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Kiplinger
Kiplinger
Business
Evan T. Beach, CFP®, AWMA®

YOU WONT BELIEVE: Know your abds a beginner s guide to medicare basics - You Need To See This

The top corner of a Medicare card sitting on top of a hundred-dollar bill.

I switched firms in 2015. I had what I consider to be a very extended "new guy" hazing period from 2015 to 2020, where I had to teach all the firm's Medicare classes. After teaching more than 500 classes to retirees, this is the one topic I've refused to teach again.

For every Medicare rule, there was an exception. The plans changed every year and varied from state to state. Sitting in an office in Virginia, where I can see across the river to D.C. and Maryland, this is an issue.

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