Join Sara Grillo, Dan McGrath and Paul Morrison as as they discuss The IRMAA, or Medicare income-related monthly adjustment amount. It is a bit of a missed opportunity for many financial advisors.
About Sara: For those of you who are new to her blog, she is a CFA® charter holder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”
