Roger welcomes Danielle Roberts, co-founder of Boomer Benefits, to discuss Medicare in 2026, including rising Part D premiums, Medicare Advantage versus Medigap, and what to review during open enrollment. Then, Roger shares a Rock Retirement Club case study about building an income reserve before retirement and finding peace of mind by focusing on what matters most.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

• 00:00 – Roger introduces the importance of time and attention and previews today's episode.

MEDICARE UPDATE WITH DANIELLE ROBERTS

• 01:25 – Navigating Medicare in 2026: Part D changes, Medicare Advantage, and Medigap.
• 25:15 – What to review during Medicare open enrollment and when to make changes.

RETIREMENT TOOLKIT- MINI CASE STUDY

• 33:55 – A retirement case study on rebalancing investments, creating an income reserve, and reducing anxiety before retirement.

SMART SPRINT

• 44:56 – Identify one challenge you're facing and ask someone who can offer a fresh perspective to help you see it differently.

CLOSING THOUGHTS

• 45:35- Roger reflects on getting back into routines, making space for deeper thinking, and the relaunched Rock Retirement with Roger Whitney YouTube channel.

RESOURCES

• Medicare.gov
• Boomer Benefits
• Rock Retirement with Roger Whitney on YouTube
• Submit a Question for Roger
• Rock Retirement Club
  
  

The opinions expressed in this podcast are for general informational purposes only and are not intended as specific advice or recommendations for any individual.