In today’s episode of WealthStyle, Iván Watanabe and Evan Wohl interview Elaine Floyd, Director of Retirement Life Planning at HorsesMouth about the intricacies of our nation’s support systems; Social Security and Medicare.

Listen as Elaine shares her expert knowledge by debunking some common misconceptions and detailing the benefits these programs provide using real-life examples and historical facts. 

Whether you’re approaching retirement, caring for a loved one, or simply curious about recent changes and restrictions regarding Social Security and Medicare, this episode is a must-listen!

Gain insight as Elaine discusses:

• The importance of accessing your retirement income plan for the duration of your lifetime
• Common mistakes people make when claiming Social Security, and the varying spousal benefits
• The differences between Medicare Part A and Part B
• How to navigate your options regarding your Health Savings Account (HSA) and Medicare
• And more

Resources:

• Social Security Trustees Report
• Social Security 
• Medicare 
• How to Protect Your Identity in a Digital World with Mark Cole

Connect with Iván Watanabe:

• Opus Private Client, LLC 
• iwatanabe@opus-pc.com
• LinkedIn: Iván Watanabe

Connect with Evan Wohl:

• Opus Private Client, LLC 
• ewohl@opus-pc.com 
• LinkedIn: Evan Wohl

Connect with Elaine Floyd:

• LinkedIn: Elaine Floyd
• HorsesMouth

 

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