Turning 65: The Vital Action Steps (Ep. 36)
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Turning 65: The Vital Action Steps (Ep. 36)
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Turning 65 is more than a milestone. It’s a financial and healthcare turning point that demands action.
In this episode, Adam Scott, CFP®, shares the essential decisions you must make around Medicare as you turn 65, from enrollment timelines to cost-saving strategies.
With personal anecdotes and professional insights, Adam demystifies Parts A, B, C, and D, discusses common missteps, and explains how Medicare ties into employer and retiree health plans. Whether you’re still working, semi-retired, or fully retired, this episode breaks down what really matters at 65.
Adam discusses:
- Medicare enrollment timelines, how to apply, and why timing is critical to avoid penalties
- The differences between Medicare Parts A, B, C (Advantage), D (prescription), and Medigap
- How existing retiree or employer health plans interact with Medicare
- Mistakes to avoid, like enrolling in the wrong plan, or skipping enrollment when required
- The cost implications of Medicare based on income and the potential loss of HSA eligibility
Resources:
- Social Security Administration website (Medicare enrollment)
Connect with Adam Scott, CFP®:
- LinkedIn: Adam Scott
- LinkedIn: WellAcre Wealth
- WellAcreWealth.com
- Phone: 310-220-4946
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