When should you sign up for Medicare, and what happens if you don’t?

In this episode of The View From the Inside, Kevin Richardson sits down with Medicare specialist Dan Wilkins, Senior Account Executive at Brent Eastman Insurance, to break down one of the most confusing milestones in retirement: enrolling in Medicare at age 65.

With over 11,000 Americans turning 65 every day, the options can feel overwhelming. Dan shares clear, timely guidance on Medicare Parts A, B, C, and D, explaining how coverage integrates with employer-sponsored plans and why making the wrong choice or delaying enrollment can result in significant costs.

You’ll also learn:

• Why timing is everything with Medicare enrollment
• The difference between Medicare Advantage and Supplement plans
• What income means for your monthly Medicare premium
• How Dan’s team proactively helps employers and employees navigate their options
• And more!

Whether you’re preparing for retirement or supporting a spouse or parent through the process, this conversation offers clarity and confidence.

Connect with Kevin Richardson: 

• Tactical Wealth Management
• LinkedIn: Kevin Richardson
• Email: krichardson@tacwealth.com
• Phone: (831) 717-1144

Connect with Dan Wilkins:

• Brent Eastman Insurance
• LinkedIn: Dan Wilkins
• Email: dan@brenteastman.com
• Phone: (831) 918-1665

About Our Guest:

Friendly by nature, Dan is often seen wearing a broad smile as he assists employers with group health insurance programs. As Vice President of Sales, Dan’s keen eye for detail and strong work ethic enable him to sort through all of the various alternatives available and implement programs that best help his clients reach their goals.

With over 25 years of experience in the insurance industry, Dan has become an expert health insurance specialist. Whether he’s assisting individual clients or large scale companies, Dan always works diligently with the BEI team to personally deliver exceptionally superior service to BEI’s growing list of clients.

Dan’s steadfast dedication to giving BEI’s clients the best service possible is evident in the way he maintains strong, professional relationships with all of his clients. By being as dependable and responsive as possible, Dan is able to continuously meet and exceed his clients’ expectations.

When he’s not helping clients, Dan can be found hiking and camping with his wife of 28 years, Lauren. Dan and his family enjoy all things musical, especially singing. When Dan, Lauren, and their two grown children, Erika and Jack, aren’t singing around the piano at home or at church, you can hear them performing Christmas carols in their local community throughout the holiday season.

—

Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.