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In this episode, Zack and Brittany break down the essentials of Medicare—what it is, how it works, and what you need to know to navigate it with confidence. They cover the four parts of Medicare, enrollment basics, common pitfalls, the differences between Medigap and Medicare Advantage, and how IRMAA works.
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اپیزودهای قبلی Bond&Devick's Beyond the Numbers Podcast را جستجو کن.
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Financial and estate planning can be deeply personal. In this episode, Brittany and her guest, Rachel Schromen, Attorney and End-of-Life Doula, discuss how to help clients move beyond the numbers to explore the values, relationships, experiences, and goals that influence their decisions. They also …
In this episode, Zack and Brittany unpack the essentials of Social Security—from the core basics to the latest headlines shaping today’s conversations. They dive into hot topics, tackle real client questions, and explore unique situations that highlight how personalized Social Security planning sho…
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