How Can I Select A Medicare Plan That is Right For Me? With Dave Nienaber, MBA, CPA, CFP(R) and special guest, Marisa O’Neill of RetireMed
You’ve seen the ads on TV and in your mailbox, but what really are the important things to know before you choose a Medicare plan? And what are the differences between Part A, B, and D?
In this episode of the Foster & Motley podcast about Wealth & Life, Dave Nienaber is joined by Marisa O’Neill, CEO of Retire Med to explain. Marisa shares the differences and details about the different parts of Medicare, emphasizing the importance of planning and working with an agent to make sure you understand your options and get the right plan for you. Dave and Marisa cover the timing for Medicare coverage whether you are approaching 65, over 65, or under 65 but in need of coverage.
Marisa shares more about:
- Annual enrollment period for Medicare
- The role of agents when it comes to Medicare plans
- Benefits of working with an agent for ongoing personalized assistance
- Why couples may select different plans
- And more
Connect With David and Marissa:
- info@fosterandmotley.com
- 513-561-6640
- Foster & Motley
- David Nienaber
- Retire Med
- LinkedIn: David Nienaber
- LinkedIn: Marisa O’Neill
- LinkedIn: Foster & Motley
About Our Guest:
Marisa O’Neill is the CEO of RetireMed, one of the Midwest’s largest advisors in Medicare plan selection, having provided support to more than 50,000 individuals. RetireMed was named One of The Best Places to Work by the Dayton Business Journal. RetireMed’s Clients include:
- Akron General Medical Center
- Cincinnati Bell
- Cincinnati Financial
- Cintas
- Dayton Children’s Hospital
- Formica
- Indianapolis International Airport
- Kettering Health
- Southern Ohio Medical Center
- Reynolds & Reynolds
- TriHealth
- UC Health
- UFCW
- University of Dayton
In her previous role as Chief Growth Officer for RetireMed, Marisa oversaw the transition of thousands of retirees from Employer Group Retiree Insurance to Individual Medicare plans for organizations such as Formica, Cincinnati Bell, Archdiocese of Cincinnati, University Hospital – Cleveland, and AK Steel.
In addition, Ms. O’Neill is the Board Chair of the Alzheimer’s Association of Cincinnati. With more than two decades of experience in the Medicare industry, Ms. O’Neill has spoken for and been interviewed by:
- Dayton Business Journal
- Cincinnati Enquirer
- WKRC Cincinnati
- Alzheimer’s Association of Cincinnati
- Alzheimer’s Association National Summit
- Greater Cincinnati HR Association
- Bluegrass Estate Planning council
- Employer’s Resource Association
Marisa is a graduate of Saint Louis University where she was a member of the swim team. Continuing her love of sports, she spends weekends in the summer water skiing in Tennessee. She lives with her husband, Andrew (an inspiring barbeque pit-master) and three boys in Cincinnati, Ohio.
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