brendon Murphy: