
September 8, 2025 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.
Here are this week’s items:
Medicare Advantage Brokers and You – Staying Safe & Asking Smart Questions
Radon Stancil and Murs Tariq sit down with Medicare specialist Shawn Southard to unpack the recent developments around Medicare Advantage brokers, broker compensation, and the impact of a federal court ruling on CMS Medicare rules…
Medicare Advantage Brokers and Your Healthcare: What Retirees Need to Know
A recent MarketWatch article carried the headline: “Medicare Advantage Brokers Could Now Focus More on Making Money and on Commercials than on Your Healthcare.” For retirees, that raises a serious question: are brokers really acting in your best interest?
To unpack this important issue, we turned to our in-house Medicare specialist…
Making the Most of Your Social Security Benefits
When it comes to retirement planning, one of the biggest questions is when and how to claim Social Security. For many, it’s a cornerstone of retirement income, and the choices you make can have a lasting impact on your financial security and your family’s future.
At Peace of Mind Wealth Management, we…