Ep. 5 - Medicare : Understand the Basics of the ABCD’s

Welcome to "Wealth Roadmap with Jeff and Steve," where we demystify the complexities of retirement planning. In this episode, we tackle a crucial aspect of post-retirement life: Medicare. Join us as we provide essential tips and answer common questions for those approaching Medicare eligibility. From understanding enrollment deadlines to navigating coverage options, we break down the basics to ensure a smooth transition into this vital healthcare program. Whether you're nearing retirement age or helping a loved one prepare for Medicare, tune in to gain valuable insights that will empower you to make informed decisions about your healthcare in retirement. Don't miss this informative episode of Wealth Roadmap!

Disclosures:
Investment advisory services are offered through M Holding Securities, Inc., a registered broker/dealer and investment advisor and Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC.
 Financial Planning and Advisory Services are offered through Prosperity Capital Advisors("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. OneTeam Financial and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through OneTeam Financial are not affiliated with PCA. Information received from this video should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site. For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money

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