Tag: Medicare

The Current Financial State with Jennifer Fox, V.P of Federal Affairs at Finseca

The Current Financial State with Jennifer Fox, V.P of Federal Affairs at Finseca

With the federal deficit nearing $2 trillion, understanding how these numbers impact your financial future has never been more critical.

Join Evan Wohl as he chats with Jennifer Fox, Vice President of Federal Affairs at Finseca, about the current financial state of the U.S. economy and its political implications. Facing heightened interest rates, substantial federal deficits, and upcoming tax reforms, they explore how these challenges can shape the financial landscape. You will gain insights into the current state of Social Security, Medicare, and strategies to manage long-term care costs, along with understanding the key economic discussions that will influence the 2025 presidential race.

Evan and Jennifer discuss:

  • Jennifer’s background and day to day operations at Finseca.
  • The impact of interest rates on the federal deficit and budget.
  • Possible financial issues facing the country over the coming decades. 
  • The importance of planning for long-term care and baby boomer preparedness.
  • The tax law sunsetting in 2026 and its possible impact on the upcoming election.
  • And more

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About Jennifer Fox:

Jennifer Fox is the Vice President of Federal Affairs at Finseca. She leads their lobbying initiatives, advocating for policies that support the financial security profession and educating policymakers and their staff on the importance of comprehensive financial planning, encompassing life insurance, retirement planning, and investments, to serve clients effectively. 

Jen led Finseca’s political advocacy initiatives, which included the Ambassador Program, fly-ins, and political fundraising, including Finseca’s PAC. She is committed to assisting members in becoming politically involved and empowering them to share their stories. 

Jen has spent time at the White House and Capitol Hill, which has helped shape her knowledge of small business, technology, labor, and tax issues. She also serves as the President of The Advocacy Association.

REPLAY: Planning For Retirement: Social Security and Medicare with Elaine Floyd

REPLAY: Planning For Retirement: Social Security and Medicare with Elaine Floyd

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:

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What You Need to Know About Medicare — With Jim Ryan

What You Need to Know About Medicare — With Jim Ryan

It’s never too early to start planning for your Medicare coverage. 

If you’re ready to start thinking about your coverage, join Iván Watanabe in this informative episode as he sits down with Opus PC’s resident Medicare expert, Jim Ryan. They break down everything you need to know to understand the many parts of Medicare, including its different parts, its enrollment periods, and common Medicare mistakes. Plus, Jim reviews different considerations around Medicare that will help you achieve clarity around your plan.

In this episode, you will learn:

  • When you should start considering your Medicare options 
  • Why you shouldn’t sign up for Medicare too early, nor too late 
  • The difference between Medicare Parts A and B 
  • About Medicare’s supplemental and advantage plan 
  • And more!

Listen in and learn the basics of Medicare so you can start planning for your coverage today! 

Resources:  

Opus Private Client, LLC | Iván Watanabe | Jim Ryan | Medicare Website | State Insurance Departments