Intentional Wealth Podcast

Latest Episode

Episode #02: Medicare Planning with Cassy Phillips

August 31, 2021

Whether you’re retired or still working, Medicare will likely become part of your life after you turn 65. How do you sort through your coverage options? When (and how) do you enroll? And, what if you have other health insurance?

In Episode #2 of Intentional Wealth, host Amy Braun-Bostich is joined by Cassy Phillips from Insurance Consultants of Pittsburgh to discuss the ramp up to Medicare and to provide the answers you need to help you when it's time to make enrollment and coverage decisions.

As a life, health, and annuities manager at Insurance Consultants of Pittsburgh for over 20 years, Cassy’s industry vision is extremely valuable when it comes to Medicare supplement insurance, which can be a complicated topic. Her expertise will help you to determine which plan fits best and at what cost.

Listen as Cassy shares the importance of planning proactively for Medicare and why it’s crucial to fully understand the positive, and potentially negative impacts of the decisions you make. You’ll learn about coverage options, costs, how to enroll, and much more.

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