In this episode of More Than Money, Jacob Cuthbert is joined by Lance O’Brien, CEO of MediConnect.

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The conversation focuses on how individuals can better understand Medicare, Medicare planning, and why simplifying complex decisions through education is a key part of the process.

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They cover:

• Common misconceptions around Medicare

• How different Medicare plan structures work, including Medicare Advantage and Medicare Supplement plans

• The impact of recent legislation on Medicare coverage, prescription costs, and healthcare expenses

• Why working with a knowledgeable resource can help navigate retirement and Medicare decisions

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The discussion also explores leadership, business structure, company culture, and client experience.

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Lance shares how building a strong internal culture and separating sales from service has shaped the client experience at MediConnect, and why that approach matters as organizations grow.

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This episode highlights how clarity, coordination, and communication play a role in both financial planning, retirement planning, and leadership.

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Tune in today!