In today’s episode of WealthStyle, Iván Watanabe and Evan Wohl interview Elaine Floyd, Director of Retirement Life Planning at HorsesMouth about the intricacies of our nation’s support systems; Social Security and Medicare.

Listen as Elaine shares her expert knowledge by debunking some common misconceptions and detailing the benefits these programs provide using real-life examples and historical facts. 

Whether you’re approaching retirement, caring for a loved one, or simply curious about recent changes and restrictions regarding Social Security and Medicare, this episode is a must-listen!

Gain insight as Elaine discusses:

• The importance of accessing your retirement income plan for the duration of your lifetime
  
• Common mistakes people make when claiming Social Security, and the varying spousal benefits
  
• The differences between Medicare Part A and Part B
  
• How to navigate your options regarding your Health Savings Account (HSA) and Medicare
  
• And more
  

Resources:

• Social Security Trustees Report
  
• Social Security 
  
• Medicare 
  
• How to Protect Your Identity in a Digital World with Mark Cole
  

Connect with Iván Watanabe:

• Opus Private Client, LLC 
  
• iwatanabe@opus-pc.com
  
• LinkedIn: Iván Watanabe
  

Connect with Evan Wohl:

• Opus Private Client, LLC 
  
• ewohl@opus-pc.com 
  
• LinkedIn: Evan Wohl
  

Connect with Elaine Floyd:

• LinkedIn: Elaine Floyd
  
• HorsesMouth