Episode 29: Cooking Up Security: A Chef's Guide to Medicare & Retirement

In this episode of Confessions From the Home Office, I interview Wes Wright, whose entrepreneurial journey took him from professional chef to Medicare and retirement planning specialist. After 17 years in the culinary world and running a successful food truck business, Wes found his calling in helping people navigate the complexities of retirement planning and Medicare. His transition was inspired by his mother's challenging experience with healthcare costs, including $300,000 in long-term care expenses.

Wes shares how his background as a chef helps him break down complex Medicare information for clients, treating each one like family. He emphasizes starting retirement planning in your mid-50s and explains why Medicare supplement plans often better serve his clients' needs, despite lower commissions. His approach combines the precision of his culinary training with a deep understanding of retirement planning needs.

Drawing from his varied entrepreneurial experiences, including a fortunately-timed near-miss with restaurant ownership just before COVID-19, Wes now guides clients through critical planning periods at ages 59½ and 62. He provides in-person consultations to ensure clients fully understand their Medicare options and avoid costly mistakes.

Connect with Wes: Phone: [phone] Email: [e-mail] Website: hopkinsfinancial.com

 

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Contact Wendi Hill at [e-mail]

 

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