Tag Archives: Finance

2022 FEATURE

21. How Well Do You Understand Your Medicare Coverage? With Sean Rose



Anyone who has ever looked into, or is currently receiving Medicare knows it can be very confusing to understand your coverage and what you’re entitled to. But understanding this and how to get those benefits can be the difference for what your retirement years will look like. 

In this episode, Keith Beggs talks with Sean Rose, unit supervisor at Bankers Life, about some of the big issues that individuals have faced with their Medicare in 2021 and what you can do to stay ahead of Medicare changes, and on top of your retirement planning. 

Sean discusses: 

  • The difference in part A and part B of Medicare and what each plan covers 
  • Changes to custodial care in Medicare 
  • How Social Security works with Medicare part B
  • Why going to different pharmacies might end up costing you more money with your drug plans 
  • What IRMAA is and what it has to do with your Medicare 
  • And more

Resources: 

LongTermCare.gov Website 

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Connect with Sean Rose:

 


20. The Truths and Myths to Investing – Part Two



Knowing what investing strategies are based on academic research, and not theory, can be one of the biggest challenges when it comes to preparing your portfolio. 

In part two of this series, Keith Beggs reveals three academic theories that are proven to have better rewards than other strategies you might read on the internet, or hear from your “stock-savvy” friends.  

Keith discusses: 

  • How modern portfolio theory, efficient market hypothesis, and the three factor model make up the “Matson Method”
  • Why free markets have real potential to work if you take the long-term approach
  • How to truly diversify your portfolio 
  • Why investing in smaller companies can actually give you higher returns than investments in larger companies
  • Three factors that can tell you if a company has the potential to obtain higher growth
  • And more

Resources: 

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19. The Truths and Myths of Investing – Part One



Not everything you read about investing on the internet is true… And some of these lies could cost you more money than you think.

In part one of this mini-series about truths and misconceptions about investing, Keith Beggs focuses on four common myths people believe about investing, and how they could be hurting your investments. 

Keith discusses: 

  • Why stock-picking is a nonsensical investing method
  • How the Law of Large numbers help massive investing companies keep making money
  • Realities behind market-timing, and the damage it could be causing your accounts
  • How rebalancing can help your portfolio grow 
  • And more

Resources: 

 

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18. The Truth About Procrastination and Your Money



Procrastination is something many of us face every day—but procrastinating on your financial planning can have much more damaging consequences to your future the longer you hold off. 

In this episode, Keith Beggs gets honest about how procrastination affects our finances. Follow along as Keith gives some great advice that you can implement today that will help you get your finances on track to the future you have always dreamed of having. 

Keith discusses: 

  • Why people procrastinate when it comes to their finances 
  • How procrastinating on your finances can end up having negative impact on your future 
  • How to get started with a practical budget started that works for you
  • Useful suggestions to help you stop procrastinating and take charge of your finances now 
  • And more

Resources: 

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