What you need to know about Medicare planning

What you need to know about Medicare planning

From Portfolio Intelligence Podcast by Manulife John Hancock Investments

December 10, 2025 · 17 min · Episode 103

About this episode

Danielle K. Roberts discusses the importance of Medicare planning for retirement, highlighting common pitfalls and strategies for financial preparation.

With rising costs and evolving rules, Medicare planning has become more critical than ever for those approaching retirement. In this episode, Danielle K. Roberts, founding partner at the health insurance agency Boomer Benefits, shares insight on how Medicare works, common pitfalls to avoid, and practical strategies for preparing your financial future.

People in this episode

Guest: Danielle K. Roberts

Topics covered

  • Medicare planning
  • retirement
  • health insurance
  • financial strategies
  • cost management

Keywords

  • Medicare
  • retirement planning
  • health insurance
  • financial future
  • costs
  • strategies

Mentioned in this episode

Organizations: Boomer Benefits, Manulife John Hancock Investments

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