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Episode 43: End-of-year ‘to-do’s’ – Medicare and charitable giving

Everyday Wealth

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Navigating Medicare Coverage Options and Enrollment Periods

The chapter explores the differences between Medigap and Medicare Advantage plans, highlighting the benefits and drawbacks of each. It emphasizes the importance of understanding enrollment periods and eligibility criteria for Medicare, discussing potential consequences of delayed enrollment. The episode underscores the need for financial planners to consider Medicare and Social Security in clients' financial plans to avoid unforeseen financial challenges.

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