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The Long View

Phil Moeller: A Road Map for Navigating Medicare

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 22 October 2024

⏱️ 56 minutes

🧾️ Download transcript

Summary

The author of ‘Get What’s Yours for Medicare' discusses traditional Medicare versus Medicare Advantage, shopping for Medigap plans, and recent reforms to prescription-drug coverage.

Transcript

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0:00.0

At Jackson, we've created a digital retirement planning experience with you and mine.

0:05.5

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

0:10.1

that are designed to enable financial professionals and clients to plan a path to financial freedom.

0:15.5

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

0:20.5

and Jackson National Life Insurance Company of New York. Purchase, New York.

0:26.6

Please stay tuned for important disclosure information at the conclusion of this episode.

0:33.7

Hi, and welcome to The Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.

0:40.3

And I'm Amy Arna, portfolio strategist for Morningstar.

0:44.1

Our guest on the podcast today is Phil Muller.

0:46.8

He's the primary author of the Get What's Yours series of Consumer Guidebooks, including

0:51.3

a newly revised edition of Get What's Yours for Medicare, maximize your

0:55.9

coverage, minimize your costs. In addition, the series includes Get What's Yours,

1:00.8

the revised secrets to maxing out your Social Security, and Get What's Yours for health care,

1:06.2

how to get the best care at the right price Ask Phil Medicare column for the PBS NewsHour website

1:13.2

Making Sense, reported on aging, health care, and retirement for Money magazine, and wrote the best

1:19.2

life feature on aging and retirement for U.S. News and World Report. He began his career as a newspaper

1:25.2

business reporter and editor and has worked for the Baltimore Sun,

1:29.1

the Charlotte Observer, the Chicago Sun Times, the Hartford Business Journal, and the Louisville

1:34.3

Courier Journal. He later founded the Insure.com Consumer website and also worked as a communications

1:40.8

executive for a large insurance company. Phil, welcome to the Longview.

1:46.1

Thank you.

1:47.1

We wanted to have you on the podcast for a while,

...

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