
10-17-25 Six Crucial Steps to Medicare Open Enrollment
Medicare’s Fall Open Enrollment runs from October…
The Real Investment Show (Full Show) · Lance Roberts
October 17, 202546m 33s
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Show Notes
Medicare’s Fall Open Enrollment runs from October 15 through December 7, and this is your chance to review, compare, and adjust your coverage for 2026.
Richard Rosso & Jonathan McCarty review six crucial steps to help you make smarter Medicare choices — from evaluating plan changes and comparing drug coverage to avoiding common enrollment mistakes.
Whether you’re already on Medicare Advantage or reviewing Part D drug plans, understanding how to navigate this annual window could save you thousands in healthcare costs next year.
1:34 - Dealing w Medicare Open Enrollment
3:59 - Jonathan's Baby & Diaper Service
9:10 - Prescription Drug Formularies & Changes
12:11 - Shopping Around for Medicare Advantage Plans
17:56 - Recommended Alphabet Formula
21:15 - What Medicare Advantage is NOT
24:55 - Medicare Part-G Open Architecture
26:52 - Where to Start - ID Verification Woes
30:17 - The Medicare Plan Finder
34:34 - The RIA Medicare Screening Tool
43:34 - How and Where to Start
Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP
Produced by Brent Clanton, Executive Producer
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