Send us a textIn celebration of Barb’s 65th birthday, we gathered a small group of her peers- Maggie Weiss, Karen Van Maldegiam, and Geri Bresnahan- who are all 65. Approaching this milestone often comes with a ton of questions about Social Security, Medicare, retirement, and more. That’s why we’ve also invited Koren Vining, a financial planner, certified Social Security Claiming Strategist, and retirement counselor, onto this episode to help us make sense of it all.From understanding the intricacies of Medicare to maximizing Social Security benefits, Koren breaks down complex concepts into easily digestible information. Our guests share their personal journeys, questions, and dreams for retirement and give us a unique look into this major life transition. Join us as we explore these important topics and celebrate the diverse paths people take as they enter this new phase of life!Here’s some of what we discuss in this episode:0:00 – Intro4:13 – Experiences with Medicare12:40 – Understanding Social Security credits23:21 – Medicare’s IRMAA29:25 – Decisions around enrolling in Medicare at age 6537:15 – Traditional vs Roth IRA + minimizing tax burdens for heirs45:13 – Living the retirement years Learn more about Koren Vining’s financial services here-Follow & connect with us! Website Facebook Page Facebook group Instagram TikTok LinkedIn YouTube Reddit Resources Have questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here! Explore our free guides to help you on your financial journey

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