Ep. 14 – “The Power of Mentorship”
In this fourteenth episode, I am talking about the power of mentorship and the role that it has played in my life as both a mentor and a mentee. Connecting with other people to share experiences, lessons, advice, and support is an incredible way to grow personally and professionally. Throughout this episode, I talk about […]
Turning 65 With Employer Insurance and the Need to Report Creditable Coverage to CMS
If you’re turning 65 and still intend to have employer coverage, or if maybe you’re delaying your retirement just a few months after your birthday, one thing to keep in mind is making sure you receive an annual written notice of creditable coverage from your employer. As you may or may not know, Medicare will […]
Medicare and Health Savings Account
A Health Savings Account (HSA) lets you deposit untaxed dollars into a savings account that can be used to pay for qualified medical necessities. Employers and financial institutions offer this kind of savings account to eligible individuals. You may only contribute to an HSA at age 65 or older if you are covered by an […]
Ep. 13 – “Supporting Yourself & Others Through Grief with Emily Thiroux Threatt”
In this thirteenth episode, I am joined by the wonderful Emily Thiroux Threatt. Emily is the host of the podcast, Grief & Happiness, where she shares stories of those that have not let grief strip them of their joy for life despite experiencing immense loss. Emily is also the author of the book, Loving and Living Your Way […]
Getting free at-home COVID-19 tests
Last week, the White House announced covidtests.gov, a site with the purpose of supplying free rapid antigen COVID-19 tests to every U.S. household. The new site is now live and ready to take orders, as well as provide additional resources and information for those in need of testing. Here are a handful of things to […]
Making the Most of Your Medicare Plan: Know Your Benefits and Save Money
Whether you’re on a limited income, or just trying to justify how much you’re paying for your Medicare Advantage plan, we all want to get the most out of our health care plan. Every plan comes with a lot of information and explanation about its benefits, and it can be overwhelming to drill down into […]
Ep. 12 – “Understanding Reverse Mortgages with Mitchell Cooper”
In this twelfth episode, I am joined by Mitchell Cooper to talk all about his insights, advice, and perspective as a Certified Reverse Mortgage Professional. Through his work, Mitchell provides education to professionals and homeowners about the strategic use of the Home Equity Conversion Mortgage in retirement income planning. Throughout this conversation, Mitchell talks about […]
Ep. 11 – “The Role of a Benefits Broker with Cerrina Jensen”
In this eleventh episode, I am joined by Cerrina Jensen to talk about her role as an Employee Benefits Consultant & Benefits Broker. Cerrina is passionate about empowering and educating employers to teach them how to navigate the healthcare system and deliver better benefits for their employees. Throughout this conversation, Cerrina shares the top reasons […]
Ep. 10 – “Mental Health 5150”
In this tenth episode, I am joined again by the wonderful Renee Balcom, a health advocate advisor, to talk about Mental Health 5150. Understanding what a Mental Health 5150 is is important so you are prepared if you ever find yourself in a situation with someone who is not in a stable state of mind […]
Ep. 9 – “Everything You Need To Know About 10 Year Terms”
In this ninth episode, I am talking all about the ins and outs of 10 year terms. A 10 year term is a great option for many people, but it is still important to know the important details so you can confidently decide if it is the best route to go. Throughout this episode, I […]