Navigating the Medicare System with Jill Takahashi

Are you making the most of your Medicare options?

Understanding the different parts of Medicare can help you choose the right plan for you. Knowing when your election period is, working with a professional, and understanding how your financials affect your Medicare cost are all key factors to maximizing your Medicare benefits. There is no cost to working with a Medicare professional, so start today!

Check out 7:22 to hear how to enroll in Medicare if you are not already collecting benefits.

Click here to learn more about Haussmann Financial.

This episode is hosted by Trudy Haussmann and Jill Takahashi.

Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®). As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics.

Jill is a licensed and trained independent insurance agent. She is certified with many top Medicare Advantage, Prescription Drug and Medicare Supplement insurance plan carriers. She represents most major companies with a Medicare contract and is qualified to answer any questions you may have. Jill provides services through Legacy Partners General Agency, LLC in Tustin, CA. Click here to work with Jill or contact her directly at (714) 478-7109 (TTY 711 M-SU, 8am-8pm) or email jill@livewellins.com.

Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors.

Trudy Haussmann, CFP®, CA Insurance License #0756590

Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Patrick Danly, Financial Advisor; CA Insurance License. #0F88078

Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.