Tag: Medicare

Medicare Made Clear With Carly Rosswurm (Ep. 20)

Medicare Made Clear With Carly Rosswurm (Ep. 20)

Let’s face it, Medicare plans are an alphabet soup. Let’s simplify them together.

In this episode, Nicole talks to Carly Rosswurm, the director of Medicare Solutions at Ash Brokerage, to clear the air about Medicare. With 17 years of experience in Medicare, Carly gives us an overview of the Medicare program and the different types of available plans, and a breakdown of the highest and lowest premiums of 2023. She also explains how you can determine if Medicare is the right insurance option for you when you should start planning to apply for Medicare, how the annual enrollment periods work, and a lot more!

Carly discusses: 

  • An overview of the Medicare program and the different types of plans
  • When you should start doing your research and speak to a healthcare broker
  • What she considers when determining if someone should stay with their employer’s insurance plan
  • A breakdown of the lowest and highest Medicare premiums in 2023
  • The circumstances when IRMAA charges can be appealed and what the process is like
  • How the annual enrollment periods work
  • And more

 

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Long-Term Care Planning: Getting Your Affairs In Order with Lauren Weldon (Ep. 11)

Long-Term Care Planning: Getting Your Affairs In Order with Lauren Weldon (Ep. 11)

As we are living longer and healthier lives, we often take for granted that one day, our situation might change. Planning ahead for your long-term care now can help you avoid unforeseen expenses in the future.

In this episode, Nicole is joined by Lauren Weldon, a partner at Margolis Weldon LLC who specializes in elder law and estate planning. Listen as Lauren shares real-life stories and scenarios, and details what can happen in less-than-ideal situations when it comes to long-term care planning.

Lauren discusses: 

  • Her work as an elder law attorney and why some people require her services
  • The importance of having a trustworthy, and capable Power of Attorney
  • Why having conversations as a family is integral to your long-term care plan
  • The difference between Medicare and Medicaid 
  • And more

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About our Guest: 

Lauren Weldon is a partner at Margolis Weldon LLC in Parkridge, Illinois. She founded the firm in 2015 with Matt Margolis and has a career as an elder law attorney. Lauren graduated from the University of South Carolina and obtained her law degree from John Marshall Law School.

Lauren lives in Mt. Prospect with her husband, a labor and employment attorney, their six kids, two cats, and two dogs. In her free time (the little of it she has) Lauren enjoys riding her horse and spending time outdoors with her family and friends.