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Podcast: Trust the Plan Podcast with Nick Hopwood, CFPĀ® and Jim Pilat, CFPĀ®
Episode: Your Guide to Medicare Enrollment
Description: In this bonus episode, Nick Hopwood and Jim Pilat of Peak Wealth Management hosted a webinar in partnership with Brian Vincent of C.L. Finlan Insurance to talk about Medicare Enrollment.
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In our webinar, you'll learn:
Original Medicare ā Initial Eligibility/Enrollment
Medigap (a/k/a/ Medicare Supplement) + stand-alone Part D Rx PDP Card vs. Medicare Advantage Prescription Drug Plan
Choosing the most cost-effective plan/setup
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retir...