✅ Need Medicare Help? Get FREE personalized guidance from our trusted partner Chapter — they represent all major plans and will help you find the one that’s right for YOU.
📞 Call Now: 440-703-1224
Did you think government entitlement programs were just for low income earners?!? Think again. This video discloses 12 common "government money" programs available to all income levels.
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How prepared are you for retirement? Take our Free Retirement Readiness quiz to find out
https://holyschmidt.com/quiz
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Confused about how Social Security works for you? Go from beginner to confident in under 5 hours with our course: Social Security Simplified.
Check it out here: https://holyschmidt.com/SocialSecurity
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If you're still using spreadsheets for your financial planning, you're doing it the HARD WAY.
Check out the best planning software I've found - BOLDIN (prev. NewRetirement) personal financial planning software- now with a Black Friday 2025 sale! Free 2 week trial and $10 mo ($120/yr after) Reg $12/mo /$144 yr. I use it and recommend it.
Use this link to try Boldin for free for 2 weeks: https://hlyshm.it/Boldin
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Talk to our partner, CHAPTER, the only Medicare Advisor we recommend. CHAPTER provides friendly, unbiased help and saves clients an average of $1100 per year - always 100% free to you.
Call 1- 440-703-1224 and tell them "Geoff Schmidt sent you," or click this link to get started: https://hlyshm.it/Chapter
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Please note: some of the companies and websites above are affiliate relationships of ours which means that it you purchase their product or use their service, we receive a small fee. This does not increase your cost.
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OTHER IMPORTANT LINKS:
FREE Retirement Ready Checklist: https://hlyshm.it/ha5
Follow Me on Instagram: https://hlyshm.it/ha6
Geoff's Facebook Page: https://hlyshm.it/ha7
Federal Reserve Board Survey of Consumer Finances:
https://www.federalreserve.gov/econres/scfindex.htm
Social Security Administration Application for Benefits
https://secure.ssa.gov/iClaim/rib
Current Social Security Cost of Living Adjustment
https://www.ssa.gov/cola/
Social Security Payment Estimator
https://www.ssa.gov/benefits/retirement/estimator.html
Geoffrey Schmidt, CPA Bio:
Geoff Schmidt is a CPA who specializes in personal financial education for those approaching or in Retirement. He is an award winning author and the Director of the Retirement Ready Academy. Geoff spends 100% of this time on financial education through social media.
Legal disclaimer:
Chapter Advisory, LLC (“Chapter”) is a private health insurance agency. In California, Chapter does business as Chapter Insurance Services (Lic. No. 6003691). Chapter is not affiliated with or endorsed by any government entity. While Chapter has a database of every Medicare plan option nationwide and can help you to search among all options, it has contracts with many but not all plans. As a result, Chapter does not offer every plan available in your area. Currently, Chapter represents 50 organizations which offer 18,601 products nationwide. You can contact a licensed Chapter agent to find out the number of products available in your specific area. Please contact Medicare.gov, 1-800-Medicare, or your local State Health Insurance Program (SHIP) to get information on all of your options. Enrollment in a plan may be limited to certain times of the year unless you qualify for a Special Enrollment Period or you are in your Medicare Initial Enrollment Period.
Average potential savings are based on realized premium, co-pay, and out of pocket savings estimates self-reported by consumers that worked with Chapter Advisory LLC to enroll in a Medicare Supplement, Medicare Advantage, and/or Part D Prescription Drug Plan. The average is limited to consumers that chose to self-report. Savings information is subject to periodic updates and corrections. There is no guarantee of savings and any savings may vary by policy type, state, or other factors.
Channel Disclaimer: this video is for educational and entertainment purposes only and is not meant to be a substitute for legal, accounting, tax, or professional advice. If you have any specific questions about any legal, accounting, tax or other professional service matter you should consult the appropriate professional services provider. Holy Schmidt! is not affiliated with the Social Security Administration, Centers for Medicare & Medicaid Services or any government agency.