Navigating Medicare: Making the Right Healthcare Choice in Retirement | EP 21

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In this episode of the Make It Personal Podcast, host Mark Zagurski tackles one of the most confusing and critical aspects of retirement: planning for healthcare. With nearly 99% of retirees age 65 and older qualifying for Medicare, understanding your options is essential for safeguarding your financial and physical well-being in retirement. Mark breaks down the differences between Medicare Supplement and Medicare Advantage, helping listeners evaluate the complexities of coverage, costs, and provider choice.

Drawing from Mutual of Omaha’s nearly 60 years of experience with Medicare, Mark outlines the key factors that determine which plan is right for you, from network flexibility to out-of-pocket costs. Listeners will also learn about the six simple questions Mutual of Omaha advisors ask to tailor a Medicare solution that fits each person’s unique lifestyle, health needs, and budget.

Key takeaways:

• Medicare Supplement vs. Medicare Advantage: what they are and how they differ.
  

• Why your choice of doctors, travel habits, and health needs matter when selecting a plan.
  

• How premiums, out-of-pocket costs, and provider networks factor into your decision.
  

• Why it’s important to plan ahead to avoid unexpected health costs that can drain retirement savings.
  

• How Mutual of Omaha’s advisors use six key questions to guide you toward a personalized healthcare strategy.
  

If you’re nearing retirement or already enrolled in Medicare and feeling uncertain about your healthcare coverage, this episode offers clarity and actionable steps. Visit www.makeitpersonalpodcast.com to schedule a no-obligation consultation or download helpful resources. Don’t leave your healthcare—and your financial future—to chance. Make it personal!

“The right Medicare plan for you depends on your doctors, your travel habits, and your comfort with risk.” - Mark Zagurski

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