45 Forward #249 - The 3-Legged Stool of Retirement Security Medicare, Social Security & Wealth Planning

In this eye-opening conversation, Ron Roel sits down with Joe Battaglia, CEO of Senior Services of North America, to demystify one of the most confusing challenges facing Americans today; how to navigate Medicare, Social Security, and retirement planning together.

Joe reveals how a simple postcard led him to build a national organization devoted to helping seniors make smarter decisions about their healthcare and financial futures. From understanding open enrollment and avoiding costly Medicare mistakes to optimizing Social Security and protecting your savings from market volatility, Joe breaks it all down with clarity, compassion, and humor.

If you’ve ever asked yourself, “Am I really ready for retirement?”, this episode will give you the roadmap to get there. Topics include:

• The origin of Senior Services of North America and Joe’s postcard story
• Why healthcare costs are the #1 cause of bankruptcy in America
• Understanding the “Three-Legged Stool” of retirement: Medicare, Social Security, and financial planning
• How to avoid being overcharged or left uncovered during open enrollment
• The importance of reviewing your Medicare plan every year
• How to optimize your Social Security payout (and why waiting can mean tens of thousands more)
• Protecting your retirement savings from downturns through diversification and fixed index annuities
• The power of planning early — even before you hit 50

Guest: Joe Battaglia, CEO, Senior Services of North America
Website: seniorservicesofnorthamerica.com
Call Joe directly: 888-230-2199 or 516-884-2238 🎧 Hosted by: Ron Roel


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