Approaching 65: Social Security, Medicare, Retirement Planning & More (Barb's 65th Birthday Show!)

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In celebration of Barb’s 65th birthday, we gathered a small group of her peers- Maggie Weiss, Karen Van Maldegiam, and Geri Bresnahan- who are all 65. Approaching this milestone often comes with a ton of questions about Social Security, Medicare, retirement, and more. That’s why we’ve also invited Koren Vining, a financial planner, certified Social Security Claiming Strategist, and retirement counselor, onto this episode to help us make sense of it all.

From understanding the intricacies of Medicare to maximizing Social Security benefits, Koren breaks down complex concepts into easily digestible information. Our guests share their personal journeys, questions, and dreams for retirement and give us a unique look into this major life transition. Join us as we explore these important topics and celebrate the diverse paths people take as they enter this new phase of life!

Here’s some of what we discuss in this episode:

0:00 – Intro

4:13 – Experiences with Medicare

12:40 – Understanding Social Security credits

23:21 – Medicare’s IRMAA

29:25 – Decisions around enrolling in Medicare at age 65

37:15 – Traditional vs Roth IRA + minimizing tax burdens for heirs

45:13 – Living the retirement years

Learn more about Koren Vining’s financial services here

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