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10-17-25 Six Crucial Steps to Medicare Open Enrollment
Published 11 months ago
Description
Medicare’s Fall Open Enrollment runs from October 15 through December 7, and this is your chance to review, compare, and adjust your coverage for 2026.
Richard Rosso & Jonathan McCarty review six crucial steps to help you make smarter Medicare choices — from evaluating plan changes and comparing drug coverage to avoiding common enrollment mistakes.
Whether you’re already on Medicare Advantage or reviewing Part D drug plans, understanding how to navigate this annual window could save you thousands in healthcare costs next year.
1:34 - Dealing w Medicare Open Enrollment
3:59 - Jonathan's Baby & Diaper Service
9:10 - Prescription Drug Formularies & Changes
12:11 - Shopping Around for Medicare Advantage Plans
17:56 - Recommended Alphabet Formula
21:15 - What Medicare Advantage is NOT
24:55 - Medicare Part-G Open Architecture
26:52 - Where to Start - ID Verification Woes
30:17 - The Medicare Plan Finder
34:34 - The RIA Medicare Screening Tool
43:34 - How and Where to Start
Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP
Produced by Brent Clanton, Executive Producer
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