Preview Mode Links will not work in preview mode

Sep 28, 2026

In the final part of this Medicare Open Enrollment series, Terry, Pam, and Richard sit down with Michael Boshardy — a licensed Medicare attorney and co-founder of MedicarePocketProtector.com — to answer the question Parts 1 and 2 left hanging: once you know you need to shop, where do you actually go.

Michael...


Sep 28, 2026

Medicare expert Diane Omdahl of 65 Incorporated — author of Medicare for You: A Smart Person's Guide — joins Terry, Richard, and Pam for Part 2 of this Medicare Open Enrollment series, and the message gets more specific: your Annual Notice of Change won't tell you everything.

 

Diane explains why you have to dig...


Sep 28, 2026

Medicare's Open Enrollment window (Oct 15–Dec 7) is quickly approaching, and Terry, Richard, and Pam kick off a three-part series with a simple but urgent message: even if you're happy with your coverage, you can't skip your review this year.

 

In this episode, they break down what's changing for 2027 — rising...


Sep 1, 2026

Retirement fears are rising. But what are people really afraid of? Former Fidelity wealth management executive turned retirement coach David Conti joins us to break down his new Retirement Fear Index, ranking the top 10 things Americans fear most as they approach and live through retirement. At the top: healthcare...


Jul 10, 2026

Social Security is back in the headlines, with warnings that the trust fund could become insolvent as early as 2032. Does that mean your benefits are at risk? Should you claim early? Economist Larry Kotlikoff joins us to separate fact from fear. We explain what “insolvency” really means, why the long-term funding...