In this episode of Roadmap to Retirement, I am joined by Jim Pashalidis, RSSA®., a licensed insurance agent and host of the Community Connect Podcast. Tune in as we dive into crucial aspects of Medicare including its different parts (A, B, C, and D), the importance of planning ahead, and the potential changes expected in the upcoming years. Jim shares his journey from being a school teacher to becoming a Medicare advisor, emphasizing the importance of passion and education in his new career. The conversation also covers the Income Related Monthly Adjustment Amount (IRMA) and how income can affect Medicare premiums. We want to advise you, the listeners, to start planning as early as age 60 and consult professionals to prepare for retirement effectively. Jim and I stress the significance of avoiding predatory practices and ensuring financial literacy. Contact details for further consultation with Jim are provided below. Thanks for listening and make sure to come back next week for an episode on Financial Planning for Women!
LinkedIn: linkedin.com/in/jimpash
Website: m-poweragency.com
Email: jpash@m-poweragency.com
Phone Number: (585) 414 – 9633
Podcast: Community Connect
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