
19. Navigating the Medicare Maze with Danielle Roberts
10/04/22 • 46 min
Today we're talking all things Medicare with Danielle Roberts. Danielle is a Medicare expert and the co-founder of Boomer Benefits, an insurance agency helping people across the country understand Medicare and their insurance options. She's also the author of 10 Costly Medicare Mistakes You Can't Afford To Make. If you have Medicare questions and you're not sure where to start, I think you'll get a lot of value from our conversation on this episode of The Atomic Retirement podcast!
Medicare Open Enrollment 2023 starts October 15, 2022 and runs until December 7, 2022.
Resources Mentioned
- 10 Costly Medicare Mistakes You Can't Afford to Make by Danielle Roberts
- Boomer Benefits Medicare Blog
- Boomer Benefits YouTube Channel
- Medicare.gov Website
- Medicare & You 2023 Handbook
- 2023 Medicare Premiums, Deductibles, and Co-Insurance Amounts
- Income-Related Monthly Adjustment Amount (IRMAA) Life-Changing Event Form SSA-44
Start Your Atomic Retirement Journey
📱 Follow Ryan on Twitter
🗞 Get Atomic Planning's Weekly Newsletter
🚀 Ask Ryan a Money Question
Today we're talking all things Medicare with Danielle Roberts. Danielle is a Medicare expert and the co-founder of Boomer Benefits, an insurance agency helping people across the country understand Medicare and their insurance options. She's also the author of 10 Costly Medicare Mistakes You Can't Afford To Make. If you have Medicare questions and you're not sure where to start, I think you'll get a lot of value from our conversation on this episode of The Atomic Retirement podcast!
Medicare Open Enrollment 2023 starts October 15, 2022 and runs until December 7, 2022.
Resources Mentioned
- 10 Costly Medicare Mistakes You Can't Afford to Make by Danielle Roberts
- Boomer Benefits Medicare Blog
- Boomer Benefits YouTube Channel
- Medicare.gov Website
- Medicare & You 2023 Handbook
- 2023 Medicare Premiums, Deductibles, and Co-Insurance Amounts
- Income-Related Monthly Adjustment Amount (IRMAA) Life-Changing Event Form SSA-44
Start Your Atomic Retirement Journey
📱 Follow Ryan on Twitter
🗞 Get Atomic Planning's Weekly Newsletter
🚀 Ask Ryan a Money Question
Previous Episode

18. Is It a Bad Time to Retire?
With stock and bond markets down double-digits year-to-date, and inflation at 40-year highs, is it a bad time to retire? Should I delay retirement? That's our topic on this episode of The Atomic Retirement podcast!
Resources Mentioned
- Is Now a Bad Time to Retire?
- What Past Stock Market Declines Can Teach Us
- Retirees Have a Superpower
- Sequence of Return Risk
Start Your Atomic Retirement Journey
📱 Follow Ryan on Twitter
🗞 Get Atomic Planning's Weekly Newsletter
🚀 Ask Ryan a Money Question
Next Episode

20. Tax Secrets of Health Savings Accounts
Healthcare is not cheap and, aside from taxes, might be your most costly retirement expense. Did you know there's a tax-advantaged savings account to help with your healthcare costs? Health Savings Accounts came about in 2003, and many people are unfamiliar with their benefits and tax secrets. That's our topic on this episode of The Atomic Retirement podcast!
Resources Mentioned
- Tax Secrets of Health Savings Accounts
- The Best HSA Providers of 2022
- IRS Publication 969 - Health Savings Accounts and Other Tax-Favored Health Plans
- IRS Publication 502 - Medical and Dental Expenses
Start Your Atomic Retirement Journey
📱 Follow Ryan on Twitter
🗞 Get Atomic Planning's Weekly Newsletter
🚀 Ask Ryan a Money Question
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